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Sundaram Equity Fund Growth
NAV: 31 Dec '21
₹16.60
Min. for SIP
Not Supported
Fund size (AUM)
₹828.43 Cr
Expense ratio
2.52%
Rating
--
Holdings (64)
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Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +1.1% | +12.3% | +37.4% | +66.0% |
| Category average (Equity Multi Cap) | -- | -- | +0.9% | -- |
| Rank (Equity Multi Cap) | 7 | 8 | -- | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Multicap Fund Growth | +5.18% | +21.00% | 23,886.02 | |
Axis Multicap Fund Growth | +1.50% | +19.75% | 9,361.08 | |
Nippon India Multi Cap Fund Growth | +1.75% | +18.42% | 50,820.01 | |
ICICI Prudential Multicap Fund Growth | -2.63% | +16.29% | 16,315.09 | |
Aditya Birla Sun Life India Opportunities Fund Growth | +31.38% | +14.70% | 144.16 | |
| Compare | ||||
About Sundaram Equity Fund Growth
Sundaram Equity Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 31 Dec 2021 is ₹16.60.
The Sundaram Equity Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Fund benchmarkNifty 500 Multicap 50:25:25 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,