NAV: 30 Jun 2022 | ₹313.40 |
Min. SIP amount | NA |
Rating | 3 |
Fund size | ₹892.92Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 2.9% | 13.0% | 9.7% | 13.0% |
Category average | 54.9% | 14.2% | 14.3% | NA |
Rank with in category | 8 | 14 | 19 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 8.4% |
HDFC Bank Ltd. | Financial | Equity | 5.0% |
Infosys Ltd. | Technology | Equity | 4.9% |
Polycab India Ltd. | Capital Goods | Equity | 4.7% |
State Bank of India | Financial | Equity | 4.2% |
Reliance Industries Ltd. | Energy | Equity | 4.2% |
Ashok Leyland Ltd. | Automobile | Equity | 3.3% |
Axis Bank Ltd. | Financial | Equity | 3.2% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.0% |
Tata Consultancy Services Ltd. | Technology | Equity | 3.0% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Sundaram Tax Savings Direct IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Tax Savings Direct IDCW Half Yearly has been there from 13 Sep 2017 and the average annual returns provided by this fund is 2.94% since its inception.
The term
Expense Ratio used for Sundaram Tax Savings Direct IDCW Half Yearly or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Tax Savings Direct IDCW Half Yearly is 1.76% as of 01 Jul 2022...
The AUM, short for Assets Under Management of Sundaram Tax Savings Direct IDCW Half Yearly is ₹892.92Cr as of 01 Jul 2022.
If you want to sell your Sundaram Tax Savings Direct IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Tax Savings Direct IDCW Half Yearly is ₹313.40 as of 30 Jun 2022.