Sundaram Multi Cap Fund Growth
Medium
Risk
Equity
Multi Cap Fund
+
21.23
%
21.23
%
3Y annualised
+
0.43
%
0.43
%
1D
1M
6M
1Y
3Y
All
Fund size
2399
NAV:
Mar 7, 2024
322.49
Sector
Tech
Type
Equity
Launched
Oct 2000
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
4.79
%
ICICI Bank Ltd
4.71
%
HDFC Bank Ltd
3.96
%
Power Finance Corp Ltd
3.28
%
Axis Bank Ltd
3.22
%
NTPC Ltd
2.92
%
KSB Ltd
2.89
%
Sun Pharmaceuticals Industries Ltd
2.49
%
Indian Bank
2.45
%
Infosys Ltd
2.38
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
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.
Fund house & investment objective
Sundaram Multi Cap Fund Growth
More details
Investment objective
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
