Sundaram Equity Savings Fund Growth
Medium
Risk
Other Schemes
Equity Savings
+
11.85
%
11.85
%
3Y annualised
+
0.45
%
0.45
%
1D
1M
6M
1Y
3Y
All
Fund size
716
NAV:
Mar 7, 2024
62.0585
Sector
Tech
Type
Other_schemes
Launched
May 2002
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.7
%
Reliance Industries Ltd
7.18
%
Future on Reliance Industries Ltd
5.78
%
Hdfc Bank Limited February 2024
5.19
%
ICICI Bank Ltd
5.18
%
Infosys Ltd
4.29
%
Axis Bank Ltd
3.71
%
Icici Bank Limited February 2024
3.68
%
182 DTB 07032023
3.47
%
Infosys Limited February 2024
3.42
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
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 Equity Savings Fund Growth
More details
Investment objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
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.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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