Sundaram Equity Fund Regular Plan Dividend Payout

Fund House: Sundaram Mutual Fund
Category: Equity: Multi Cap
Launch Date: 06-09-2019
Asset Class:
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.54% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 606.35 Cr As on (31-01-2021)
Turn over: 105% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

13.1283

20.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

Current Asset Allocation (%)

Indicators

Volatility
Sharp Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Equity Fund Regular Plan Dividend Payout 06-09-2019 21.97 - - - -
Quant Active Fund-GROWTH OPTION 21-03-2001 55.15 30.44 16.62 20.8 15.4
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 28.73 23.02 11.94 - -
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 27.43 18.99 9.17 14.63 10.29
ICICI Prudential Multicap Fund - Growth 01-10-1994 26.25 15.06 9.26 15.4 13.2
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 22.51 16.17 6.6 17.54 14.24
Invesco India Multicap Fund - Growth Option 17-03-2008 22.29 19.13 8.06 15.8 16.96
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 21.97 - - - -
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 18.15 17.92 7.59 14.52 13.96
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 17.31 11.54 6.25 13.4 13.22

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.77%

Others

7.48%

Large Cap

52.9%

Mid Cap

24.83%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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