Sundaram Equity Fund Regular Plan Growth Option

Category: Equity: Multi Cap
Launch Date: 06-09-2019
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.44% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 450.82 Cr As on (31-10-2019)
Turn over: 50% | Exit Load: 1.00% - 365 days

10.6383

6.24%

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 Growth Option 06-09-2019 - - - - -
DSP Equity Fund - Regular Plan - Growth 29-04-1997 19.06 6.29 13.48 8.67 11.33
Axis Multicap Fund - Regular Plan - Growth 02-11-2017 18.53 12.26 - - -
JM Multicap Fund - Growth option 23-09-2008 17.31 6.93 13.89 9.6 8.7
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 14.94 4.0 8.26 3.57 7.31
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 14.5 - - - -
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 14.42 2.47 - - -
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 14.28 - - - -
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 13.86 0.76 11.09 8.5 12.59
Kotak Standard Multicap Fund - Growth 11-09-2009 13.59 6.84 13.48 10.35 13.17

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

34.06%

Large Cap

59.28%

Mid Cap

6.65%

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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