Share Fund
To achieve long – term capital appreciation.
Suitability
This product is suitable for investors who are seeking
• Long term Capital Growth
• Investment in equity & equity related securities including equity derivatives of companies across market capitalization
Scheme Class | Equity |
Scheme Category | Multi-Cap |
Expense Ratio | 0.97% |
Min subscription | ₹ 300 |
Scheme Type | Open-ended |
Scheme AUM (in Crs.) | ₹ 1,795 |
AMC AUM (in Crs.) | ₹ 30,497 |
Min Addition Subscription | ₹ 300 |
Benchmark Type | S&P BSE 500 India TR INR |
Exit Load | Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days. |
Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
---|---|---|---|
Motilal Oswal Flexicap Fund - Direct Plan | 1000 | 1000 | 6.1% |
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan | 1000 | 1000 | 13.49% |
L&T India Value Fund - Direct Plan | 1000 | 1000 | 15.24% |
Mirae Asset Large Cap Fund - Direct Plan | 1000 | 1000 | 13.31% |
Kotak Flexicap Fund - Direct Plan | 1000 | 1000 | 11.63% |
HDFC Flexi Cap Fund - Direct Plan | 1000 | 1000 | 13.4% |
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan | 1000 | 1000 | 13.49% |
Parag Parikh Flexi Cap Fund - Direct Plan | 1000 | 1000 | 23.39% |
Kotak Flexicap Fund - Direct Plan | 1000 | 1000 | 11.63% |
Company | Holding Type | Asset(%) |
---|---|---|
Infosys Ltd | Equity | 4 |
ICICI Bank Ltd | Equity | 4 |
HDFC Bank Ltd | Equity | 4 |
State Bank of India | Equity | 3 |
Reliance Industries Ltd | Equity | 3 |
Axis Bank Ltd | Equity | 3 |
Polycab India Ltd | Equity | 2 |
KEI Industries Ltd | Equity | 2 |
Treps | Cash - Repurchase Agreement | 2 |
Ashok Leyland Ltd | Equity | 2 |
Asset | Percent |
---|---|
Equity | 97 |
Cash - Repurchase Agreement | 3 |
Equity - Future | 0 |
Cash | 0 |
Sector | Percent |
---|---|
Financial Services | 26 |
Industrials | 17 |
Consumer Cyclical | 16 |
Technology | 14 |
Basic Materials | 7 |
Fund Manager
Rohit Seksaria
0+ years of experience
Sudhir Kedia
0+ years of experience
Ratish Varier
0+ years of experience
About
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014