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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | S Bharath

28 Jul 25 | 12:00 AM

160.14 -0.74 (-0.46%)

Scheme Info

Investment Details

Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives

Fund Objective

The primary investment objective of the Fund is to provide periodic returns and capital appreciation through a judicious mix of equity and debt instruments, while simultaneously aiming to minimise capital erosion.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    14-01-2000

  • AMC Name

    Sundaram Mutual Fund

  • Minimum Investment

    Rs. 100

  • Expense Ratio

    1.79

  • Exit Load Comment

    If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Style Box Analysis

  • High
  • Medium
  • Low
  • High Medium Low

Credit Quality

Interest rate sensitivity