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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Rohit Seksaria

06 Jun 25 | 12:00 AM

32.79 0.69 (2.15%)

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

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    17-04-2008

  • AMC Name

    Sundaram Mutual Fund

  • Minimum Investment

    Rs. 100

  • Expense Ratio

    2.11

  • Exit Load Comment

    0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Style Box Analysis

  • Large Cap
  • Mid Cap
  • Small Cap
  • Growth Blend Value

Investment-Style

Market-Cap