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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | S Bharath

23 Apr 25 | 12:00 AM

63.95 0.51 (0.80%)

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 objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    24-06-2002

  • 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    If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

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

Investment-Style

Market-Cap