NAV on (30 Jan 2026 )
₹38.84 ▼
(-0.30%)
Fund Size
₹13.65 Crores
1Y Returns
13.50 %
The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
Sundaram Asset Management Company Ltd.
Launch Date
November 3, 2015
Fund Manager
Mr. Rohit Seksaria
Initial Price
10
AUM Fund
13.65 Cr
Min investment
Rs 500
Expense Ratio
1.16%
Nil
1 Month
-0.68%
6 Months
+4.24%
1 Year
+13.50%
2 Years
+11.05%
3 Years
+15.90%
5 Years
+16.65%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 20.35% | 20.68% | ₹448.25 | |
| 17.15% | 55.58% | ₹49.5 | |
| 17.15% | 55.58% | ₹49.5 | |
| 16.79% | 54.07% | ₹49.5 | |
| 16.79% | 54.07% | ₹49.5 |