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Mutual Fund

Indian Indices

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Forex

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Scheme Snapshot

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Snapshot
Inception Date 1/14/2000 Fund Manager Mr. Dwijendra Srivastava
Initial Price 10.00 Min. Invest. Rs.300
Objectives The objective is to provide long term appreciation and current income by investing in a portfolio of equity & equity related securities and fixed income securities.
Entry Load Nil
Exit Load If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Trailing Returns
  1 Mth 3 Mths 1 Yr 3 Yrs
Scheme-0.76-0.42-0.2812.25
Category-0.141.092.7628.16
Sensex-0.83-1.69-1.1211.15
Nifty-0.5-1.16-1.1912.07
NAV Chart
Other Options
Options NAV
Growth159.6577 (26/08/2025)
Asset Allocation
Holding DateValue (Rs. Cr.)
31/07/20256583.34
30/06/20256428.51
31/05/20256146.43
30/04/20255924.35
31/03/20255618.99
Mutual Fund
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : babamj@sundarammutual.com
Web : https://www.sundarammutual.com
Registrar
KFIN Technologies Pvt. Ltd.