Equity
ELSS
Very High
Investment Returns (CAGR)
1 yr.
8.74
3 yr.
21.3
5 yr.
14.14
Since Inception.
12.3%
Fund Size (Rs.)
1615 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF903J01NL7
Expense Ratio
1.59%
Minimum SIP (Rs.)
250
Launch Date
02-Jan-2013
Fund House
Sundaram Mutual Fund
Exit Load
Nil
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus. ;
Equity
ELSS
Very High
Fund Size (Rs.)
1615 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF903J01NL7
Expense Ratio
1.59%
Minimum SIP (Rs.)
250
Launch Date
02-Jan-2013
Fund House
Sundaram Mutual Fund
Exit Load
Nil
1 yr. 8.74
3 yr. 21.3
5 yr. 14.14
Since Inception. 12.3%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus. ;
