Sundaram Equity Multiplier Fund

Sundaram Equity Multiplier Fund is managed by S Krishnakumar. The scheme aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories. If you have already invested in this scheme, exit now to invest in a better performing fund. New investors can safely skip this fund.

Where does Sundaram Equity Multiplier Fund invest your money?

Sundaram Equity Multiplier Fund is a equity oriented multi cap fund which means most of your money would be invested in large medium and small sized companies. About 8.08% of the fund’s money is allocated to stocks of large companies, 49.22% to stocks of mid sized companies and 40.50% to those of small cap companies. Large cap stocks bring stable returns but it is the mid cap stocks that bring in bumper returns.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Sundaram Equity Multiplier Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Jan 2007, your value of investments would be around Rs 1.34 lakhs. If you had invested Rs 1 lakh for 5 years, your value of investments would be around Rs 1.03 lakhs. The performance has not been better or similar to other large cap mutual funds. The fund has been giving around 0.71% returns to those who have stayed invested for 5 years.

Assume you had invested Rs 10,000 every month in Sundaram Equity Multiplier Fund through SIP for the past 5 years today you would just have around Rs 6.83 lakhs. 

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Sundaram Equity Multiplier Fund is 2.84%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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