Sundaram Equity Fund - Dividend - Direct Plan

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Fund Overview Dividend | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 500 - TRI 6.48 25.35 20.08 8.69 15.33 10.39

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Standard Multicap Fund - Dividend - Direct Jan 01, 2013 16.86 9.74 16.04 0.64 33,461.66
HDFC Equity Fund -Direct Plan - Dividend Option Dec 31, 2012 Unrated 11.76 4.84 13.48 1.18 21,781.41
UTI - Equity Fund-Income Option - Direct Jan 02, 2013 34.99 16.41 17.49 1.25 14,860.64
Aditya Birla Sun Life Equity Fund - Dividend - Direct Plan Jan 01, 2013 20.82 8.37 16.36 0.98 12,624.46
Motilal Oswal Multicap 35 Fund (MOF35)- Direct Plan-Dividend Option Apr 28, 2014 Unrated 14.90 4.86 13.74 0.93 11,999.50

Fund Holdings as on 31-December-2020

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • Housing Development Finance Corporation Ltd

  • Navin Fluorine International Ltd

  • Tata Consultancy Services Ltd

  • HCL Technologies Ltd

  • Bharti Airtel Ltd

  • Cholamandalam Financial Holdings Ltd

  • Larsen & Toubro Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • State Bank of India

  • Ultratech Cement Ltd

  • Axis Bank Ltd

  • MindTree Ltd

  • Quess Corp Ltd

  • TATA Consumer Products Ltd

  • Whirlpool of India Ltd

  • Prestige Estates Projects Ltd

  • Bajaj Finserv Ltd

  • Kotak Mahindra Bank Ltd

  • ITC Ltd

  • Divi's Laboratories Ltd

  • Emami Ltd

  • Tata Steel Ltd

  • Aurobindo Pharma Ltd

  • Hindalco Industries Ltd

  • Dr. Reddy's Laboratories Ltd

  • Mahindra & Mahindra Ltd

  • Hindustan UniLever Ltd

  • Bharat Petroleum Corporation Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Cipla Ltd

  • Asian Paints Ltd

  • SRF Ltd

  • CSB Bank Ltd

  • Indraprastha Gas Ltd

  • The Ramco Cements Ltd

  • 3M India Ltd

  • IDFC Ltd

  • The Federal Bank Ltd

  • TREPS

  • Container Corporation of India Ltd

  • ICICI Securities Ltd

  • Punjab National Bank

  • IDBI Bank Ltd

  • Bank of Baroda

  • RBL Bank Ltd

  • Timken India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Persistent Systems Ltd

  • Birla Corporation Ltd

  • Yes Bank Ltd

  • Cummins India Ltd

  • City Union Bank Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Finance - Investment

  • Chemicals

  • Bank - Public

  • Cement & Construction Materials

  • Household & Personal Products

  • Telecommunication - Service Provider

  • Diversified

  • Engineering - Construction

  • Air Conditioners

  • Miscellaneous

  • Consumer Food

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Automobiles - Passenger Cars

  • Insurance

  • Paints

  • Industrial Gases & Fuels

  • Finance - NBFC

  • Logistics

  • Finance - Stock Broking

  • Bearings

  • Diesel Engines

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Fund Manager

  • Cash

  • Equity

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About Sundaram Equity Fund

Scheme Analysis

Sundaram Equity Fund is a Equity - Multi Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 06-Sep-2019 and currently has an AUM of ₹634.80 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended down ₹-0.18(-1.37%)yesterday to ₹12.8456.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd, and

The Sundaram Equity Fund is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156