Sundaram Equity Fund - Growth - Direct Plan

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  • Net Change on 19-02-2020

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Fund Overview Growth | 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 -1.48 2.81 15.39 10.73 7.99 9.42

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 - Growth - Direct Jan 01, 2013 21.39 12.80 11.36 0.77 30,546.45
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 10.89 9.17 7.26 1.26 23,356.95
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 21.26 10.38 10.91 0.99 12,097.54
Franklin India Equity Fund - Direct - Growth Jan 01, 2013 10.00 6.94 7.17 1.09 11,104.93
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 23.02 14.25 9.56 1.36 10,649.84

Fund Holdings as on 31-January-2020

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • TREPS

  • Larsen & Toubro Ltd

  • Hindustan UniLever Ltd

  • Bharti Airtel Ltd

  • Cholamandalam Financial Holdings Ltd

  • Bajaj Finance Ltd

  • Navin Fluorine International Ltd

  • Bajaj Finserv Ltd

  • Axis Bank Ltd

  • RBL Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • SBI Life Insurance Company Ltd

  • Mahindra & Mahindra Ltd

  • Ultratech Cement Ltd

  • Siemens Ltd

  • Quess Corp Ltd

  • Asian Paints Ltd

  • Whirlpool of India Ltd

  • Zee Entertainment Enterprises Ltd

  • ITC Ltd

  • Indostar Capital Finance Ltd

  • 3M India Ltd

  • Ujjivan Small Finance Bank Ltd

  • Infosys Ltd

  • Container Corporation of India Ltd

  • Bharat Petroleum Corporation Ltd

  • Repco Home Finance Ltd

  • CSB Bank Ltd

  • Emami Ltd

  • JM Financial Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • ICICI Securities Ltd

  • The Indian Hotels Company Ltd

  • Raymond Ltd

  • Maruti Suzuki India Ltd

  • The Ramco Cements Ltd

  • State Bank of India

  • Tata Global Beverages Ltd

  • Thermax Ltd

  • Timken India Ltd

  • Indian Oil Corporation Ltd

  • Motherson Sumi Systems Ltd

  • PVR Ltd

  • Vedanta Ltd

  • Bosch Ltd

  • Aurobindo Pharma Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Refineries

  • Finance - Investment

  • Finance - Housing

  • Finance - NBFC

  • Miscellaneous

  • Insurance

  • Household & Personal Products

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Chemicals

  • Air Conditioners

  • Electric Equipment

  • Auto Ancillary

  • Paints

  • Consumer Durables - Domestic Appliances

  • TV Broadcasting & Software Production

  • Cigarettes/Tobacco

  • Diversified

  • IT - Software

  • Logistics

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Textile - Weaving

  • Tea/Coffee

  • Bank - Public

  • Bearings

  • Engineering - Industrial Equipments

  • Film Production, Distribution & Entertainment

  • Metal - Non Ferrous

  • Pharmaceuticals & Drugs

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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 ₹565.72 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended up ₹0.13(1.2%)yesterday to ₹11.1602.

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

Fund Manager

  • Cash

  • Equity

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