Sundaram Equity Fund - Growth - Direct Plan

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  • Net Change on 20-04-2021

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Fund Overview Growth | Direct Plan

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  • 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
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 Multicap 50:25:25 TRI N/A N/A N/A N/A N/A N/A

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.)
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 55.05 5.84 10.60 1.18 9,043
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 52.17 8.93 12.95 1.08 5,890.42
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 53.12 6.99 13.72 0.93 1,171.10
Principal Multi Cap Growth Fund-Direct Plan - Growth Option Jan 01, 2013 Unrated 54.96 6.76 14.49 1.71 713.65
BNP Paribas MULTI CAP Fund - Direct Plan - Growth Option Jan 02, 2013 48.79 8.55 13.19 1.04 520.40

Fund Holdings as on 31-March-2021

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Navin Fluorine International Ltd

  • Housing Development Finance Corporation Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • NCC Ltd

  • MindTree Ltd

  • State Bank of India

  • Quess Corp Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Bharti Airtel Ltd

  • Cholamandalam Financial Holdings Ltd

  • Ultratech Cement Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Emami Ltd

  • Bharat Petroleum Corporation Ltd

  • Bank of Baroda

  • CSB Bank Ltd

  • Tata Consultancy Services Ltd

  • HCL Technologies Ltd

  • 3M India Ltd

  • Grindwell Norton Ltd

  • Bajaj Finserv Ltd

  • Tata Metaliks Ltd

  • Whirlpool of India Ltd

  • Cummins India Ltd

  • Container Corporation of India Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Lakshmi Machine Works Ltd

  • The Ramco Cements Ltd

  • Rane Holdings Ltd

  • Hindalco Industries Ltd

  • Dr. Reddy's Laboratories Ltd

  • SRF Ltd

  • Birla Corporation Ltd

  • Persistent Systems Ltd

  • Aurobindo Pharma Ltd

  • IDFC Ltd

  • TATA Consumer Products Ltd

  • Mahindra & Mahindra Ltd

  • Cyient Ltd

  • Radico Khaitan Ltd

  • LIC Housing Finance Ltd

  • The Federal Bank Ltd

  • Timken India Ltd

  • Wabco India Ltd

  • ITC Ltd

  • Indraprastha Gas Ltd

  • TREPS

  • IDBI Bank Ltd

  • Ashok Leyland Ltd

  • PVR Ltd

  • Cipla Ltd

  • Punjab National Bank

  • RBL Bank Ltd

  • Multi Commodity Exchange of India Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Oberoi Realty Ltd

  • Dixon Technologies (India) Ltd

  • ICICI Securities Ltd

  • City Union Bank Ltd

  • Orient Electric Ltd

  • IIFL Wealth Management Ltd

  • Capacite Infraprojects Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Bank - Public

  • Finance - Investment

  • Engineering - Construction

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Diversified

  • Chemicals

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Telecommunication - Service Provider

  • Air Conditioners

  • Household & Personal Products

  • Finance - Stock Broking

  • Abrasives

  • Steel/Sponge Iron/Pig Iron

  • Logistics

  • Diesel Engines

  • Construction - Real Estate

  • Textile - Machinery

  • Metal - Non Ferrous

  • Finance - NBFC

  • Consumer Food

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Bearings

  • Auto Ancillary

  • Cigarettes/Tobacco

  • Industrial Gases & Fuels

  • Automobiles-Trucks/Lcv

  • Film Production, Distribution & Entertainment

  • Consumer Durables - Electronics

  • Finance - Others

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  • 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 ₹666.70 crore. Sundaram Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 Multicap 50:25:25 TRI as secondary index.

The NAV of Sundaram Equity Fund ended down ₹-0.05(-0.35%)yesterday to ₹13.2599.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd, and

The Sundaram Equity Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

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

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