Sundaram Equity Fund - Growth - Direct Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 9.89 11.98 10.60 6.37 11.34 9.55

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 7.58 7.14 12.81 0.70 29,807.21
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.67 1.21 8.74 1.26 18,446.25
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 23.16 13.48 13.42 1.29 11,917.47
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 Unrated 5.91 3.33 11.31 0.94 11,014.65
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 10.31 6.01 12.86 1.00 10,980.45

Fund Holdings as on 31-October-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • Navin Fluorine International Ltd

  • HCL Technologies Ltd

  • Tata Consultancy Services Ltd

  • Housing Development Finance Corporation Ltd

  • Bharti Airtel Ltd

  • Hindustan UniLever Ltd

  • Axis Bank Ltd

  • Mahindra & Mahindra Ltd

  • Sun Pharmaceutical Industries Ltd

  • Ultratech Cement Ltd

  • Dr. Reddy's Laboratories Ltd

  • Cholamandalam Financial Holdings Ltd

  • Cipla Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • TATA Consumer Products Ltd

  • MindTree Ltd

  • Hero MotoCorp Ltd

  • Aurobindo Pharma Ltd

  • Prestige Estates Projects Ltd

  • Emami Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finserv Ltd

  • ITC Ltd

  • Quess Corp Ltd

  • Divi's Laboratories Ltd

  • Kotak Mahindra Bank Ltd

  • Bharat Petroleum Corporation Ltd

  • Whirlpool of India Ltd

  • CSB Bank Ltd

  • SBI Life Insurance Company Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Maruti Suzuki India Ltd

  • The Ramco Cements Ltd

  • State Bank of India

  • 3M India Ltd

  • Asian Paints Ltd

  • Bosch Ltd

  • TREPS

  • Indraprastha Gas Ltd

  • ICICI Securities Ltd

  • Computer Age Management Services Ltd

  • Container Corporation of India Ltd

  • Timken India Ltd

  • Hindalco Industries Ltd

  • UTI Asset Management Co Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Household & Personal Products

  • Chemicals

  • Finance - Investment

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Insurance

  • Air Conditioners

  • Consumer Food

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Bank - Public

  • Diversified

  • Paints

  • Auto Ancillary

  • Finance - Stock Broking

  • Industrial Gases & Fuels

  • BPO/ITeS

  • Logistics

  • Bearings

  • Metal - Non Ferrous

  • Finance - Asset Management

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Fund Manager

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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 ₹573.07 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended up ₹0.08(0.67%)yesterday to ₹11.723.

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