Sundaram Equity Fund - Growth - Direct Plan

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  • Net Change on 17-06-2021

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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 76.64 11.35 12.62 1.26 9,583.65
ICICI Prudential Multicap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 68.09 13.60 14.90 1.09 6,052.84
Invesco India Multicap Fund - Direct Plan - Growth Option Jan 01, 2013 71.23 14.08 16.65 0.98 1,338.41
Principal Multi Cap Growth Fund-Direct Plan - Growth Option Jan 01, 2013 Unrated 68.35 12.77 16.80 0.66 757.49
Quant Active Fund-GROWTH OPTION-Direct Plan Jan 07, 2013 103.02 27.14 23.00 0.57 595.21

Fund Holdings as on 31-May-2021

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Navin Fluorine International Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Infosys Ltd

  • NCC Ltd

  • State Bank of India

  • Birla Corporation Ltd

  • MindTree Ltd

  • Bharti Airtel Ltd

  • Tata Metaliks Ltd

  • Cholamandalam Financial Holdings Ltd

  • Quess Corp Ltd

  • CSB Bank Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Ultratech Cement Ltd

  • Lakshmi Machine Works Ltd

  • Grindwell Norton Ltd

  • Bharat Petroleum Corporation Ltd

  • Emami Ltd

  • Bank of Baroda

  • Bajaj Finserv Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Persistent Systems Ltd

  • Tata Consultancy Services Ltd

  • Page Industries Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Container Corporation of India Ltd

  • Hindalco Industries Ltd

  • SBI Life Insurance Company Ltd

  • SRF Ltd

  • Dr. Reddy's Laboratories Ltd

  • Cyient Ltd

  • HCL Technologies Ltd

  • Aurobindo Pharma Ltd

  • TREPS

  • Tata Motors Ltd

  • 3M India Ltd

  • The Ramco Cements Ltd

  • Radico Khaitan Ltd

  • Rane Holdings Ltd

  • LIC Housing Finance Ltd

  • Gland Pharma Ltd

  • ICICI Securities Ltd

  • Cummins India Ltd

  • Multi Commodity Exchange of India Ltd

  • Timken India Ltd

  • Cipla Ltd

  • Wabco India Ltd

  • Ashok Leyland Ltd

  • Indraprastha Gas Ltd

  • Oberoi Realty Ltd

  • Dixon Technologies (India) Ltd

  • Mahindra & Mahindra Ltd

  • Coromandel International Ltd

  • Schaeffler India Ltd

  • Whirlpool of India Ltd

  • Orient Electric Ltd

  • TATA Consumer Products Ltd

  • Capacite Infraprojects Ltd

  • Reverse Repo

  • Butterfly Gandhimathi Appliances Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Diversified

  • Finance - Investment

  • Finance - Housing

  • Engineering - Construction

  • Bank - Public

  • Chemicals

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Steel/Sponge Iron/Pig Iron

  • Automobiles-Trucks/Lcv

  • Finance - Stock Broking

  • Miscellaneous

  • Textile - Machinery

  • Abrasives

  • Household & Personal Products

  • Bearings

  • Air Conditioners

  • Logistics

  • Textile

  • Metal - Non Ferrous

  • Insurance

  • Consumer Durables - Domestic Appliances

  • Construction - Real Estate

  • Breweries & Distilleries

  • Diesel Engines

  • Auto Ancillary

  • Industrial Gases & Fuels

  • Consumer Durables - Electronics

  • Automobiles - Passenger Cars

  • Fertilizers

  • Consumer Food

  • Tea/Coffee

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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 ₹714.13 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 ₹-0.1(-0.65%)yesterday to ₹15.0162.

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