Sundaram Equity Fund - Dividend - Regular Plan

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  • Net Change on 23-10-2019

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Fund Overview Dividend | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

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 2.43 2.74 11.65 9.23 9.34 9.18

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

Peer Fund Comparison

Fund Holdings as on 30-September-2019

  • Sundaram Money Fund - Direct Growth

  • TREPS

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • Hindustan UniLever Ltd

  • Bajaj Finserv Ltd

  • Axis Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Siemens Ltd

  • Ultratech Cement Ltd

  • ITC Ltd

  • SBI Life Insurance Company Ltd

  • Tata Consultancy Services Ltd

  • Asian Paints Ltd

  • Infosys Ltd

  • 3M India Ltd

  • Whirlpool of India Ltd

  • The Indian Hotels Company Ltd

  • RBL Bank Ltd

  • Thermax Ltd

  • Margin Money For Derivatives

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  • Bank - Private

  • Miscellaneous

  • Finance - Housing

  • Insurance

  • Engineering - Construction

  • Refineries

  • IT - Software

  • Household & Personal Products

  • Finance - Investment

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Paints

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Hotel, Resort & Restaurants

  • Engineering - Industrial Equipments

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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 ₹394.42 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended down ₹-0.01(-0.05%)yesterday to ₹10.49.

Among its top 3 holdings the fund has exposure to Sundaram Money Fund - Direct Growth, TREPS and HDFC Bank Ltd

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

  • MFU

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