Sundaram Equity Fund - Growth - Regular Plan

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  • Net Change on 26-07-2021

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Fund Overview Growth | Regular 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-Growth Plan-Growth Option Mar 28, 2005 Unrated 68.54 12.63 11.80 1.96 9,809.07
ICICI Prudential Multicap Fund - Growth Oct 01, 1994 Unrated 61.44 13.80 13.63 1.99 6,159.38
Invesco India Multicap Fund - Growth Option Mar 17, 2008 68.35 15.66 15.11 2.23 1,409.33
BARODA MULTI CAP FUND - Plan A - Growth Option Sep 12, 2003 Unrated 60.53 15.40 13.67 2.29 1,043.72
Principal Multi Cap Growth Fund-Growth Option Oct 25, 2000 Unrated 59.45 14.40 15.84 2.44 775.27

Fund Holdings as on 30-June-2021

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Navin Fluorine International Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • NCC Ltd

  • MindTree Ltd

  • State Bank of India

  • Quess Corp Ltd

  • Birla Corporation Ltd

  • Bharti Airtel Ltd

  • Tata Metaliks Ltd

  • CSB Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • Larsen & Toubro Ltd

  • Ultratech Cement Ltd

  • Axis Bank Ltd

  • Emami Ltd

  • Lakshmi Machine Works Ltd

  • Grindwell Norton Ltd

  • Bank of Baroda

  • Bharat Petroleum Corporation Ltd

  • Bajaj Finserv Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Page Industries Ltd

  • SRF Ltd

  • Tata Consultancy Services Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Container Corporation of India Ltd

  • SBI Life Insurance Company Ltd

  • Radico Khaitan Ltd

  • HCL Technologies Ltd

  • Cyient Ltd

  • Dr. Reddy's Laboratories Ltd

  • Hindalco Industries Ltd

  • Tata Motors Ltd

  • Aurobindo Pharma Ltd

  • Cummins India Ltd

  • The Ramco Cements Ltd

  • Gland Pharma Ltd

  • Schaeffler India Ltd

  • ICICI Securities Ltd

  • Persistent Systems Ltd

  • LIC Housing Finance Ltd

  • Oberoi Realty Ltd

  • 3M India Ltd

  • Timken India Ltd

  • Cipla Ltd

  • Multi Commodity Exchange of India Ltd

  • Indraprastha Gas Ltd

  • Wabco India Ltd

  • Rane Holdings Ltd

  • Ashok Leyland Ltd

  • Hindustan UniLever Ltd

  • Maruti Suzuki India Ltd

  • Dixon Technologies (India) Ltd

  • Cash and Other Net Current Assets

  • Coromandel International Ltd

  • Whirlpool of India Ltd

  • Reverse Repo

  • Orient Electric Ltd

  • TREPS

  • Kalyan Jewellers India Ltd

  • Capacite Infraprojects Ltd

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Diversified

  • Engineering - Construction

  • Finance - Investment

  • Finance - Housing

  • Chemicals

  • Bank - Public

  • Cement & Construction Materials

  • Household & Personal Products

  • Miscellaneous

  • Bearings

  • Automobiles-Trucks/Lcv

  • Steel/Sponge Iron/Pig Iron

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Textile - Machinery

  • Abrasives

  • Textile

  • Air Conditioners

  • Construction - Real Estate

  • Logistics

  • Insurance

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Diesel Engines

  • Industrial Gases & Fuels

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Consumer Durables - Electronics

  • Fertilizers

  • Diamond & Jewellery

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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 ₹748.65 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 ₹-0.03(-0.19%)yesterday to ₹15.2636.

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