Sundaram Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • 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 1.74 8.69 4.02 4.26 8.53 8.79

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 Sep 11, 2009 1.41 4.01 8.95 1.69 29,550.51
UTI - Equity Fund-Growth Option Aug 01, 2005 12.87 8.99 9.31 2.09 11,386.26
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 Unrated -2.53 -0.15 7.53 1.82 11,031.86
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 3.22 1.74 8.58 1.83 10,831.99
SBI Magnum Multicap Fund - REGULAR PLAN -Growth Option Sep 16, 2005 -3.69 1.34 7.74 1.79 8,870.49

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • Navin Fluorine International Ltd

  • HCL Technologies Ltd

  • Tata Consultancy Services Ltd

  • Bharti Airtel Ltd

  • Housing Development Finance Corporation Ltd

  • Hindustan UniLever Ltd

  • Sun Pharmaceutical Industries Ltd

  • Mahindra & Mahindra Ltd

  • Dr. Reddy's Laboratories Ltd

  • Axis Bank Ltd

  • Cipla Ltd

  • Cholamandalam Financial Holdings Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Hero MotoCorp Ltd

  • Ultratech Cement Ltd

  • TATA Consumer Products Ltd

  • MindTree Ltd

  • Aurobindo Pharma Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finserv Ltd

  • Emami Ltd

  • ICICI Lombard General Insurance Company Ltd

  • ITC Ltd

  • Quess Corp Ltd

  • Wipro Ltd

  • Whirlpool of India Ltd

  • Divi's Laboratories Ltd

  • SBI Life Insurance Company Ltd

  • CSB Bank Ltd

  • Prestige Estates Projects Ltd

  • Kotak Mahindra Bank Ltd

  • Bharat Petroleum Corporation Ltd

  • Bosch Ltd

  • 3M India Ltd

  • The Ramco Cements Ltd

  • ICICI Securities Ltd

  • Asian Paints Ltd

  • Britannia Industries Ltd

  • Indraprastha Gas Ltd

  • Computer Age Management Services Ltd

  • State Bank of India

  • Container Corporation of India Ltd

  • Tata Motors Ltd

  • Timken India Ltd

  • TREPS

  • UTI Asset Management Co Ltd

  • Maruti Suzuki India Ltd

  • Cash and Other Net Current Assets

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  • IT - Software

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Refineries

  • Household & Personal Products

  • Chemicals

  • Finance - Investment

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Finance - Housing

  • Insurance

  • Consumer Food

  • Automobiles - Passenger Cars

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Construction - Real Estate

  • Auto Ancillary

  • Diversified

  • Finance - Stock Broking

  • Paints

  • Industrial Gases & Fuels

  • BPO/ITeS

  • Bank - Public

  • Logistics

  • Automobiles-Trucks/Lcv

  • Bearings

  • 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 ₹580.95 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended up ₹0.05(0.46%)yesterday to ₹10.4606.

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