Sundaram Equity Fund - Growth - Regular Plan

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  • (-0.41%)Nav, as on 03-12-2021

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  • Net Change on 03-12-2021

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  • Assets (Cr.)

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Fund Overview Growth | 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

  • 52 Week High Nav (₹)

  • 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
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 55.70 15.88 15.81 1.89 10,969.56
ICICI Prudential Multicap Fund - Growth Oct 01, 1994 Unrated 41.32 16.09 14.75 1.99 6,585.23
Invesco India Multicap Fund - Growth Option Mar 17, 2008 46.01 19.85 16.71 2.33 1,721.77
Quant Active Fund-GROWTH OPTION Mar 20, 2001 67.23 32.66 25.96 2.63 1,304.41
BARODA MULTI CAP FUND - Plan A - Growth Option Sep 12, 2003 50.09 23.24 17.21 2.48 1,170.64

Fund Holdings as on 31-October-2021

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • MindTree Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • Birla Corporation Ltd

  • State Bank of India

  • Bharti Airtel Ltd

  • Navin Fluorine International Ltd

  • Cholamandalam Financial Holdings Ltd

  • Quess Corp Ltd

  • Bajaj Finserv Ltd

  • Tata Consultancy Services Ltd

  • Grindwell Norton Ltd

  • Larsen & Toubro Ltd

  • Kalyan Jewellers India Ltd

  • SRF Ltd

  • Multi Commodity Exchange of India Ltd

  • Cyient Ltd

  • Tata Motors Ltd

  • Radico Khaitan Ltd

  • Page Industries Ltd

  • Indraprastha Gas Ltd

  • Bank of Baroda

  • Tata Metaliks Ltd

  • Hindustan Petroleum Corporation Ltd

  • Emami Ltd

  • JB Chemicals & Pharmaceuticals Ltd

  • Gland Pharma Ltd

  • CSB Bank Ltd

  • Hindalco Industries Ltd

  • SBI Life Insurance Company Ltd

  • Oberoi Realty Ltd

  • Schaeffler India Ltd

  • Bharat Petroleum Corporation Ltd

  • VIP Industries Ltd

  • HCL Technologies Ltd

  • Mahindra & Mahindra Ltd

  • Tech Mahindra Ltd

  • Hindustan UniLever Ltd

  • Container Corporation of India Ltd

  • Timken India Ltd

  • The Ramco Cements Ltd

  • Amrutanjan Health Care Ltd

  • Coromandel International Ltd

  • ICICI Securities Ltd

  • LIC Housing Finance Ltd

  • 3M India Ltd

  • TREPS

  • Lakshmi Machine Works Ltd

  • Ashok Leyland Ltd

  • Wabco India Ltd

  • Prestige Estates Projects Ltd

  • Craftsman Automation Ltd

  • Orient Electric Ltd

  • Whirlpool of India Ltd

  • Dixon Technologies (India) Ltd

  • Ultratech Cement Ltd

  • Polycab India Ltd

  • Reverse Repo

  • Capacite Infraprojects Ltd

  • Share Application Money pending Allotment

  • Bharti Airtel Ltd - Partly Paid Right Shares

  • Cash and Other Net Current Assets

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  • IT - Software

  • Bank - Private

  • Refineries

  • Diversified

  • Finance - Investment

  • Finance - Housing

  • Bank - Public

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Telecommunication - Service Provider

  • Bearings

  • Construction - Real Estate

  • Chemicals

  • Miscellaneous

  • Abrasives

  • Engineering - Construction

  • Diamond & Jewellery

  • Breweries & Distilleries

  • Textile

  • Industrial Gases & Fuels

  • Steel/Sponge Iron/Pig Iron

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Insurance

  • Automobiles - Passenger Cars

  • Consumer Durables - Domestic Appliances

  • Logistics

  • Fertilizers

  • Textile - Machinery

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Consumer Durables - Electronics

  • Cable

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  • Cash

  • Equity

  • Rights

  • Unrated

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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 ₹847.37 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 ₹-0.07(-0.41%)yesterday to ₹16.3233.

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