Sundaram Equity Fund - Growth - Regular Plan

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  • Net Change on 22-01-2020

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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 (₹)

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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 0.92 5.48 10.58 13.03 8.50 9.50

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 14.26 13.54 10.13 1.63 29,597.85
HDFC Equity Fund - Growth Option Jan 01, 1995 5.48 10.59 6.43 1.71 23,737.12
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 9.08 10.62 11.06 1.75 13,130.85
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 11.66 10.60 9.84 1.84 11,856.05
Franklin India Equity Fund - Growth Sep 29, 1994 5.27 8.33 6.46 1.81 11,194.17

Fund Holdings as on 31-December-2019

  • TREPS

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • RBL Bank Ltd

  • Axis Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bajaj Finance Ltd

  • Bajaj Finserv Ltd

  • Hindustan UniLever Ltd

  • Navin Fluorine International Ltd

  • SBI Life Insurance Company Ltd

  • Kotak Mahindra Bank Ltd

  • Siemens Ltd

  • Mahindra & Mahindra Ltd

  • Ultratech Cement Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Bharti Airtel Ltd

  • Zee Entertainment Enterprises Ltd

  • Asian Paints Ltd

  • Whirlpool of India Ltd

  • ITC Ltd

  • Tata Consultancy Services Ltd

  • Ujjivan Small Finance Bank Ltd

  • 3M India Ltd

  • CSB Bank Ltd

  • Infosys Ltd

  • Container Corporation of India Ltd

  • Bharat Petroleum Corporation Ltd

  • Raymond Ltd

  • Motherson Sumi Systems Ltd

  • The Indian Hotels Company Ltd

  • State Bank of India

  • Thermax Ltd

  • Prestige Estates Projects Ltd

  • JM Financial Ltd

  • Indostar Capital Finance Ltd

  • Sun Pharmaceutical Industries Ltd

  • Emami Ltd

  • Repco Home Finance Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Maruti Suzuki India Ltd

  • ICICI Securities Ltd

  • Bosch Ltd

  • PVR Ltd

  • Timken India Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Refineries

  • Finance - Housing

  • Insurance

  • Finance - NBFC

  • Miscellaneous

  • Finance - Investment

  • Household & Personal Products

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • IT - Software

  • Chemicals

  • Electric Equipment

  • Cement & Construction Materials

  • Auto Ancillary

  • Air Conditioners

  • Telecommunication - Service Provider

  • TV Broadcasting & Software Production

  • Paints

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Diversified

  • Logistics

  • Textile - Weaving

  • Hotel, Resort & Restaurants

  • Engineering - Industrial Equipments

  • Bank - Public

  • Construction - Real Estate

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Film Production, Distribution & Entertainment

  • Bearings

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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 ₹526.35 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended down ₹-0.03(-0.26%)yesterday to ₹10.9364.

Among its top 3 holdings the fund has exposure to TREPS, 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

Fund Manager

  • Cash

  • Equity

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