Sundaram Equity Fund - Growth - Regular Plan

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  • Net Change on 31-03-2020

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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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  • 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 -23.85 -28.81 -26.46 -2.98 1.41 6.17

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 -26.52 -3.06 2.75 1.66 29,459.53
HDFC Equity Fund - Growth Option Jan 01, 1995 -35.62 -6.85 -1.30 1.80 21,417.41
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 -27.32 -5.95 2.09 1.80 12,371.55
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -28.44 -5.72 1.50 1.78 11,582.16
UTI - Equity Fund-Growth Option Aug 01, 2005 -21.09 -0.34 2.05 1.81 10,499.23

Fund Holdings as on 29-February-2020

  • TREPS

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Reliance Industries Ltd

  • Navin Fluorine International Ltd

  • Bharti Airtel Ltd

  • Hindustan UniLever Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Cholamandalam Financial Holdings Ltd

  • Bajaj Finserv Ltd

  • Axis Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • RBL Bank Ltd

  • SBI Life Insurance Company Ltd

  • Ultratech Cement Ltd

  • State Bank of India

  • Avenue Supermarts Ltd

  • Siemens Ltd

  • Mahindra & Mahindra Ltd

  • Quess Corp Ltd

  • Asian Paints Ltd

  • Indostar Capital Finance Ltd

  • Whirlpool of India Ltd

  • Zee Entertainment Enterprises Ltd

  • 3M India Ltd

  • ITC Ltd

  • Infosys Ltd

  • Ujjivan Small Finance Bank Ltd

  • Cash and Other Net Current Assets

  • Aurobindo Pharma Ltd

  • Bharat Petroleum Corporation Ltd

  • Container Corporation of India Ltd

  • JM Financial Ltd

  • ICICI Securities Ltd

  • CSB Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • The Ramco Cements Ltd

  • The Indian Hotels Company Ltd

  • Repco Home Finance Ltd

  • Prestige Estates Projects Ltd

  • Emami Ltd

  • Timken India Ltd

  • Maruti Suzuki India Ltd

  • PVR Ltd

  • TATA Consumer Products Ltd

  • Indian Oil Corporation Ltd

  • Thermax Ltd

  • Raymond Ltd

  • Motherson Sumi Systems Ltd

  • Bosch Ltd

  • V-Guard Industries Ltd

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • Finance - Investment

  • Finance - Housing

  • Finance - NBFC

  • Insurance

  • Household & Personal Products

  • Chemicals

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Engineering - Construction

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Bank - Public

  • Retailing

  • Paints

  • Auto Ancillary

  • Consumer Durables - Domestic Appliances

  • TV Broadcasting & Software Production

  • Diversified

  • Cigarettes/Tobacco

  • IT - Software

  • Pharmaceuticals & Drugs

  • Logistics

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Bearings

  • Film Production, Distribution & Entertainment

  • Tea/Coffee

  • Engineering - Industrial Equipments

  • Textile - Weaving

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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 ₹565.45 crore. Sundaram Equity Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Sundaram Equity Fund ended up ₹0.23(3.1%)yesterday to ₹7.7169.

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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