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Sundaram Equity Fund

Sundaram Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

NAV Performance

Sundaram Equity Fund performance graph for last 3 years
Performance of Sundaram Equity Fund for last 3 Years

Fund Information

  • ₹ 16.528

    as on 23 Sep 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 749 Cr.

    as on 23 Sep 2021
  • 2.43%

    since 31 May 2021
  • 09 Sep 2019

  • Equity - Multi Cap Fund

  • Nifty 50

  • sundaram mutual fund

    Show All Funds
  • Sundaram Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Equity Fund is an Open-ended Equity Fund. The fund belongs to Multi Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Sep 2019. This fund is offered by one of the top AMC (Assets Management Company) sundaram mutual fund. You can also view here all other Equity funds offered by sundaram mutual fund.

Latest NAV of the fund is ₹ 16.528 as on 23 Sep 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 2.43%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

To generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation

List of Fund Managers of Sundaram Equity Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish Varier

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 12.69% 18.70% 34.88% 87.17% 51.27% 31.41% 23.71% 20.79% 87.32% 73.51% 51.60% 33.16% 24.26%
Category Average 9.90% 14.20% 28.08% 74.70% 29.72% 20.59% 16.05% 17.29% 70.03% 51.09% 36.75% 22.68% 18.38%
Sundaram Equity Fund 9.35%₹ 10,935 13.55%₹ 11,354 25.54%₹ 12,553 65.14%₹ 16,513 62.22%₹ 15,742 26.01%₹ 15,889 45.77%₹ 36,389 - - - - - -
Quant Active Fund 12.11%₹ 11,210 14.92%₹ 11,492 34.89%₹ 13,488 87.17%₹ 18,717 87.32%₹ 17,139 51.27%₹ 22,909 73.51%₹ 44,816 31.41%₹ 22,745 51.60%₹ 72,933 23.71%₹ 28,990 33.16%₹ 1,35,203 20.79%₹ 66,228 24.26%₹ 4,33,868
ICICI Prudential Multicap Fund 8.73%₹ 10,873 12.68%₹ 11,267 24.79%₹ 12,479 73.24%₹ 17,324 63.32%₹ 15,804 24.26%₹ 15,448 45.93%₹ 36,436 15.24%₹ 15,320 30.18%₹ 55,494 13.50%₹ 18,841 19.42%₹ 97,346 16.40%₹ 45,706 16.82%₹ 2,90,174
Invesco India Multicap Fund 8.94%₹ 10,893 14.37%₹ 11,437 30.80%₹ 13,079 72.41%₹ 17,241 68.39%₹ 16,088 31.01%₹ 17,175 50.96%₹ 37,912 18.68%₹ 16,740 35.30%₹ 59,373 15.44%₹ 20,510 21.57%₹ 1,02,584 18.99%₹ 56,984 19.44%₹ 3,34,291
Principal Multi Cap Growth Fund 9.62%₹ 10,961 16.54%₹ 11,654 30.35%₹ 13,035 73.83%₹ 17,383 71.93%₹ 16,285 30.44%₹ 17,026 51.50%₹ 38,074 17.91%₹ 16,416 34.36%₹ 58,648 15.93%₹ 20,951 21.49%₹ 1,02,361 18.25%₹ 53,522 18.58%₹ 3,19,087
Baroda Multi Cap Fund 11.46%₹ 11,145 18.50%₹ 11,849 29.37%₹ 12,936 78.58%₹ 17,858 74.89%₹ 16,448 31.65%₹ 17,345 53.80%₹ 38,757 21.23%₹ 17,846 36.98%₹ 60,685 15.05%₹ 20,165 22.53%₹ 1,04,984 14.52%₹ 38,836 16.50%₹ 2,85,333

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Fund as on 24 Sep 2021 are listed below:

  • Equity Holdings:

    98.19%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.77%

Top Sector Holdings of Sundaram Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.04% ₹ 112.68 Cr.
Computers - software 9.61% ₹ 71.93 Cr.
Refineries/marketing 6.12% ₹ 45.80 Cr.
Pharmaceuticals 6.10% ₹ 45.70 Cr.
Cement 5.20% ₹ 38.95 Cr.
Others 57.93% -

Top Stock Holdings of Sundaram Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 4.51% ₹ 33.77 Cr.
HDFC Bank Ltd. 4.04% ₹ 30.23 Cr.
Navin Flourine International Ltd. 4.00% ₹ 29.97 Cr.
Infosys Ltd. 3.26% ₹ 24.38 Cr.
ICICI Bank Ltd. 3.18% ₹ 23.83 Cr.
Others 81.01% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.76%
Reverse Repo 0.59%
TREPS 0.42%