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Sundaram Equity Fund

Sundaram Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

37.41

as on 31 Dec 2021

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 13,740 today.

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NAV Performance

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

Fund Information

  • ₹ 16.596

    as on 31 Dec 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 828 Cr.

    as on 30 Nov 2021
  • 2.52%

  • 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 ₹ 16.596 as on 31 Dec 2021.

This fund has 2 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.52%. 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 10.14% 15.44% 12.46% 37.41% 41.00% 34.65% 21.66% 21.14% 18.58% 31.00% 36.10% 27.18% 21.88%
Category Average 6.96% 10.00% 1.56% 11.56% 31.19% 20.84% 14.23% 16.63% 6.13% 20.40% 24.39% 18.74% 16.13%
Sundaram Equity Fund 3.05%₹ 10,305 1.13%₹ 10,112 12.46%₹ 11,246 - - - - - - - - - -
Quant Active Fund 8.63%₹ 10,862 11.85%₹ 11,185 0.24%₹ 10,024 9.68%₹ 10,968 7.30%₹ 12,467 39.68%₹ 19,509 26.52%₹ 30,933 34.65%₹ 24,493 36.10%₹ 59,956 21.66%₹ 26,679 27.18%₹ 1,17,334 21.14%₹ 68,197 21.88%₹ 3,81,399
Principal Multi Cap Growth Fund 10.14%₹ 11,013 14.47%₹ 11,446 0.14%₹ 10,013 10.56%₹ 11,056 8.11%₹ 12,519 32.82%₹ 17,640 22.44%₹ 29,824 21.49%₹ 17,969 25.50%₹ 52,070 13.43%₹ 18,786 17.50%₹ 92,855 17.24%₹ 49,140 16.14%₹ 2,79,752
Invesco India Multicap Fund 7.76%₹ 10,775 12.75%₹ 11,275 -2.18%₹ 9,782 0.14%₹ 10,014 0.48%₹ 12,031 29.24%₹ 16,702 15.57%₹ 27,994 19.85%₹ 17,249 20.54%₹ 48,634 11.76%₹ 17,446 14.85%₹ 87,024 17.89%₹ 51,923 15.27%₹ 2,66,947
Baroda Multi Cap Fund 9.21%₹ 10,920 11.68%₹ 11,167 -2.01%₹ 9,798 7.35%₹ 10,734 2.75%₹ 12,178 31.75%₹ 17,358 19.49%₹ 29,035 21.15%₹ 17,820 24.03%₹ 51,038 12.59%₹ 18,104 17.41%₹ 92,665 14.14%₹ 37,572 14.12%₹ 2,50,915
BNP Paribas Multi Cap Fund -4.39%₹ 9,561 -4.55%₹ 9,544 -2.58%₹ 9,742 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Fund as on 16 Aug 2022 are listed below:

  • Equity Holdings:

    98.98%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.05%

Top Sector Holdings of Sundaram Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.33% ₹ 118.65 Cr.
Computers - Software 9.52% ₹ 78.81 Cr.
Refineries/Marketing 6.98% ₹ 57.80 Cr.
Other Financial Services 4.29% ₹ 35.53 Cr.
Housing Finance 4.24% ₹ 35.17 Cr.
Others 60.64% -

Top Stock Holdings of Sundaram Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 4.32% ₹ 35.81 Cr.
Infosys Ltd. 3.58% ₹ 29.63 Cr.
HDFC Bank Ltd. 3.36% ₹ 27.87 Cr.
ICICI Bank Ltd. 3.26% ₹ 26.98 Cr.
Mindtree Ltd. 3.13% ₹ 25.92 Cr.
Others 82.35% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.23%
Reverse Repo 0.48%
Net Receivables -0.66%