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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

  • ₹ 1,785 Cr.

    as on 30 Nov 2021
  • 2.52%

  • 09 Sep 2019

  • Equity - Multi Cap Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Multi cap Fund - Growth - Old 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 4 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 VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • 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 VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • 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 VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • 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 VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • 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 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 VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

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 8.79% 9.54% 24.85% 37.41% 31.14% 32.91% 25.85% 22.86% 47.50% 32.18% 29.24% 28.35% 21.72%
Category Average 5.91% 5.00% 18.32% 25.16% 17.37% 24.21% 19.08% 17.72% 40.20% 25.65% 21.88% 23.80% 17.18%
Sundaram Equity Fund 3.05%₹ 10,305 1.13%₹ 10,112 12.46%₹ 11,246 - - - - - - - - - -
Quant Active Fund 7.03%₹ 10,703 4.44%₹ 10,444 20.43%₹ 12,043 14.66%₹ 11,466 33.20%₹ 14,060 13.67%₹ 12,920 21.60%₹ 29,607 28.51%₹ 21,222 21.15%₹ 49,056 25.85%₹ 31,614 28.35%₹ 1,20,653 22.86%₹ 78,524 21.72%₹ 3,77,978
Nippon India Multi Cap Fund 6.70%₹ 10,670 4.85%₹ 10,484 22.74%₹ 12,274 31.02%₹ 13,101 44.36%₹ 14,718 23.10%₹ 15,153 32.18%₹ 32,505 32.91%₹ 23,478 29.24%₹ 54,777 19.60%₹ 24,496 27.01%₹ 1,16,860 17.69%₹ 51,062 17.64%₹ 3,03,227
Baroda Multi Cap Fund 7.33%₹ 10,732 7.35%₹ 10,735 18.42%₹ 11,842 22.79%₹ 12,279 35.94%₹ 14,223 11.74%₹ 12,485 22.50%₹ 29,848 23.38%₹ 18,779 19.83%₹ 48,160 19.48%₹ 24,372 22.00%₹ 1,03,620 15.51%₹ 42,363 15.55%₹ 2,71,014
ICICI Prudential Multicap Fund 7.86%₹ 10,786 7.37%₹ 10,736 21.68%₹ 12,167 26.45%₹ 12,644 41.13%₹ 14,529 16.64%₹ 13,603 27.04%₹ 31,084 24.05%₹ 19,087 22.39%₹ 49,903 17.38%₹ 22,306 21.99%₹ 1,03,574 17.03%₹ 48,260 16.07%₹ 2,78,686
Principal Multi Cap Growth Fund 8.34%₹ 10,834 6.86%₹ 10,685 20.96%₹ 12,096 22.59%₹ 12,258 38.35%₹ 14,366 11.57%₹ 12,447 22.40%₹ 29,823 23.89%₹ 19,014 19.99%₹ 48,268 17.41%₹ 22,335 21.40%₹ 1,02,105 17.39%₹ 49,762 16.27%₹ 2,81,738

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Fund as on 10 Dec 2023 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%