Fund Performance
Lumpsum
SIP
37.41
as on 31 Dec 20211 Year
Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 13,740 today.
NAV Performance
Fund Information
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₹ 16.596
as on 31 Dec 2021 -
Regular - Growth
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-
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₹ 100
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₹ 1,785 Cr.
as on 30 Nov 2021 -
2.52%
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09 Sep 2019
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Nifty 50
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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
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Ratish Varier
Mr. 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.
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Ratish Varier
Mr. 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.
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Ratish Varier
Mr. 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.
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About Ratish Varier
Mr. 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.
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About Ratish Varier
Mr. 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
Mr. 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
Mr. 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
Mr. 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
Mr. 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
Mr. 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
Mr. 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
Top Sector Holdings of Sundaram Equity Fund
| Name of Sector | Holding Percentage | Holding 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 Stocks | Holding Percentage | Holding 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 Type | Holding Percentage |
|---|---|
| TREPS | 1.23% |
| Reverse Repo | 0.48% |
| Net Receivables | -0.66% |