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Sundaram Mutual Fund

Sundaram Equity Fund Direct - Growth

NAV
returns change indicator
10.5147
as on 30 Oct 2020, 08:45 PM
-0.0115(0.11%)
Last Change
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Investment Performance

would have given a return of
103,499
star
106,749
star
96,669
star
98,580
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
1,420
Profit (absolute return)
1.42%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
5.27%
In the last 6 months
19.48%
In the last 1 year
1.42%
In the last 3 years
NA
In the last 5 years
NA
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Equity Fund Direct - Growth
Sundaram Equity Fund Direct - Growth
as of 30 Sep 2020, 05:30 AM
580.95 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
0.40%
Expense Ratio
Plan
Growth
0.66%
Cash Holding
Benchmark
S&P BSE 500 Total Return Index
Scheme Document
Benchmark
S&P BSE 500 Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2020
Sort By
Financial
29.17%
169.48 Cr
Technology
15.46%
89.83 Cr
Energy
10.13%
58.85 Cr
Healthcare
9.98%
58.00 Cr
FMCG
8.32%
48.36 Cr
Automobile
6.56%
38.13 Cr
Construction
5.86%
34.03 Cr
Chemicals
5.02%
29.18 Cr
Cons Durable
3.36%
19.51 Cr
Communication
2.97%
17.26 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2020
Sort By
Reliance Industries Ltd.
8.05%
46.77 Cr
HDFC Bank Ltd.
5.57%
32.36 Cr
Infosys Ltd.
5.33%
30.96 Cr
ICICI Bank Ltd.
4.89%
28.41 Cr
Navin Fluorine International Ltd.
3.95%
22.95 Cr
HCL Technologies Ltd.
3.77%
21.90 Cr
Tata Consultancy Services Ltd.
3.18%
18.47 Cr
Bharti Airtel Ltd.
2.97%
17.25 Cr
Housing Development Finance Corpn. Ltd.
2.89%
16.79 Cr
Hindustan Unilever Ltd.
2.50%
14.52 Cr
View All
View All

About Sundaram Equity Fund Direct - Growth

Sundaram Equity Fund Direct - Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 06 Sep 2019 and is currently managed by its fund managers S Krishnakumar, S Bharath and Dwijendra Srivastava. It has an AUM of ₹580.95 Crores and the latest NAV decalared is ₹10.515 as on 01 Nov 2020 at 12:34 am.
Sundaram Equity Fund Direct - Growth scheme return performance in last 1 year is -1.42%, is 4.98% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:580.95 Cr
Category:Equity: Multi Cap
Launch Date:06 Sep 2019
Fund Type:Open-End

Scheme Objective

The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
28,791.72 Cr
AUM
99
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237