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Sundaram Mutual Fund

Sundaram Equity Fund Direct - Growth

NAV
returns change indicator
11.1730
as on 17 Jan 2020, 09:25 PM
0.0587(0.53%)
Last Change
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Investment Performance

would have given a return of
100,875
star
101,687
star
105,938
star
106,637
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
6,637
Profit (absolute return)
6.64%
in the last
1m
3m
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
6.64%
In the last 6 months
NA
In the last 1 year
NA
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 17 Jan 2020, 09:25 PM
491.81 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1%, if redeemed within 12 months.
0.62%
Expense Ratio
Plan
Growth
7.96%
Cash Holding
Benchmark
S&P BSE 500 Total Return Index
Scheme Document
Benchmark
S&P BSE 500 Total Return Index
Exit Load
Exit load of 1%, if redeemed within 12 months.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Nov 2019
Sort By
Financial
39.45%
194.01 Cr
Energy
8.07%
39.71 Cr
Construction
7.02%
34.53 Cr
Services
6.98%
34.33 Cr
Others
5.92%
29.12 Cr
FMCG
5.66%
27.85 Cr
Automobile
4.87%
23.93 Cr
Cash Holding
4.67%
22.97 Cr
Engineering
4.15%
20.41 Cr
Technology
2.96%
14.55 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Nov 2019
Sort By
Others
10.43%
51.30 Cr
ICICI Bank Ltd.
6.85%
33.69 Cr
Reliance Industries Ltd.
6.61%
32.51 Cr
HDFC Bank Ltd.
5.71%
28.08 Cr
Housing Development Finance Corpn. Ltd.
5.48%
26.95 Cr
Larsen & Toubro Ltd.
3.66%
18.00 Cr
Sundaram Overnight Fund Direct - Growth
3.46%
17.02 Cr
Axis Bank Ltd.
3.01%
14.80 Cr
ICICI Lombard General Insurance Comapny Ltd.
3.00%
14.75 Cr
Bajaj Finance Ltd.
2.92%
14.36 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 ₹491.81 Crores and the latest NAV decalared is ₹11.173 as on 17 Jan 2020 at 9:25 pm.
Sundaram Equity Fund Direct - Growth scheme return performance is 11.55% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:491.81 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
30,382.93 Cr
AUM
95
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237