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Sundaram Mutual Fund

Sundaram Equity Fund Direct - Growth

NAV
returns change indicator
17.1959
as on 24 Sep 2021, 10:25 PM
0.0200(0.12%)
Last Change
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Investment Performance

would have given a return of
1,03,499
star
1,06,749
star
1,70,118
star
1,73,034
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
73,034
Profit (absolute return)
73.03%
in the last
1m
3m
1y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
14.23%
In the last 6 months
28.38%
In the last 1 year
73.03%
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
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Equity Fund Direct - Growth
Sundaram Equity Fund Direct - Growth
as of 31 Aug 2021, 05:30 AM
796.29 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.
0.76%
Expense Ratio
Plan
Growth
1.23%
Cash Holding
Benchmark
Nifty 500 Multicap 50:25:25 Total Return Index
Scheme Document
Benchmark
Nifty 500 Multicap 50:25:25 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 31 Aug 2021
Sort By
Financial
27.16%
216.28 Cr
Technology
12.68%
100.96 Cr
Construction
9.36%
74.55 Cr
Energy
7.24%
57.63 Cr
Engineering
5.65%
44.99 Cr
Chemicals
5.09%
40.51 Cr
Metals
4.99%
39.71 Cr
FMCG
4.61%
36.68 Cr
Healthcare
4.40%
35.00 Cr
Automobile
3.83%
30.47 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Reliance Industries Ltd.
3.96%
31.53 Cr
Navin Fluorine International Ltd.
3.74%
29.78 Cr
HDFC Bank Ltd.
3.68%
29.30 Cr
ICICI Bank Ltd.
3.30%
26.28 Cr
Infosys Ltd.
3.18%
25.32 Cr
Housing Development Finance Corpn. Ltd.
2.94%
23.41 Cr
MindTree Ltd.
2.68%
21.34 Cr
Axis Bank Ltd.
2.67%
21.26 Cr
Birla Corporation Ltd.
2.66%
21.18 Cr
NCC Ltd.
2.54%
20.23 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 Ratish Varier and S Bharath. It has an AUM of ₹796.29 Crores and the latest NAV decalared is ₹17.196 as on 25 Sep 2021 at 5:29 pm.
Sundaram Equity Fund Direct - Growth scheme return performance in last 1 year is 73.03%, is 71.68% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:796.29 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
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237