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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹828 Cr

Lock In Period

N/A

Expense Ratio

2.45

Benchmark

NIFTY 500 Multicap 50:25:25 TRI Index

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Summary

Latest details for Sundaram Equity Fund Growth include a ₹16.5962 NAV as of Dec 31,2021 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Equity Fund Growth AUM is ₹828 Cr, with a lock-in of N/A years, expense ratio of 2.45%, and benchmark NIFTY 500 Multicap 50:25:25 TRI Index. Exit load is - For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 3.05% returns, against a category average of 1.77% and a category best of 12.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.051.7712.36
6M12.341.8925.87
1Y37.415.8052.40
3Y0.0015.51144.76

Portfolio Analysis

  • Equity: 98.98%
  • Debt: 1.02%
  • Others
As on: 2021-11-30
View allocation % by

1. HDFC Bank Ltd3.36%
2. ICICI Bank Ltd3.26%
3. Housing Development Finance Corporation Ltd3.03%
4. Axis Bank Ltd2.59%
5. State Bank of India2.32%
6. Cholamandalam Financial Holdings Ltd2.23%
7. Bajaj Finserv Ltd1.99%
8. Bank of Baroda1.48%
9. SBI Life Insurance Company Ltd1.40%
10. CSB Bank Ltd1.32%
11. LIC Housing Finance Ltd1.21%
12. ICICI Securities Ltd1.03%

1. Infosys Ltd3.58%
2. MindTree Ltd3.13%
3. Tata Consultancy Services Ltd2.06%
4. Tech Mahindra Ltd1.22%
5. Cyient Ltd0.99%
6. HCL Technologies Ltd0.75%

1. Reliance Industries Ltd4.32%
2. Hindustan Petroleum Corporation Ltd1.51%
3. Bharat Petroleum Corporation Ltd1.15%

1. Grindwell Norton Ltd1.97%
2. Schaeffler India Ltd1.37%
3. Timken India Ltd1.27%
4. Lakshmi Machine Works Ltd0.93%
5. Orient Electric Ltd0.66%
6. Craftsman Automation Ltd0.58%

1. Mahindra & Mahindra Ltd1.50%
2. Tata Motors Ltd1.45%
3. Wabco India Ltd0.97%
4. Ashok Leyland Ltd0.79%
5. Motherson Sumi Systems Ltd0.70%

1. Radico Khaitan Ltd1.79%
2. Emami Ltd1.51%
3. Hindustan UniLever Ltd1.13%

1. JB Chemicals & Pharmaceuticals Ltd1.37%
2. Gland Pharma Ltd1.36%
3. Amrutanjan Health Care Ltd1.03%

1. Birla Corporation Ltd2.27%
2. The Ramco Cements Ltd0.96%
3. Ultratech Cement Ltd0.48%

1. SRF Ltd1.81%
2. Page Industries Ltd1.76%

1. Oberoi Realty Ltd1.25%
2. Container Corporation of India Ltd1.10%
3. Prestige Estates Projects Ltd0.78%
4. Capacite Infraprojects Ltd0.28%

1. Bharti Airtel Ltd2.65%
2. Bharti Airtel Ltd - Partly Paid Right Shares0.10%

1. Navin Fluorine International Ltd2.64%

1. Larsen & Toubro Ltd1.94%

1. Indraprastha Gas Ltd1.74%

1. Multi Commodity Exchange of India Ltd1.71%

1. Kalyan Jewellers India Ltd1.70%

1. Balrampur Chini Mills Ltd1.53%

1. Tata Metaliks Ltd1.46%

1. Coromandel International Ltd1.42%

1. VIP Industries Ltd1.26%

1. Hindalco Industries Ltd1.25%

About Fund

Sundaram Equity Fund Growth managed by Sundaram Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹828 Crore. The fund benchmarks its performance against the NIFTY 500 Multicap 50:25:25 TRI Index while maintaining an expense ratio of 2.45. Under the expert guidance of S Krishnakumar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

S Krishnakumar

Mr. Krishnakumar holds BE, PGDBA (Financial & Portfolio Management) He has worked for 20 years of which the latest eleven years relate to the equity markets. Before joining Sundaram BNP Paribas AMC, he was Vice President (Research) at Anush Shares & Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSahara Star Value Fund Growth20.41 CR2.7
This FundSundaram Equity Fund Growth0828.43 CR2.45
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundSahara Star Value Fund Growth-22.4882-19.2553
This FundSundaram Equity Fund Growth37.40960
This FundICICI Prudential Retirement Fund - Pure Equity Growth17.5093102.042
This FundKotak Gold ETF Growth52.4144.7557

FAQs

Sundaram Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Equity Fund Growth is 2.45. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Equity Fund Growth’s fund performance is as follows:
  • 1 Month : 3.05%
  • 6 Months : 12.34%
  • 1 Year : 37.41%
  • 3 Years : 0.00%
Returns of Sundaram Equity Fund Growth are updated daily based on NAV of ₹ 16.5962 as on Dec 31,2021. Since inception, the return has been 0.00%.

You can invest in Sundaram Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Equity Fund Growth is ₹828 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500