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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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2021-11-30
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Star Value Fund Growth | 2 | 0.41 CR | 2.7 |
| This FundSundaram Equity Fund Growth | 0 | 828.43 CR | 2.45 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 0 | 1642.46 CR | 2.04 |
| This FundKotak Gold ETF Growth | 0 | 12162.39 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Star Value Fund Growth | -22.4882 | -19.2553 |
| This FundSundaram Equity Fund Growth | 37.4096 | 0 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 16.5581 | 99.4135 |
| This FundKotak Gold ETF Growth | 77.4072 | 156.9068 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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