Sundaram Equity Fund Direct Growth
Very High Risk
Equity
NAV as of Dec 31, 2021
₹17.33
0.92%1D Change
3Y returns
+69.24% ↑
Very High Risk
Equity
NAV as of Dec 31, 2021
₹17.33
0.92%1D Change
3Y returns
+69.24% ↑
Sundaram Equity Fund Direct Growth
Very High Risk|Equity
NAV as of Dec 31, 2021
₹17.33
0.92%1D
3Y returns
+69.24% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.74%
- Exit Load1% within 365 days
- AUM (Fund size)₹828.43 Crore
- Lock-in periodNo Lock-in
- Age6 yrs since Sep 06, 2019
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Reliance Industries Ltd | 4.32% |
| Infosys Ltd | 3.58% |
| HDFC Bank Ltd | 3.36% |
| ICICI Bank Ltd | 3.26% |
| MindTree Ltd | 3.13% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Multi Cap Fu... | ₹ 46,321 Cr | ₹317.72 | 1.59% | Very High |
| ICICI Prudential Multicap... | ₹ 14,681 Cr | ₹884.59 | 1.81% | Very High |
| Edelweiss Emerging Market... | ₹ 188 Cr | ₹27.36 | 1.62% | Very High |
| Edelweiss Greater China E... | ₹ 2,678 Cr | ₹66.74 | 1.50% | Very High |
NAV History - SUNDARAM EQUITY FUND Direct Plan - Growth
FUND | SUNDARAM EQUITY FUND Direct Plan - Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹17.33 |
| Class | Equity | Mid Cap |
| Inception Date | Sep 06, 2019 |
| Fund Manager | S. Bharath, Ratish Varier |
FUND | SUNDARAM EQUITY FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM EQUITY FUND... | 2.37% | 3.2% | 1.56% | 13.3% | 39.64% | null% |
Frequently Asked Questions
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About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
--
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.