How to Invest in Sundaram Equity Fund Direct IDCW?

You can easily invest in Sundaram Equity Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Equity Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Equity Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Equity Fund Direct IDCW provide?

The Sundaram Equity Fund Direct IDCW has been there from 06 Sep 2019 and the average annual returns provided by this fund is 39.64% since its inception.

How much expense ratio is charged by Sundaram Equity Fund Direct IDCW?

The term Expense Ratio used for Sundaram Equity Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Equity Fund Direct IDCW is 0.74% as of 31 Oct 2025...

What is the AUM of Sundaram Equity Fund Direct IDCW?

The AUM, short for Assets Under Management of Sundaram Equity Fund Direct IDCW is ₹828.43Cr as of 31 Oct 2025.

How to Redeem Sundaram Equity Fund Direct IDCW?

If you want to sell your Sundaram Equity Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Equity Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Sundaram Equity Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Equity Fund Direct IDCW?

The NAV of Sundaram Equity Fund Direct IDCW is ₹16.12 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Equity Fund Direct IDCW?

The PE ratio ratio of Sundaram Equity Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Equity Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

<img alt="Sundaram Equity Fund Direct IDCW" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/sundaram_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
Sundaram Equity Fund Direct IDCW
Equity
Multi Cap
Very High Risk
Payout
1M
6M
1Y
All
 NAV: 31 Dec 2021
₹16.12
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹828.43Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (64)NameSectorInstrumentAssets
Reliance Industries Ltd.
EnergyEquity4.32%
Infosys Ltd.
TechnologyEquity3.58%
HDFC Bank Ltd.
FinancialEquity3.36%
ICICI Bank Ltd.
FinancialEquity3.26%
MindTree Ltd.
TechnologyEquity3.13%
Housing Development Finance Corpn. Ltd.
FinancialEquity3.03%
Bharti Airtel Ltd.
CommunicationEquity2.65%
Navin Fluorine International Ltd.
ChemicalsEquity2.64%
Axis Bank Ltd.
FinancialEquity2.59%
State Bank of India
FinancialEquity2.32%
Birla Corporation Ltd.
ConstructionEquity2.27%
Quess Corp Ltd.
FinancialEquity2.27%
Cholamandalam Financial Holdings Ltd.
FinancialEquity2.23%
Tata Consultancy Services Ltd.
TechnologyEquity2.06%
Bajaj Finserv Ltd.
FinancialEquity1.99%
Grindwell Norton Ltd.
MetalsEquity1.97%
Larsen & Toubro Ltd.
ConstructionEquity1.94%
SRF Ltd.
DiversifiedEquity1.81%
Radico Khaitan Ltd.
FMCGEquity1.79%
Page Industries Ltd.
TextilesEquity1.76%
Indraprastha Gas Ltd.
EnergyEquity1.74%
Multi Commodity Exchange Of India Ltd.
ServicesEquity1.71%
Kalyan Jewellers India Ltd.
Consumer DurableEquity1.70%
Balrampur Chini Mills Ltd.
FMCGEquity1.53%
Emami Ltd.
FMCGEquity1.51%
Hindustan Petroleum Corporation Ltd.
EnergyEquity1.51%
Mahindra & Mahindra Ltd.
AutomobileEquity1.50%
Bank Of Baroda
FinancialEquity1.48%
Tata Metaliks Ltd.
MetalsEquity1.46%
Tata Motors Ltd.
AutomobileEquity1.45%
Coromandel International Ltd.
ChemicalsEquity1.42%
SBI Life Insurance Company Ltd.
FinancialEquity1.40%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity1.37%
Schaeffler India Ltd.
EngineeringEquity1.37%
Gland Pharma Ltd.
HealthcareEquity1.36%
CSB Bank Ltd.
FinancialEquity1.32%
Timken India Ltd.
EngineeringEquity1.27%
VIP Industries Ltd.
ChemicalsEquity1.26%
Oberoi Realty Ltd.
ConstructionEquity1.25%
Hindalco Industries Ltd.
MetalsEquity1.25%
Tech Mahindra Ltd.
TechnologyEquity1.22%
LIC Housing Finance Ltd.
FinancialEquity1.21%
Bharat Petroleum Corporation Ltd.
EnergyEquity1.15%
Hindustan Unilever Ltd.
FMCGEquity1.13%
Container Corporation Of India Ltd.
ServicesEquity1.10%
ICICI Securities Ltd.
FinancialEquity1.03%
Amrutanjan Health Care Ltd.
HealthcareEquity1.03%
Cyient Ltd.
TechnologyEquity0.99%
Wabco India Ltd.
AutomobileEquity0.97%
3M India Ltd.
DiversifiedEquity0.96%
The Ramco Cements Ltd.
ConstructionEquity0.96%
Lakshmi Machine Works Ltd.
EngineeringEquity0.93%
Ashok Leyland Ltd.
AutomobileEquity0.79%
Prestige Estates Projects Ltd.
ConstructionEquity0.78%
HCL Technologies Ltd.
TechnologyEquity0.75%
Motherson Sumi Systems Ltd.
AutomobileEquity0.70%
Orient Electric Ltd.
Consumer DurableEquity0.66%
Craftsman Automation Ltd.
EngineeringEquity0.58%
Dixon Technologies (India) Ltd.
EngineeringEquity0.50%
Polycab India Ltd.
EngineeringEquity0.50%
Ultratech Cement Ltd.
ConstructionEquity0.48%
PB Fintech Ltd.
ServicesEquity0.35%
Capacite Infraprojects Ltd.
ConstructionEquity0.28%
Bharti Airtel Ltd. Partly Paid Equity
CommunicationPPE0.10%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Absolute returns
3M6M1YAll
Fund returns1.6%13.3%39.6%73.3%
Category averageNANA4.7%NA
Rank with in category78NANA
Understand terms
Peer ComparisonEquity, Multi Cap fundsRating1Y3YFund Size(Cr)
Nippon India Multi Cap Fund Direct IDCW
5
6.1%23.7%47,294.47
Mahindra Manulife Multi Cap Fund Direct IDCW
2
6.6%21.9%5,719.59
ICICI Prudential Multicap Fund Direct Plan IDCW
4
3.8%21.6%15,442.73
Invesco India Multicap Fund Direct IDCW
3
1.4%20.3%4,083.62
ITI Multi Cap Fund Direct IDCW
3
NANA1,267.93
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
0.74%
31 Oct 2021 - 30 Nov 2021
0.73%
30 Sep 2021 - 31 Oct 2021
0.74%
31 Aug 2021 - 30 Sep 2021
0.76%
31 Jul 2021 - 31 Aug 2021
0.76%
30 Jun 2021 - 31 Jul 2021
0.78%
31 May 2021 - 30 Jun 2021
0.79%
30 Apr 2021 - 31 May 2021
0.81%
31 Mar 2021 - 30 Apr 2021
0.71%
28 Feb 2021 - 31 Mar 2021
1.00%
31 Jan 2021 - 28 Feb 2021
1.02%
31 Dec 2020 - 31 Jan 2021
1.01%
30 Nov 2020 - 31 Dec 2020
0.39%
31 Oct 2020 - 30 Nov 2020
0.41%
30 Sep 2020 - 31 Oct 2020
0.42%
31 Aug 2020 - 30 Sep 2020
0.40%
31 Jul 2020 - 31 Aug 2020
0.40%
30 Jun 2020 - 31 Jul 2020
0.42%
31 May 2020 - 30 Jun 2020
0.45%
30 Apr 2020 - 31 May 2020
0.44%
31 Mar 2020 - 30 Apr 2020
0.44%
29 Feb 2020 - 31 Mar 2020
0.60%
31 Jan 2020 - 29 Feb 2020
0.60%
31 Dec 2019 - 31 Jan 2020
0.62%
30 Nov 2019 - 31 Dec 2019
0.62%
31 Oct 2019 - 30 Nov 2019
0.55%
30 Sep 2019 - 31 Oct 2019
0.55%
Expense ratio, exit load and taxExpense ratio: 0.74%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund managementBharath S.
Aug 2019 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Value Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Value Fund Series II Direct Growth
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Focused Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Ratish Varier
Feb 2021 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Sundaram Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹71,486.25Cr
Date of Incorporation26 Feb 1996
    Sundaram Equity Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     S Krishna Kumar is the Current Fund Manager of Sundaram Equity Fund Direct IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and     the Latest NAV as of 31 Dec 2021 is ₹16.12.  

    The Sundaram Equity Fund Direct IDCW is rated Very High risk.     Minimum SIP Investment is set to ₹100.          For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
  ;
Investment ObjectiveThe scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation. 
 
;
Fund benchmarkNifty 500 Multicap 50:25:25 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Equity Fund Direct IDCW
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
Reliance Industries Ltd.	Energy	Equity	4.32%
Infosys Ltd.	Technology	Equity	3.58%
HDFC Bank Ltd.	Financial	Equity	3.36%
ICICI Bank Ltd.	Financial	Equity	3.26%
MindTree Ltd.	Technology	Equity	3.13%
Housing Development Finance Corpn. Ltd.	Financial	Equity	3.03%
Bharti Airtel Ltd.	Communication	Equity	2.65%
Navin Fluorine International Ltd.	Chemicals	Equity	2.64%
Axis Bank Ltd.	Financial	Equity	2.59%
State Bank of India	Financial	Equity	2.32%
Birla Corporation Ltd.	Construction	Equity	2.27%
Quess Corp Ltd.	Financial	Equity	2.27%
Cholamandalam Financial Holdings Ltd.	Financial	Equity	2.23%
Tata Consultancy Services Ltd.	Technology	Equity	2.06%
Bajaj Finserv Ltd.	Financial	Equity	1.99%
Grindwell Norton Ltd.	Metals	Equity	1.97%
Larsen & Toubro Ltd.	Construction	Equity	1.94%
SRF Ltd.	Diversified	Equity	1.81%
Radico Khaitan Ltd.	FMCG	Equity	1.79%
Page Industries Ltd.	Textiles	Equity	1.76%
Indraprastha Gas Ltd.	Energy	Equity	1.74%
Multi Commodity Exchange Of India Ltd.	Services	Equity	1.71%
Kalyan Jewellers India Ltd.	Consumer Durable	Equity	1.70%
Balrampur Chini Mills Ltd.	FMCG	Equity	1.53%
Emami Ltd.	FMCG	Equity	1.51%
Hindustan Petroleum Corporation Ltd.	Energy	Equity	1.51%
Mahindra & Mahindra Ltd.	Automobile	Equity	1.50%
Bank Of Baroda	Financial	Equity	1.48%
Tata Metaliks Ltd.	Metals	Equity	1.46%
Tata Motors Ltd.	Automobile	Equity	1.45%
Coromandel International Ltd.	Chemicals	Equity	1.42%
SBI Life Insurance Company Ltd.	Financial	Equity	1.40%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	1.37%
Schaeffler India Ltd.	Engineering	Equity	1.37%
Gland Pharma Ltd.	Healthcare	Equity	1.36%
CSB Bank Ltd.	Financial	Equity	1.32%
Timken India Ltd.	Engineering	Equity	1.27%
VIP Industries Ltd.	Chemicals	Equity	1.26%
Oberoi Realty Ltd.	Construction	Equity	1.25%
Hindalco Industries Ltd.	Metals	Equity	1.25%
Tech Mahindra Ltd.	Technology	Equity	1.22%
LIC Housing Finance Ltd.	Financial	Equity	1.21%
Bharat Petroleum Corporation Ltd.	Energy	Equity	1.15%
Hindustan Unilever Ltd.	FMCG	Equity	1.13%
Container Corporation Of India Ltd.	Services	Equity	1.10%
ICICI Securities Ltd.	Financial	Equity	1.03%
Amrutanjan Health Care Ltd.	Healthcare	Equity	1.03%
Cyient Ltd.	Technology	Equity	0.99%
Wabco India Ltd.	Automobile	Equity	0.97%
3M India Ltd.	Diversified	Equity	0.96%
The Ramco Cements Ltd.	Construction	Equity	0.96%
Lakshmi Machine Works Ltd.	Engineering	Equity	0.93%
Ashok Leyland Ltd.	Automobile	Equity	0.79%
Prestige Estates Projects Ltd.	Construction	Equity	0.78%
HCL Technologies Ltd.	Technology	Equity	0.75%
Motherson Sumi Systems Ltd.	Automobile	Equity	0.70%
Orient Electric Ltd.	Consumer Durable	Equity	0.66%
Craftsman Automation Ltd.	Engineering	Equity	0.58%
Dixon Technologies (India) Ltd.	Engineering	Equity	0.50%
Polycab India Ltd.	Engineering	Equity	0.50%
Ultratech Cement Ltd.	Construction	Equity	0.48%
PB Fintech Ltd.	Services	Equity	0.35%
Capacite Infraprojects Ltd.	Construction	Equity	0.28%
Bharti Airtel Ltd. Partly Paid Equity	Communication	PPE	0.10%

	3M	6M	1Y	All
Fund returns	1.6%	13.3%	39.6%	73.3%
Category average	NA	NA	4.7%	NA
Rank with in category	7	8	NA	NA

Equity, Multi Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Multi Cap Fund Direct IDCW	5	6.1%	23.7%	47,294.47
Mahindra Manulife Multi Cap Fund Direct IDCW	2	6.6%	21.9%	5,719.59
ICICI Prudential Multicap Fund Direct Plan IDCW	4	3.8%	21.6%	15,442.73
Invesco India Multicap Fund Direct IDCW	3	1.4%	20.3%	4,083.62
ITI Multi Cap Fund Direct IDCW	3	NA	NA	1,267.93