How to Invest in Sundaram Equity Fund Direct Growth?

You can easily invest in Sundaram Equity Fund Direct Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The Sundaram Equity Fund Direct Growth 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 Growth?

The term Expense Ratio used for Sundaram Equity Fund Direct Growth 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 Growth is 0.74% as of 27 Apr 2024...

What is the AUM of Sundaram Equity Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Equity Fund Direct Growth is ₹828.43Cr as of 27 Apr 2024.

How to Redeem Sundaram Equity Fund Direct Growth?

If you want to sell your Sundaram Equity Fund Direct Growth 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 Growth?

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

What is the NAV of Sundaram Equity Fund Direct Growth?

The NAV of Sundaram Equity Fund Direct Growth is ₹17.33 as of 31 Dec 2021.

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

The PE ratio ratio of Sundaram Equity Fund Direct Growth 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 Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Equity Fund Direct Growth
Equity
Multi Cap
Very High Risk
1M
6M
1Y
All
 NAV: 31 Dec 2021₹17.33
Min. SIP amountNot Supported
RatingNA
Fund size₹828.43Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 averageNANA48.9%NA
Rank with in category78NANA
Understand terms
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%
See All
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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementS Bharath
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 Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Value Fund Series II Direct Growth
Sundaram Long Term Tax Advantage 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 Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II 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 Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage 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 Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand 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 Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹56,229.23Cr
Date of Incorporation26 Feb 1996
 Sundaram Equity Fund Direct Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹56,229 Cr and the Latest NAV as of 31 Dec 2021 is ₹17.33.
The Sundaram Equity Fund Direct Growth 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 Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	1.6%	13.3%	39.6%	73.3%
Category average	NA	NA	48.9%	NA
Rank with in category	7	8	NA	NA

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%

Rank (total assets)	#17 in India
Total AUM	₹56,229.23Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	Nifty 500 Multicap 50:25:25 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹828.43Cr

Sundaram Equity Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (64)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.74%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

S BharathAug 2019 - PresentView details

Ratish VarierFeb 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

S Bharath
Aug 2019 - Present
View details

Ratish Varier
Feb 2021 - Present
View details