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Sundaram Equity Fund Direct Growth+0.53%

10.09%
1 Year Return
Equity
Multi Cap
6M
1Y
All

Fund Details

Sundaram Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.41%
NAV11.91 (04 Dec 2020)
Fund Started06 Sep 2019
Fund Size573 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.1%
-
-
15.0%
Category Average
11.4%
6.2%
10.5%
-
Rank Within Category
35
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 10.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.45%
    Cons
    1. Age is less than 5 years

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.4%
    HDFC Bank Ltd.FinancialEquity6.2%
    Infosys Ltd.TechnologyEquity5.6%
    ICICI Bank Ltd.FinancialEquity5.4%
    Navin Fluorine International Ltd.ChemicalsEquity4.0%
    HCL Technologies Ltd.TechnologyEquity3.5%
    Tata Consultancy Services Ltd.TechnologyEquity3.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
    Bharti Airtel Ltd.CommunicationEquity3.1%
    Hindustan Unilever Ltd.FMCGEquity2.5%
    See All

    Fund Managers

    S Krishnakumar
    keyboard_arrow_down
    Dwijendra Srivastava
    keyboard_arrow_down
    S Bharath
    keyboard_arrow_down

    Sundaram Equity Fund Direct Growth Details

    Sundaram Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 Sep 2019. 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 ₹573 Cr and the Latest NAV as of 04 Dec 2020 is ₹11.91.

    The Sundaram Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

    Investment Objective

    The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

    Tax Implications

    Returns 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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹100
    Min for Second Investment
    For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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