Sundaram Equity Fund Direct Growth+0.53%

4Groww
0.00%
1 Year Return
Equity
Multi Cap
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Fund Details

Sundaram Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.62%
NAV11.17 (17 Jan 2020)
Fund Started06 Sep 2019
Fund Size526 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Equity Fund Direct Growth
NA
NA
NA
11.7%
Category Average
7.7%
11.2%
8.0%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 30.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.8%
    Reliance Industries Ltd.EnergyEquity6.6%
    HDFC Bank Ltd.FinancialEquity5.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.5%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Mutual Fund3.5%
    Axis Bank Ltd.FinancialEquity3.0%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity3.0%
    Bajaj Finance Ltd.FinancialEquity2.9%
    Bajaj Finserv Ltd.FinancialEquity2.9%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed

    Other Details

    Sundaram Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 06 Sep 2019. S Krishna Kumar is the Current Fund Manager of Sundaram Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹526 Cr and the Latest NAV as of 17 Jan 2020 is ₹11.17.

    The Sundaram Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 100. Exit load of 1%, if redeemed within 12 months..

    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
    Exit load of 1%, if redeemed within 12 months.
    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
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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