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Sundaram Equity Fund Direct Growth-0.35%

62.99%
1 Year Return
Equity
Multi Cap
6M
1Y
All

Fund Details

Sundaram Equity Fund Direct Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio0.81%
NAV₹14.96 (18 Jun 2021)
Fund Started06 Sep 2019
Fund Size714 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
63.0%
-
-
24.7%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Would have become
0
with 63.0% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.81%
2. 1Y Returns are higher than the category average returns
Cons
1. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity4.8%
HDFC Bank Ltd.FinancialEquity4.3%
Navin Fluorine International Ltd.ChemicalsEquity4.1%
ICICI Bank Ltd.FinancialEquity3.5%
Housing Development Finance Corpn. Ltd.FinancialEquity3.4%
Infosys Ltd.TechnologyEquity3.0%
NCC Ltd.ConstructionEquity2.6%
State Bank of IndiaFinancialEquity2.5%
Birla Corporation Ltd.ConstructionEquity2.4%
MindTree Ltd.TechnologyEquity2.4%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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S Bharath
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Ratish Varier
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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 ₹714 Cr and the Latest NAV as of 18 Jun 2021 is ₹14.96.

The Sundaram Equity Fund Direct Growth is rated Very 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
Website
NA
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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