Sundaram Equity Fund Growth

Equity
Multi Cap
Very High Risk
1M
6M
1Y
All
NAV: 31 Dec 2021
₹16.60
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
EnergyEquity4.32%
TechnologyEquity3.58%
FinancialEquity3.36%
FinancialEquity3.26%
TechnologyEquity3.13%
FinancialEquity3.03%
CommunicationEquity2.65%
ChemicalsEquity2.64%
FinancialEquity2.59%
FinancialEquity2.32%
ConstructionEquity2.27%
FinancialEquity2.27%
FinancialEquity2.23%
TechnologyEquity2.06%
FinancialEquity1.99%
MetalsEquity1.97%
ConstructionEquity1.94%
DiversifiedEquity1.81%
FMCGEquity1.79%
TextilesEquity1.76%
EnergyEquity1.74%
ServicesEquity1.71%
Consumer DurableEquity1.70%
FMCGEquity1.53%
FMCGEquity1.51%
EnergyEquity1.51%
AutomobileEquity1.50%
FinancialEquity1.48%
MetalsEquity1.46%
AutomobileEquity1.45%
ChemicalsEquity1.42%
FinancialEquity1.40%
HealthcareEquity1.37%
EngineeringEquity1.37%
HealthcareEquity1.36%
FinancialEquity1.32%
EngineeringEquity1.27%
ChemicalsEquity1.26%
ConstructionEquity1.25%
MetalsEquity1.25%
TechnologyEquity1.22%
FinancialEquity1.21%
EnergyEquity1.15%
FMCGEquity1.13%
ServicesEquity1.10%
FinancialEquity1.03%
HealthcareEquity1.03%
TechnologyEquity0.99%
AutomobileEquity0.97%
DiversifiedEquity0.96%
ConstructionEquity0.96%
EngineeringEquity0.93%
AutomobileEquity0.79%
ConstructionEquity0.78%
TechnologyEquity0.75%
AutomobileEquity0.70%
Consumer DurableEquity0.66%
EngineeringEquity0.58%
EngineeringEquity0.50%
EngineeringEquity0.50%
ConstructionEquity0.48%
ServicesEquity0.35%
ConstructionEquity0.28%
CommunicationPPE0.10%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Multi Cap
Absolute returns
3M6M1YAll
Fund returns1.1%12.3%37.4%66.0%
Category averageNANA-2.3%NA
Rank with in category78NANA
Understand terms

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
5
0.3%22.9%45,881.41
4
-3.8%22.8%18,854.40
4
-3.5%20.0%15,523.25
5
31.4%14.7%144.16
4
15.8%14.3%181.08

Expense ratio, exit load and tax

Expense ratio: 2.52%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 management

Fund house & investment objective

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
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,

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