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Sundaram Equity Fund Regular Growth

Equity
Multi Cap
Very High Risk
3.05%
1M return
+0.92% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹16.60
Min. SIP amountNA
RatingNA
Fund size₹828.43Cr

Returns and rankings

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

Holdings (64)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity4.3%
Infosys Ltd.TechnologyEquity3.6%
HDFC Bank Ltd.FinancialEquity3.4%
ICICI Bank Ltd.FinancialEquity3.3%
MindTree Ltd.TechnologyEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
Bharti Airtel Ltd.CommunicationEquity2.6%
Navin Fluorine International Ltd.ChemicalsEquity2.6%
Axis Bank Ltd.FinancialEquity2.6%
State Bank of IndiaFinancialEquity2.3%
See All

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 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 amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S 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

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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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FAQs

How to Invest in Sundaram Equity Fund Regular Growth?

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

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

The Sundaram Equity Fund Regular Growth has been there from 06 Sep 2019 and the average annual returns provided by this fund is 37.41% since its inception.

How much expense ratio is charged by Sundaram Equity Fund Regular Growth?

The term Expense Ratio used for Sundaram Equity Fund Regular 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 Regular Growth is 2.52% as of 16 May 2022...

What is the AUM of Sundaram Equity Fund Regular Growth?

The AUM, short for Assets Under Management of Sundaram Equity Fund Regular Growth is ₹828.43Cr as of 16 May 2022.

How to Redeem Sundaram Equity Fund Regular Growth?

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

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

What is the NAV of Sundaram Equity Fund Regular Growth?

The NAV of Sundaram Equity Fund Regular Growth is ₹16.60 as of 31 Dec 2021.

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

The PE ratio ratio of Sundaram Equity Fund Regular 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).

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