e.g. Tata motors, Reliance MF, 500570

Sundaram Equity Fund - IDCW-Reinvestment

Equity Multi Cap Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹828.43 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

August 16, 2019

Fund Manager

Mr. S Krishnakumar

Initial Price

10

AUM Fund

828.43 Cr

Min investment

Rs 100

Expense Ratio

2.45%

SIP Minimum Investment

Weekly - Rs. 1000/-Monthly - Rs. 100/- Quarterly - Rs. 750/-

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
64.50% 78.34% ₹3049.11
64.42% 78.48% ₹3049.11
62.72% 73.09% ₹3049.11
62.58% 72.95% ₹3049.11
56.50% 174.60% ₹721.53

Holdings

Infosys Ltd 3.58%
MindTree Ltd 3.13%
SRF Ltd 1.81%
Emami Ltd 1.51%
CSB Bank Ltd 1.32%
TREPS 1.23%
Cyient Ltd 0.99%
3M India Ltd 0.96%
Reverse Repo 0.48%
Cash & Other Net Current Assets -0.69%

Sector Allocation

Miscellaneous 7.22%
Information Technology 11.73%
Banks 14.33%
Finance 10.93%
Telecommunications 2.75%
Chemicals 2.64%
Cement 3.71%
Automobiles 2.23%
Engineering 6.12%
Textiles 3.57%
Beverages - Alcoholic 1.79%
Petroleum 4.40%
Service 2.06%
Gems and Jewellery 1.70%
Sugar 1.53%
Personal Care 2.64%
Auto 3.74%
Iron and Steel 1.46%
Fertilisers 1.42%
Pharmaceuticals and health care 3.76%
Plastics 1.26%
Metals - Non Ferrous 1.25%
Construction 2.31%
Transport 1.10%
Auto Ancillaries 1.67%
Electric Equipment 0.66%
Cables 0.50%
Consumer Durables 0.50%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
August 16, 2019
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Equity Fund - IDCW-Reinvestment?

A: The latest NAV of Sundaram Equity Fund - IDCW-Reinvestment is ₹ .

Q: What type of mutual fund is Sundaram Equity Fund - IDCW-Reinvestment?

A: Sundaram Equity Fund - IDCW-Reinvestment is a 'Equity - Multi Cap' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Equity Fund - IDCW-Reinvestment?

A: The expense ratio of Sundaram Equity Fund - IDCW-Reinvestment is 2.45%, which impacts overall returns.

Q: Who manages Sundaram Equity Fund - IDCW-Reinvestment?

A: Sundaram Equity Fund - IDCW-Reinvestment is managed by Mr. S Krishnakumar, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Equity Fund - IDCW-Reinvestment a good investment?

A: Sundaram Equity Fund - IDCW-Reinvestment may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Equity Fund - IDCW-Reinvestment?

A: The exit load of Sundaram Equity Fund - IDCW-Reinvestment is For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days., applicable if redeemed within the specified period.

Q: How is Sundaram Equity Fund - IDCW-Reinvestment taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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