e.g. Tata motors, Reliance MF, 500570

Sundaram Equity Fund - Direct Plan - Growth

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

Invest  Top Funds

 

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

0.72%

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)
45.18% 36.47% ₹1841.16
45.12% 36.60% ₹1841.16
43.61% 32.46% ₹1841.16
43.61% 32.46% ₹1841.16
35.87% 64.25% ₹99.93

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%

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.
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