Sundaram Equity Fund Regular Plan Growth Option | Pros & Cons NAV(16.45)

Sundaram Equity Fund Regular Plan Growth Option

Equity: Multi Cap

Fund Information

Objective

Very High Risk

Nifty 500

Benchmark

2019-09-06

Launched On

Type

--

Min SIP

100

Min Investment

829

AUM in Crores

2.43

Expense Ratio

1.00

Exit Load

Sundaram Asset Management Company Limited

Fund House

S Bharath, Ratish Varier

Fund Managers

Sundaram Equity Fund Regular Plan Option Pros & Cons

Pros

    Cons

    • Higher Expense Ratio
    • Sundaram Equity Fund Regular Plan Growth Option is ranking 20th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Sundaram Equity Fund Regular Plan Growth Option 
    36.46
    Nifty 500
    18.3920.2315.211.9814.0211.52

    Sundaram Equity Fund Regular Plan Option Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Sundaram Equity Fund Regular Plan Growth Option 
    Nifty 500
    15.9768.86-21.7316.7451.34-1.4

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Sundaram Equity Fund Regular Plan Growth Option 
    -----
    Nifty 500
    -----
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    11.58
    2020-03-16 - 2020-03-23
    -18.98
    Month2020-03-23 - 2020-04-23
    19.3
    2020-02-24 - 2020-03-24
    -34.3
    Quarter2020-03-23 - 2020-07-23
    39.99
    2019-12-05 - 2020-04-05
    -31
    Year2020-03-23 - 2021-03-23
    88.25
    2019-09-24 - 2020-09-24
    -6.16

    Portfolio

    Stock NameSector% of Total Holdings
    Reliance IndustriesEnergy4.46
    ICICI BankFinancial3.58
    HDFC BankFinancial3.49
    InfosysTechnology3.4
    MindTreeTechnology3.17
    HDFCFinancial3.16
    Axis BankFinancial2.86
    Birla CorporationConstruction2.51
    State Bank of IndiaFinancial2.47
    Bharti AirtelCommunication2.44
    Navin Fluorine InternationalChemicals2.31
    Cholamandalam Financial HoldingsFinancial2.19
    Quess CorpFinancial2.15
    Bajaj FinservFinancial2.02
    Tata Consultancy ServicesTechnology1.94
    Grindwell NortonMetals1.93
    Larsen & ToubroConstruction1.9
    Kalyan Jewellers IndiaConsumer Durable1.88
    SRFDiversified1.86
    Multi Commodity Exchange Of IndiaServices1.81
    CyientTechnology1.78
    Tata MotorsAutomobile1.78
    Radico KhaitanFMCG1.74
    Page IndustriesTextiles1.68
    Indraprastha GasEnergy1.67

    AUM Yearly

    Sundaram Equity Fund Regular Plan Option Details

    Sundaram Equity Fund Regular Plan Growth Option is a mutual fund scheme launched by Sundaram Asset Management Company Limited.This fund has been launched on 2019-09-06. Sundaram Equity Fund Regular Plan Growth Option currently has 829 crores of assets under management (AUM) and has an expense ratio of 2.43 which is higher than what most other Large Cap funds charge.


    Sundaram Equity Fund Regular Plan Growth Option has given returns of 36.46% in the last 1 year and % in the last 3 years. And since launch the fund has given 28.15% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    The top holdings of the fund are Reliance Industries , ICICI Bank , HDFC Bank , Infosys , MindTree

    Frquently Asked Questions

    1. What is the NAV of Sundaram Equity Fund Regular Plan Option?

    The current Net Asset Value (NAV) of the Sundaram Equity Fund Regular Plan Option is 16.45

    2. Sundaram Equity Fund Regular Plan Option Rolling Returns

    The 3 year rolling returns of the Sundaram Equity Fund Regular Plan Option:

    • Mean : %
    • Max : %
    • Min : %

    3. How do I invest in Sundaram Equity Fund Regular Plan Option?

    1. Click here Invest Now
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    3. Invest and enjoy the returns

    Sundaram Equity Fund Regular Plan Growth Option



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.