- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.5962
NAV (Dec 31)
Fund Returns
Last 1Y | 36.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.4% |
6 Month CAGR | 11.5% |
Scheme Information
The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Expense Ratio | 2.52 |
Launched (4y ago) | Sep 06, 2019 |
AUM in Crores | 828.433 |
ISIN | INF903JA1IH1 |
Lock-in | No Lock-in |
Benchmark | NIFTY 500 Multicap 50:25:25 TR TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.4% | 8.5% | ||
25.1% | 20.2% | ||
21.4% | 12.4% | ||
19.6% | 14.5% | ||
12.3% | 7.5% |
Sundaram Equity Fund (G) Review
Sundaram Equity Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 23.4% over a period of 4 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is S. Bharath.
Nav of Sundaram Equity Fund (G) as of 12/31/2021 is ₹16.60 with the total AUM as of 11/29/2023 is ₹828.433. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Fund (G) was launched on Sep 06, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Equity Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Multicap 50:25:25 TR TR INR.
Sundaram Equity Fund (G) is rated as a 0 fund in Equity and delivered 36.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Equity Fund (G).
Frequently Asked Questions
What is Sundaram Equity Fund (G)?
How to invest in Sundaram Equity Fund (G)?
You can invest in Sundaram Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Equity Fund (G)?
The minimum sip amount for Sundaram Equity Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Equity Fund (G) good to invest in?
As per Scripbox experts, Sundaram Equity Fund (G) is a Not Reviewed Yet fund. You can investSundaram Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Equity Fund (G)?
The expense ratio of the Sundaram Equity Fund (G) is 2.52% for regular plan.