• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Equity Fund (Growth)
Sundaram Mutual Fund

Sundaram Equity Fund (Growth)

EquityMulti Cap

16.5962

NAV (Dec 31)

23.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

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 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

S. Bharath

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Equity Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2021-12-31

Top Stock Holdings

See all holdings

Compare Sundaram Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 53,695 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.8%

    8.3%

    17.2%

    18.4%

    11.6%

    11.1%

    10%

    13.5%

    11.7%

    7.2%

    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 3 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 1/30/2023 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)?

    Sundaram Equity Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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.