NAV (Dec 31)
6 Month CAGR
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.
Launched (4y ago)
Sep 06, 2019
AUM in Crores
NIFTY 500 Multicap 50:25:25 TR TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Equity Fund (Growth)||NaN||NaN||%|
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.
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,693 cr
₹ 11,883 cr
₹ 17,531 cr
₹ 10,182 cr
₹ 9,101 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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.