Formerly Sundaram Equity Reg DS
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.4578
NAV (Dec 31)
Last 1Y | 36.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.1% |
6 Month CAGR | 11% |
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 (5y ago) | Sep 02, 2019 |
AUM in Crores | 828.433 |
ISIN | |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Equity Fund Transfer plan (PIDCW-A) | 19,32,557 | 11,99,945 | 36.2% | |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Equity Fund Transfer plan (PIDCW-A) is a Multi Cap Equity fund and has delivered an annualised return of 23.1% over a period of 4 years. The fund was previously known as Sundaram Equity Reg DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Equity Fund Transfer plan (PIDCW-A) as of 12/31/2021 is ₹15.46 with the total AUM as of 4/23/2024 is ₹828.433. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Fund Transfer plan (PIDCW-A) was launched on Sep 02, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Equity Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) is rated as a 0 fund in Equity and delivered 36.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Equity Fund Transfer plan (PIDCW-A).
What is Sundaram Equity Fund Transfer plan (PIDCW-A)?
How to invest in Sundaram Equity Fund Transfer plan (PIDCW-A)?
You can invest in Sundaram Equity Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?
The minimum sip amount for Sundaram Equity Fund Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Equity Fund Transfer plan (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Equity Fund Transfer plan (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Equity Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?
The expense ratio of the Sundaram Equity Fund Transfer plan (PIDCW-A) is 2.52% for regular plan.