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Sundaram Equity Fund-Reg(G)

As on Dec-31-2021 change fund
16.60  up0.15 (0.92%)

fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2019-20202020-20212021-2022
NAV in Rs (as on 31-Dec-2021)7.7213.2116.60
Net Assets(Rs Crores) (as on 31-Dec-2021) 435.12 666.70 828.43
Scheme Returns(%)(Absolute)-22.8375.5024.16
B'mark Returns(%)(Absolute)NANANA
Category Rank103/234108/21890/200
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2021-202211.8311.091.13NA
2020-202118.8910.3119.339.37
2019-2020NANA5.00-28.69
Top 10 holdings
company (%)
Reliance Industries Ltd.4.32 
Infosys Ltd.3.58 
HDFC Bank Ltd.3.36 
ICICI Bank Ltd.3.26 
Mindtree Ltd. - (Amalgamated)3.13 
Housing Development Finance Co...3.03 
Bharti Airtel Ltd.2.65 
Navin Fluorine International L...2.64 
Axis Bank Ltd.2.59 
State Bank Of India2.32 

Category

Multi Cap Fund

Launch Date

NA

Scheme Benchmark

NA

AUM ( in Cr.)

828.43

portfolio price to book value

6.73

investing style?

Large Growth

fund manager?

S. Bharath,Ratish Varier

inception date (regular plan)

NA

expense ratio (regular plan) %

NA

Top 10 sectors
sectors (%)
IT - Software11.72
Bank - Private10.52
Refineries6.98
Chemicals4.45
Finance - Housing4.24
Finance - Investment4.23
Household & Personal Products3.90
Bank - Public3.80
Pharmaceuticals & Drugs3.77
Diversified3.23

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
No Data Found
Attention InvestorsKYC
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SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054

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