FINVASIA MUTUAL FUNDS

Sundaram Equity Fund - Direct (G)

by:Sundaram Equity Fund

Invest

Statistics

  • AUM

    828.43Cr

  • Returns

    1y : 0.00%
    3y : 0.00%
    5y : 0.00%
    Since Inception : 0.00%

  • NAV

    17.33 ( as on 31-12-2021)

  • Risk

    Moderately High

  • Last Dividend Paid

    0.00

  • Expense Ratio

    0.74%

  • Benchmark

    S&P BSE 500 TRI

  • Exit Load

    if more than 25% of the units are redeemed or withdrawn by way of swp within 365 days from the date of allotment - exit load of 1% of the applicable nav will be charged..

3m6m1y2yALL
Fund Manager Name
S Krishnakumar
Qualification
BE, PGDBA (Financial & Portfolio Management)
Designation
ASSISTANT FUND MANAGER
Experience
He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.
Remarks

    Holdings

  • Company

    Sector

    Percentage held

  • Reliance Industr

    Refineries

    4.46%

  • ICICI Bank

    Banks - Private Sector

    3.58%

  • HDFC Bank

    Banks - Private Sector

    3.49%

  • Infosys

    Computers - Software - Large

    3.40%

  • Mindtree

    Computers - Software - Large

    3.17%

  • H D F C

    Finance - Housing

    3.16%

  • Axis Bank

    Banks - Private Sector

    2.86%

  • NCC

    Construction

    2.62%

  • Birla Corpn.

    Cement - North India

    2.51%

  • St Bk of India

    Banks - Public Sector

    2.47%

  • Bharti Airtel

    Telecommunications - Service Provider

    2.44%

  • Navin Fluo.Intl.

    Chemicals

    2.31%

  • Chola Financial

    Finance & Investments

    2.19%

  • Quess Corp

    Diversified - Large

    2.15%

  • Sun Pharma.Inds.

    Pharmaceuticals

    2.14%

  • Bajaj Finserv

    Finance & Investments

    2.02%

  • TCS

    Computers - Software - Large

    1.94%

  • Grindwell Norton

    Abrasives And Grinding Wheels

    1.93%

  • Larsen & Toubro

    Engineering - Turnkey Services

    1.90%

  • Kalyan Jewellers

    Diamond Cutting / Jewellery

    1.88%

  • SRF

    Chemicals

    1.86%

  • Multi Comm. Exc.

    Miscellaneous

    1.81%

  • Cyient

    Computers - Software - Medium / Small

    1.78%

  • Radico Khaitan

    Breweries & Distilleries

    1.74%

  • Kotak Mah. Bank

    Banks - Private Sector

    1.69%

  • Page Industries

    Textiles - Products

    1.68%

  • Hero Motocorp

    Auto

    1.67%

  • Indraprastha Gas

    Miscellaneous

    1.67%

  • Bank of Baroda

    Banks - Public Sector

    1.65%

  • Divi's Lab.

    Pharmaceuticals - Indian - Bulk Drugs

    1.60%

  • Tata Metaliks

    Steel - Pig Iron

    1.60%

  • H P C L

    Refineries

    1.55%

  • Tata Steel

    Steel - Large

    1.55%

  • Emami

    Personal Care - Indian

    1.49%

  • Stove Kraft

    Domestic Appliances

    1.48%

  • Wipro

    Software

    1.41%

  • J B Chem & Pharm

    Pharmaceuticals - Indian - Bulk Drugs & Formln

    1.38%

  • Gland Pharma

    Pharmaceuticals - Indian - Bulk Drugs

    1.37%

  • IndusInd Bank

    Banks

    1.36%

  • Hindalco Inds.

    Aluminium and Aluminium Products

    1.36%

  • SBI Life Insuran

    Finance & Investments

    1.35%

  • Oberoi Realty

    Construction

    1.33%

  • Bosch

    Auto Ancillaries

    1.32%

  • Dr Reddy's Labs

    Pharmaceuticals - Indian - Bulk Drugs & Formln

    1.30%

  • Schaeffler India

    Bearings

    1.27%

  • ICICI Lombard

    Finance & Investments

    1.26%

  • V I P Inds.

    Moulded Luggage

    1.20%

  • I D F C

    Finance & Investments

    1.19%

  • Cummins India

    Engines

    1.15%

  • Tata Consumer

    Tea

    1.15%

  • Tech Mahindra

    Computers - Software - Large

    1.14%

  • Asian Paints

    Paints / Varnishes

    1.13%

  • Timken India

    Bearings

    1.11%

  • Federal Bank

    Banks - Private Sector

    1.09%

  • Persistent Sys

    Computers - Software - Medium / Small

    1.07%

  • The Ramco Cement

    Cement - South India

    1.06%

  • Amrutanjan Healt

    Pharmaceuticals - Indian - Formulations

    1.04%

  • Coromandel Inter

    Fertilizers

    1.02%

  • LIC Housing Fin.

    Finance - Housing

    1.01%

  • NTPC

    Power

    0.98%

  • ITC

    Cigarettes

    0.98%

  • Britannia Inds.

    Consumer Non Durables

    0.97%

  • Cipla

    Pharmaceuticals - Indian - Bulk Drugs & Formln

    0.96%

  • TREPS

    NA

    0.95%

  • IDBI Bank

    Banks - Private Sector

    0.94%

  • Lak. Mach. Works

    Textile Machinery

    0.93%

  • Cams Services

    Finance

    0.92%

  • PVR

    Entertainment / Electronic Media Software

    0.92%

  • Ashok Leyland

    Automobiles - LCVs / HCVs

    0.91%

  • Punjab Natl.Bank

    Banks - Public Sector

    0.89%

  • Rane Holdings

    Finance & Investments

    0.89%

  • WABCO India

    Auto Ancillaries

    0.88%

  • Butterfly Gan Ap

    Domestic Appliances

    0.87%

  • CAMS SERVICES

    Finance

    0.86%

  • I O C L

    Petroleum Products

    0.81%

  • Maruti Suzuki

    Automobiles - Passenger Cars

    0.80%

  • Aurobindo Pharma

    Pharmaceuticals - Indian - Bulk Drugs & Formln

    0.79%

  • RBL Bank

    Banks - Private Sector

    0.79%

  • Prestige Estates

    Construction

    0.77%

  • Craftsman Auto

    Auto Ancillaries

    0.76%

  • City Union Bank

    Banks - Private Sector

    0.70%

  • IIFL Wealth Mgt

    Finance & Investments

    0.63%

  • Orient Electric

    Domestic Appliances

    0.58%

  • Whirlpool India

    Domestic Appliances

    0.56%

  • Dixon Technolog.

    Electronics - Consumer

    0.48%

  • Yes Bank

    Banks - Private Sector

    0.48%

  • UTI Asset Manag

    Finance

    0.45%

  • UTI AMC

    Finance

    0.42%

  • Reverse Repo

    NA

    0.37%

  • Siemens

    Industrial Capital Goods

    0.29%

  • Capacit'e Infra.

    Construction

    0.26%

  • Johnson Con. Hit

    Air-conditioners

    0.23%

  • Share Application Money Pendin

    NA

    0.18%

  • Bharti Airtel PP

    Telecommunications - Service Provider

    0.06%

  • Net CA & Others

    NA

    0.03%

  • Indostar Capital

    Finance & Investments

    0.03%

Scheme 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.

AMC Details

  • Name

    Sundaram Asset Management Company Ltd

  • Email Id

    customerservices@sundarammutual.com

  • Website Url

    www.sundarammutual.com

  • Address

    Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

  • Telephone Number

    044-2858 3362/3367

  • Fax Number

    044-2858 3156

Fund Details

  • Scheme Type

    Growth

  • Category

    Equity - Diversified

  • Launch Date

    2019-08-16

  • Fund Type

    Open-Ended

  • Fund Manager

    S Krishnakumar

  • Min. Investment (One Time)

    100

  • Min. Investment (SIP)

    100

  • AMFI Code

    147587

  • ISIN Code

    INF903JA1IK5