Sundaram Equity Fund Reg-IDCW

Fund Category: Multi Cap

Fund Category Multi Cap

Very High Equity IDCW

0 Morning Star

0 Value Research

NAV( 31 Dec 2021)

₹ 15.46

-%

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Sundaram Equity Fund Reg-IDCW

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Performance

-%3y Returns

35.63% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.52%
Exit load

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 828 Cr
Plan

REGULAR
Launch date

16 Aug 2019
Fund type

OPEN
Fund benchmark

Nifty 500 Multicap 50:25:25 Total Return Index
ISIN

INF903JA1II9

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Ashok Leyland Ltd.	0.91%
Wabco India Ltd.	0.88%
Mahindra & Mahindra Ltd.	1.15%
Tata Motors Ltd.	1.78%
Coromandel International Ltd.	1.02%
VIP Industries Ltd.	1.2%
Navin Fluorine International Ltd.	2.31%
Bharti Airtel Ltd.	2.44%
Bharti Airtel Ltd. Rights	0.06%
Birla Corporation Ltd.	2.51%
The Ramco Cements Ltd.	1.06%
Larsen & Toubro Ltd.	1.9%
Ultratech Cement Ltd.	0.48%
Oberoi Realty Ltd.	1.33%
Capacite Infraprojects Ltd.	0.26%
Prestige Estates Projects Ltd.	0.77%
Kalyan Jewellers India Ltd.	1.88%
Orient Electric Ltd.	0.58%
Whirlpool Of India Ltd.	0.56%
3M India Ltd.	0.96%
SRF Ltd.	1.86%
Hindustan Petroleum Corporation Ltd.	1.55%
Bharat Petroleum Corporation Ltd.	1.27%
Indraprastha Gas Ltd.	1.67%
Reliance Industries Ltd.	4.46%
Dixon Technologies (India) Ltd.	0.48%
Schaeffler India Ltd.	1.27%
Lakshmi Machine Works Ltd.	0.93%
Craftsman Automation Ltd.	0.76%
Polycab India Ltd.	0.48%
Timken India Ltd.	1.11%
Quess Corp Ltd.	2.15%
State Bank of India	2.47%
Bank Of Baroda	1.65%
LIC Housing Finance Ltd.	1.01%
Housing Development Finance Corpn. Ltd.	3.16%
Cholamandalam Financial Holdings Ltd.	2.19%
CSB Bank Ltd.	1.37%
ICICI Securities Ltd.	1.02%
ICICI Bank Ltd.	3.58%
Axis Bank Ltd.	2.86%
Bajaj Finserv Ltd.	2.02%
HDFC Bank Ltd.	3.49%
Emami Ltd.	1.49%
Hindustan Unilever Ltd.	1.14%
Radico Khaitan Ltd.	1.74%
Gland Pharma Ltd.	1.37%
Amrutanjan Health Care Ltd.	1.04%
JB Chemicals & Pharmaceuticals Ltd.	1.38%
SBI Life Insurance Company Ltd.	1.35%
Grindwell Norton Ltd.	1.93%
Tata Metaliks Ltd.	1.6%
Hindalco Industries Ltd.	1.36%
Multi Commodity Exchange Of India Ltd.	1.81%
Container Corporation Of India Ltd.	1.14%
MindTree Ltd.	3.17%
Infosys Ltd.	3.4%
HCL Technologies Ltd.	1.2%
Cyient Ltd.	1.78%
Tech Mahindra Ltd.	1.14%
Tata Consultancy Services Ltd.	1.94%
Page Industries Ltd.	1.68%

Sectors

Company	Allocation %
Automobile	4.72%
Construction	8.31%
Consumer Staples	4.37%
Financial	26.97%
Diversified	2.82%
Capital Goods	5.03%
Consumer Discretionary	3.02%
Chemicals	4.53%
Textiles	1.68%
Services	2.95%
Energy	8.95%
Technology	12.63%
Insurance	1.35%
Metals & Mining	4.89%
Healthcare	3.79%
Communication	2.50%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

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Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

46
AUM

₹ 56,229 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.