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Sundaram Equity Fund - Regular Plan Unrated

Value Research
0.12%
Change from previous, NAV as on Sep 17, 2019
Category: Equity: Multi Cap
Assets: -
Expense: -
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Basic Details
Fund House: Sundaram Mutual Fund
Launch Date: Sep 06, 2019
Benchmark: S&P BSE 500 TRI
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: -
Type: Open-ended
Investment Details
Return since Launch: 0.32%
Minimum Investment (R) 100
Minimum Addl Investment (R) 100
Minimum SIP Investment (R) 100
Minimum No of Cheques -
Minimum Withdrawal (R) 100
Minimum Balance (R) -
Exit Load (%) 1% for redemption within 365 days
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Sundaram Equity Fund - Regular Plan Unrated Sep-2019 - - - - -
Edelweiss Multi Cap Fund - Regular Plan Feb-2015 -6.18 8.14 - 2.48 418
IIFL Focused Equity Fund - Regular Plan Oct-2014 1.83 7.31 - 2.40 218
Motilal Oswal Multicap 35 Fund - Regular Plan Apr-2014 -7.12 6.93 13.30 1.76 12,693
Parag Parikh Long Term Equity Fund - Regular Plan May-2013 -0.89 10.56 10.89 2.08 2,067
Portfolio
Portfolio Aggregates
The underlying data is not available.
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
The underlying data is not available.
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Aug 31, 2019
Contact Information

AMC: Sundaram Asset Management Company Ltd

Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014 | Phone: 1860-425-7237

Email: [email protected]

Website: www.sundarammutual.com



Registrar & Transfer Agent: Sundaram BNP Paribas Fund Services

Address: Central Processing Center, 23, Cathedral Garden Road Nungambakkam Chennai - 600034 | Phone: 044-28309100

Related Funds 1-Year
Return
IIFL Focused Equity Fund - Regular Plan
1.83%
Parag Parikh Long Term Equity Fund - Regular Plan
-0.89%
SBI Focused Equity Fund
-1.17%
SBI Magnum Multicap Fund
-2.04%
Kotak Standard Multicap Fund Regular Plan
-2.40%
Franklin India Focused Equity Fund
-3.74%
Axis Focused 25 Fund
-5.31%
Tata Retirement Savings Fund - Progressive Plan - Regular Plan
-5.97%
Edelweiss Multi Cap Fund - Regular Plan
-6.18%
Motilal Oswal Multicap 35 Fund - Regular Plan
-7.12%
As on Sep 17, 2019