Sundaram Equity Fund Regular Plan Growth Option

Category: Equity: Multi Cap
Launch Date: 01-09-2019
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.54% As on ( 31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 565.72 Cr As on ( 31-01-2020)
Turn over: 53.00
NAV as on 26-02-2020

10.7636

-0.06 ( -0.5723% )

CAGR Since Inception

7.49%

S&P BSE 500 TRI 11.14%

PERFORMANCE of Sundaram Equity Fund Regular Plan Growth Option

Scheme Performance (%) Data as on - 26-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Fund Regular Plan Growth Option - - - - 7.49
S&P BSE 500 TRI 8.79 9.02 7.71 10.37 11.14
Equity: Multi Cap 12.74 8.03 7.25 11.42 12.7

Yearly Performance (%)

Fund Managers

Mr. Dwijendra Srivastava, Mr. S Bharath and Mr. S Krishnakumar

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers. Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd. Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai. Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.

Investment Objective

The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

RETURNS CALCULATOR for Sundaram Equity Fund Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Equity Fund Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Fund Regular Plan Growth Option -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Sundaram Equity Fund Regular Plan Growth Option

Period
Data as on - 26-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 0.0 0.0 0.0 0.0 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 25.41 8.56 12.56 9.69 12.46
Axis Multicap Fund - Regular Plan - Growth 30-11-2017 20.06 13.8 0.0 0.0 0.0
JM Multicap Fund - Growth option 23-09-2008 19.04 6.68 10.47 9.85 9.82
Sahara Star Value Fund-Growth Option 14-09-2009 18.43 0.89 6.1 8.41 9.34
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 17.69 2.67 8.69 7.94 13.09
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 17.56 4.38 0.0 0.0 0.0
Sahara Growth Fund-Growth 30-08-2002 17.38 5.62 7.83 5.89 8.09
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 17.32 9.22 13.66 8.87 12.31
UTI - Equity Fund-Growth Option 05-08-2005 17.05 10.25 12.54 9.09 13.04

PORTFOLIO ANALYSIS of Sundaram Equity Fund Regular Plan Growth Option

Asset Allocation (%)