Sundaram Equity Fund Reg-G

Fund Category: Multi Cap

Fund Category Multi Cap

Very High Equity G

0 Morning Star

0 Value Research

NAV( 31 Dec 2021)

₹ 16.6

-%

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Sundaram Equity Fund Reg-G

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Performance

-%3y Returns

-15.32% 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

INF903JA1IH1

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%
Bank Of Baroda	1.65%
LIC Housing Finance Ltd.	1.01%
Housing Development Finance Corpn. Ltd.	3.16%
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%
Cholamandalam Financial Holdings Ltd.	2.19%
State Bank of India	2.47%
Quess Corp Ltd.	2.15%
Emami Ltd.	1.49%
Hindustan Unilever Ltd.	1.14%
Radico Khaitan Ltd.	1.74%
JB Chemicals & Pharmaceuticals Ltd.	1.38%
Gland Pharma Ltd.	1.37%
Amrutanjan Health Care Ltd.	1.04%
SBI Life Insurance Company Ltd.	1.35%
Hindalco Industries Ltd.	1.36%
Grindwell Norton Ltd.	1.93%
Tata Metaliks Ltd.	1.6%
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

About AMC

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Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 68,102 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.