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Sundaram Equity Fund Regular Plan - Growth

Category: Equity: Multi Cap
Launch Date: 01-09-2019
Asset Class: Equity
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.48% As on (31-07-2021)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 781.39 Cr As on (31-07-2021)
Turn over: 95.00
NAV as on 21-09-2021

16.2194

0.1 (0.6468%)

CAGR Since Inception

26.82%

PERFORMANCE of Sundaram Equity Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 21-09-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Fund Regular Plan - Growth 60.63 - - - 26.82
Benchmark - - - - -
Equity: Multi Cap 68.98 19.76 15.78 16.59 17.92

Yearly Performance (%)

Fund Managers

S Bharath,Ratish Varier

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

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

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

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

PEER COMPARISION of Sundaram Equity Fund Regular Plan - Growth

Period
Data as on - 21-09-2021
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 01-09-2019 60.63 26.25 0.0 0.0 0.0
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 80.16 50.84 30.24 23.35 19.96
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 77.72 24.7 15.46 13.38 15.28
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 76.32 36.31 23.83 0.0 0.0
Baroda Multi Cap Fund - Plan A - Growth Option 12-09-2003 72.86 31.82 20.32 14.73 13.73
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 68.55 30.82 17.16 15.82 17.52
ICICI Prudential Multicap Fund - Growth 01-10-1994 68.29 24.62 14.69 13.23 15.67
Invesco India Multicap Fund - Growth Option 17-03-2008 67.01 31.67 18.02 15.29 18.43
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 65.78 27.46 18.37 14.66 15.57
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 52.52 17.64 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Equity Fund Regular Plan - Growth

Asset Allocation (%)