Sundaram Equity Fund

An open-ended equity scheme investing across large cap, mid cap and small cap stocks

NAV
as on

Returns since inception

Average AUM
for the month of

Crores

Minimum Investment Amount

SIP

100

Lumpsum

100

Product Features

Scheme Type

Multi Cap Fund

Available Plans

Regular, Direct

Minimum Investment

100

Repayment Options

Growth

Dividend: Payout, Sweep, Reinvestment

SIP/STP

Quarterly: ₹750

Monthly: ₹100

Weekly: ₹1000

Minimum Additional Purchase

100

Fund Features:

  • Well-diversified portfolio investing across large, mid and small cap stocks
  • Designed as a multi cap fund with flexible asset allocation which aims to provide better risk adjusted returns
  • Suitable to invest at any point in time
  • Fund adopts a blend of top-down and bottom up approaches with a focus on secular growth opportunities, cyclical recovery & emerging themes/businesses
  • Fund is actively managed and sticks with the best of ideas across cap curves

Suitability:

The fund is suitable for investors who

  • seek to generate capital appreciation while minimising risk
  • have an investment horizon of 3 to 5 years and have a moderately high risk-appetite

Click here for the performance track record of all funds.

mutual fund risk meter

This product is suitable for investors who are seeking*

  • Capital appreciation over medium to long term
  • Investors should consult their financial advisors if in doubt about whether the product is suitable for them

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Dividend History

Scheme Name Record Date Non-Corporate Dividend Corporate Dividend

Inception: September 2019

Benchmark: S&P BSE 500 TRI

Fund Managers: S. Krishnakumar, S. Bharath

Minimum Investment: ₹100 and in multiples of ₹1 thereafter

SIP/STP:

  • Quarterly: ₹750 and in multiples of ₹1 thereafter
  • Monthly: ₹100 and in multiples of ₹1 thereafter
  • Weekly: ₹1000 and in multiples of ₹1 thereafter

Minimum Additional Purchase: ₹100 and in multiples of ₹1 thereafter

Entry Load: Not Applicable

Exit Load: 1% if redeemed within 12 months from the date of allotment

3.3 Million+ Investors trust Sundaram Mutual

Mutual fund investments are subject to market risks, read all scheme related documents carefully.