Share Fund
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity & equity related securities
| Scheme Class | Equity |
| Scheme Category | Large & Mid- Cap |
| Expense Ratio | 0.72% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 7,039 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 100 |
| Benchmark Type | S&P BSE 200 India TR INR |
| Exit Load | Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days. |
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
IDFC Core Equity Fund - Direct Plan | 1000 | 1000 | 30.13% |
Principal Emerging Bluechip - Direct Plan | 1000 | 1000 | 0.38% |
Canara Robeco Emerging Equities - Direct Plan | 0 | 1000 | 22.6% |
| Company | Holding Type | Asset(%) |
|---|---|---|
Treps | Cash - Repurchase Agreement | 5 |
HDFC Bank Ltd | Equity | 4 |
ICICI Bank Ltd | Equity | 4 |
Reliance Industries Ltd | Equity | 3 |
State Bank of India | Equity | 3 |
Infosys Ltd | Equity | 2 |
Zomato Ltd | Equity | 2 |
Larsen & Toubro Ltd | Equity | 2 |
Bharti Airtel Ltd | Equity | 2 |
UNO Minda Ltd | Equity | 2 |
| Asset | Percent |
|---|---|
Equity | 95 |
Cash - Repurchase Agreement | 5 |
Cash | 0 |
Mutual Fund - Open End | 0 |
| Sector | Percent |
|---|---|
Financial Services | 22 |
Industrials | 17 |
Consumer Cyclical | 16 |
Healthcare | 9 |
Technology | 7 |
Fund Manager
S. Bharath
0+ years of experience
Ashish Aggarwal
2+ years of experience
About
rahulm@sundarammutual.com
Phone
1860 425 7237
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014
