Sundaram Equity Fund

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

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Fund Managers

Mr. Shiv Chanani

Fund Manager

Mr. Shiv Chanani

Sundaram Balanced

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

The fund is suitable for investors who:

  1. seek to generate capital appreciation while minimising risk
  2. have an investment horizon of at least 5 years and have a moderately high risk-appetite
 
High Risk

This product is suitable for investors who are seeking*

  • Capital appreciation over medium to long term
  • Investment in equity & equity-related securities of companies across various market capitalization

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

Past performance may or may not be sustained in future.

Fund Facts

Inception September 2019
Scheme Type Multi Cap Fund
Benchmark S&P BSE 500 TRI Index
Fund Managers S. Krishnakumar, S. Bharath
Investment Objective To achieve capital appreciation over medium to long term by investing in equity and equity-related securities across market capitalization
Plans Regular, Direct
Options
Growth, Dividend: Payout, Sweep, Reinvestment
Min. Initial 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
Min. Additional Purchase 100 and in multiples of 1 thereafter
Entry Load Not applicable
Exit Load (both plans) 1% if redeemed within 12 months from the date of allotment.