Sundaram Equity Fund Regular Plan Growth Option

Risk Profile: MODERATELY HIGH

NAV

10.7581

0.1 (0.9202 %)

13-12-2019

CAGR Since Inception

7.44 %

S&P BSE 500 TRI

11.36 %

Funds Manager

Mr. Dwijendra Srivastava, Mr. S Bharath and Mr. S Krishnakumar

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers. Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd. Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai. Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


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

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