Sundaram Equity Fund Direct Plan - Growth

  • Scheme Category:  
  • Equity Scheme >  
  • Multi Cap Fund
NAV: ₹ 17.3254 ↑ 0.92%
[as on 31 December, 2021]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 40 SMA
  • 500 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Equity Fund Direct Plan - Growth and its peers as on 31 December, 2021
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Equity Fund Direct Plan - Growth 38.81% 0.92% 2.37% 3.2% 1.56% 39.64%----
SBI Multicap Fund- Direct Plan- Growth option 1.83% -0.58% 0.89% 4.68% -0.37% 0.52% 13.49%---
ICICI Prudential Multi Cap Fund - Direct Plan - Growth 4.1% -0.38% 1.86% 3.03% -4.17% 4.09% 14.98% 13.25% 17.34% 14.98%
HDFC Multi Cap Fund - Growth Option - Direct Plan -0.78% -0.49% 1.55% 5.86% -1.01% -1.61% 11.79%---
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option 1.08% -0.21% 1.63% 5.27% -1.55% 0.17% 13.8% 15.31% 18.86% 16.19%
Kotak Multi Cap Fund-Direct Plan-Growth 2.65% -0.51% 2.41% 5.41% 1.03% 4.21% 17.15% 16.64%--

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns---- 14.41%-----

Discrete returns (monthly)

MonthJan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Returns----------

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)
Returns -19.69%

NAV history

Sundaram Equity Fund Direct Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
31 December, 202117.3254 0.92%
30 December, 202117.1671 -0.16%
29 December, 202117.1939 0.04%
28 December, 202117.1867 1.01%
27 December, 202117.0147 0.53%
24 December, 202116.9242 -0.63%
23 December, 202117.0307 1.07%
22 December, 202116.8498 1.43%
21 December, 202116.6125 1.06%
20 December, 202116.4378 -2.98%
17 December, 202116.9431 -1.57%
16 December, 202117.2135 -0.06%
15 December, 202117.2235 -0.75%
14 December, 202117.3538 0.06%
13 December, 202117.3440 -0.27%
10 December, 202117.3902 0.43%
9 December, 202117.3155 0.32%
8 December, 202117.2595 1.54%
7 December, 202116.9979 1.44%
6 December, 202116.7563 -1.54%
3 December, 202117.0186 -0.4%
2 December, 202117.0874 1.11%
1 December, 202116.8993 0.66%
30 November, 202116.7882 0.4%
29 November, 202116.7205 -0.84%
26 November, 202116.8627 -3.12%
25 November, 202117.4063 0.48%
24 November, 202117.3223 -0.3%
23 November, 202117.3751 0.96%
22 November, 202117.2099

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Equity Fund Direct Plan - Growth?
    The latest NAV of Sundaram Equity Fund Direct Plan - Growth is 17.3254 as on 31 December, 2021.
  • What are YTD (year to date) returns of Sundaram Equity Fund Direct Plan - Growth?
    The YTD (year to date) returns of Sundaram Equity Fund Direct Plan - Growth are 38.81% as on 31 December, 2021.
  • What are 1 year returns of Sundaram Equity Fund Direct Plan - Growth?
    The 1 year returns of Sundaram Equity Fund Direct Plan - Growth are 39.64% as on 31 December, 2021.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Sundaram Equity Fund Direct Plan - Growth?
    Sundaram Equity Fund Direct Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.