Sundaram Mutual Fund

Sundaram Equity Savings Fund Direct Plan Growth

₹ 77.09

NAV (Apr 09)

14.04%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within equity savings mutual funds.Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Scheme Information

Investment Objective

The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Expense Ratio
0.78 %
Launched 12Y ago
2013-01-02
AUM in Crores
1032.9
ISIN
INF173K01HN3
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
5.7
Beta
0.8
Sharpe Ratio
0.9
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

39.18%
39.176%

HDFC Bank Ltd.

7.78%
7.775%

Reliance Industries Ltd.

6.16%
6.156%

Infosys Ltd.

4.35%
4.347%

Bharti Airtel Ltd.

4.06%
4.058%
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Allocation by Sector

Financial

10.22%
10.21998%

Services

4.06%
4.057729%

Healthcare

2.81%
2.807063%

Automobile

2.55%
2.546063%

Capital Goods

1.65%
1.652873%
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Frequently Asked Questions

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