- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Savings Fund Direct Growth
Sundaram Equity Savings Fund Direct Plan Growth
₹ 77.09
NAV (Apr 09)
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
Sundaram Equity Savings Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,05,433
Wealth Gained10,38,045
Total Corpus Created (₹)
With CAGR of 14.04 % in 5 yearsHistorical NAV
₹ 77.0895
NAV (Apr 9)
Fund Returns
Last 1Y | 7.9% |
Last 3Y | 11.2% |
Last 5Y | 14% |
Last 10Y | 9.4% |
Since Inception | 9.2% |
6 Month CAGR | -1.7% |
Scheme Information
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 | INF173K01GZ9 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Savings Fund Direct (G) | 10,38,045 | 3,05,433 | 14% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
39.18%HDFC Bank Ltd.
7.78%Reliance Industries Ltd.
6.16%Infosys Ltd.
4.35%Bharti Airtel Ltd.
4.06%
Allocation by Sector
Financial
10.22%Services
4.06%Healthcare
2.81%Automobile
2.55%Capital Goods
1.65%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 55,360 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.9% | 17.8% | ||
7.4% | 7.6% | ||
11.7% | 11.8% | ||
14% | 19.9% | ||
17.7% | 13.8% |
Sundaram Equity Savings Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,05,433
Wealth Gained10,38,045
Total Corpus Created (₹)
With CAGR of 14.04 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Equity Savings Fund Direct Plan Growth?
What is the current AUM of Sundaram Equity Savings Fund Direct Growth?
What is the latest NAV of Sundaram Equity Savings Fund Direct Growth?
What is the Riskometer rating for Sundaram Equity Savings Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Equity Savings Fund Direct Plan?
Which are the top stock holdings in Sundaram Equity Savings Fund Direct Plan?
What is the asset allocation of Sundaram Equity Savings Fund Direct Plan Growth?
What has been the performance of Sundaram Equity Savings Fund Direct Growth returns?
Does Sundaram Equity Savings Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Equity Savings Fund Direct Plan Growth?
How to invest in Sundaram Equity Savings Fund Direct Growth?
How can I redeem my investment in Sundaram Equity Savings Fund Direct Plan?