• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Equity Savings Fund (Growth)

Formerly Principal Equity Svgs Gr

Sundaram Mutual Fund

Sundaram Equity Savings Fund (Growth)

HybridEquity Savings
Top Ranked

58.9205

NAV (Nov 30)

10.8%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

58.9205

NAV (Nov 30)

Fund Returns

Last 1Y
11.2%
Last 3Y
12.5%
Last 5Y
10.8%
Last 10Y
9.2%
Since Inception
8.6%
6 Month CAGR
9.1%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and capital appreciation through a moderate exposure in equity.

Expense Ratio
2.24
Launched (21y ago)
May 23, 2002
AUM in Crores
656.820
ISIN
INF173K01213
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
6.2
Standard Deviation (5yr)
7.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.256
Sharpe Ratio (5yr)
0.69
YTM
7.09691
Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Equity Savings Fund (Growth)70%9,54,750 2,22,13810.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-11-30

Top Stock Holdings

cash offset for derivatives

36.1%
36.1%

treps

12.2%
12.2%

cash and other net current assets^

10.5%
10.5%

hdfc bank ltd

8.5%
8.5%

182 Days Treasury Bill 07-03-2023

7.4%
7.4%
See all holdings

Allocation by Sector

financial services

31.1%
31.1%

consumer cyclical

9%
9%

technology

6.8%
6.8%

industrials

6.7%
6.7%

consumer defensive

6.4%
6.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 26,182 cr

₹ 3,301 cr

₹ 2,920 cr

₹ 7,605 cr

₹ 1,354 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 64,618 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.6%

25.1%

20.4%

21.7%

12.5%

19.9%

14.5%

12.4%

7.5%

Sundaram Equity Savings Fund (G) Review

Sundaram Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.6% over a period of 21 years. The fund was previously known as Principal Equity Svgs Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia.

Nav of Sundaram Equity Savings Fund (G) as of 11/30/2023 is ₹58.92 with the total AUM as of 12/1/2023 is ₹656.82. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings Fund (G) was launched on May 23, 2002. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Sundaram Equity Savings Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Sundaram Equity Savings Fund (G)?

Sundaram Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Equity Savings Fund (G)?

You can invest in Sundaram Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Equity Savings Fund (G)?

The minimum sip amount for Sundaram Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Equity Savings Fund (G) good to invest in?

As per Scripbox experts, Sundaram Equity Savings Fund (G) is a Top Ranked fund. You can investSundaram Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Equity Savings Fund (G)?

The expense ratio of the Sundaram Equity Savings Fund (G) is 2.24% for regular plan.