• 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

50.9221

NAV (Jan 20)

10.5%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in 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 ->

Track Record

20 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

302 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

50.9221

NAV (Jan 20)

Fund Returns

Last 1Y

17.7%

Last 3Y

13.2%

Last 5Y

10.5%

Last 10Y

8.7%

Since Inception

8.6%

6 Month CAGR

8.9%

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Scheme Information

Investment Objective

To provide capital appreciation and income distribution to the investors by using equity and equity related instruments,arbitrage opportunities,and investments in debt and money market instruments. However,there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Expense Ratio

2.43

Launched (20y ago)

May 23, 2002

AUM in Crores

301.110

ISIN

INF173K01213

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Gurvinder Wasan

Fund Manager

user-avatar

Sudhir Kedia

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 1,954 cr

5

₹ 455 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,864 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    22.8%

    16.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    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 19 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 Gurvinder Wasan, Sudhir Kedia.

    Nav of Sundaram Equity Savings Fund (G) as of 20/01/2022 is ₹50.92 with the total AUM as of 21/01/2022 is ₹301.11. 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 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

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