- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Savings Fund (G)
Sundaram Equity Savings Fund (G)
₹ 68.2674
NAV (Sep 13)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 68.2674
NAV (Sep 13)
Fund Returns
Last 1Y | 18.8% |
Last 3Y | 11.1% |
Last 5Y | 11.6% |
Last 10Y | 8.9% |
Since Inception | 8.5% |
6 Month CAGR | 10.7% |
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 | 2.16 |
Launched (0y ago) | 2.16 |
AUM in Crores | 926.2 |
ISIN | INF173K01213 |
Lock-in | |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 5.5 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Savings Fund (G) | 9,74,450 | 2,41,838 | 11.6% | |
| 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
39.2%HDFC Bank Ltd.
7.8%Reliance Industries Ltd.
6.2%Infosys Ltd.
4.3%Bharti Airtel Ltd.
4.1%Allocation by Sector
Financial
10.323275%Healthcare
4.451655%Automobile
4.230966%Capital Goods
4.146734%Services
3.967752%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 24,644 cr | ||
₹ 5,088 cr | ||
₹ 12,399 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.291% | 22.559% | ||
18.734% | 15.236% | ||
11.107% | 8.542% | ||
5.577% | 4.937% | ||
18.979% | 12.175% |
Sundaram Equity Savings Fund (G) Review
Sundaram Equity Savings Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 8.542% over a period of 22 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Sundaram Equity Savings Fund (G) as of 9/13/2024 is ₹68.27 with the total AUM as of 9/14/2024 is ₹926.209407. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings Fund (G) was launched on 2002-05-23. The category risk of the fund is Above Average.
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)?
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 4 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 2.16% for regular plan.