Formerly Principal Equity Svgs Gr
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
The performance of the fund on a Fund Size metric has been Satisfactory
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Nov 30)
6 Month CAGR
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.
Launched (21y ago)
May 23, 2002
AUM in Crores
NIFTY Equity Savings TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Equity Savings Fund (Growth)||9,54,750||2,22,138||10.8%|
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.
cash offset for derivatives36.1%
cash and other net current assets^10.5%
hdfc bank ltd8.5%
182 Days Treasury Bill 07-03-20237.4%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 3,301 cr
₹ 2,920 cr
₹ 7,605 cr
₹ 1,354 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
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.
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 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.