- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Savings Fund (Growth)
Formerly Principal Equity Svgs Gr
Sundaram Equity Savings Fund (Growth)
₹ 54.0982
NAV (Jun 08)
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
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 54.0982
NAV (Jun 8)
Fund Returns
Last 1Y | 10% |
Last 3Y | 14.5% |
Last 5Y | 9.2% |
Last 10Y | 7.9% |
Since Inception | 8.4% |
6 Month CAGR | 2.5% |
Scheme Information
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 | 2.32 |
Launched (21y ago) | May 23, 2002 |
AUM in Crores | 463.358 |
ISIN | INF173K01213 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.3 |
Standard Deviation (5yr) | 7.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.551 |
Sharpe Ratio (5yr) | 0.533 |
YTM | 6.65631 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Savings Fund (Growth) | 9,16,767 | 1,84,155 | 9.2% | |
| 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
cash offset for derivatives
30.4%treps
10.7%hdfc bank ltd
7.2%housing development finance corp ltd
6.5%icici bank ltd
6.2%Allocation by Sector
financial services
35.2%technology
11.1%industrials
8.1%consumer cyclical
6.9%consumer defensive
3.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 22,144 cr | ||
₹ 8,906 cr | ||
₹ 6,704 cr | ||
₹ 1,150 cr | ||
₹ 749 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.5% | 8.4% | ||
28.7% | 19.1% | ||
29.1% | 11.7% | ||
27.2% | 13.9% | ||
14.5% | 7.3% |
Sundaram Equity Savings Fund (G) Review
Sundaram Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.4% 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 6/8/2023 is ₹54.10 with the total AUM as of 6/9/2023 is ₹463.358. 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 Moderate 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)?
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 2.32% for regular plan.