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

Sundaram Equity Savings Fund (Growth)

HybridEquity Savings

12.4984

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

12.4984

NAV (Dec 31)

Fund Returns

Last 1Y
8.2%
Last 3Y
7.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
7.4%
6 Month CAGR
2.7%

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. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
2.44
Launched (6y ago)
Dec 07, 2018
AUM in Crores
157.579
ISIN
INF903JA1GH5
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.8
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Equity Savings Fund (Growth)70%8,76,332 1,43,7207.4%
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 2021-12-31

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 9,107 cr

₹ 3,402 cr

₹ 2,173 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 75,396 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
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.4%

8.8%

20.3%

20.4%

5.2%

4.8%

20.5%

13.1%

20.2%

%

Sundaram Equity Savings Fund (G) Review

Sundaram Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.4% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria.

Nav of Sundaram Equity Savings Fund (G) as of 12/31/2021 is ₹12.50 with the total AUM as of 5/24/2024 is ₹157.579. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings Fund (G) was launched on Dec 07, 2018. 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)?

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 Not Reviewed Yet 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 2.44% for regular plan.