Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Dec 31)
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. However,there can be no assurance that the investment objective of the Scheme will be realized.
Launched (5y ago)
Dec 07, 2018
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)||NaN||NaN||%|
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.
|Fund Name||Fund Size||Rolling Returns|
₹ 3,233 cr
₹ 6,472 cr
₹ 1,150 cr
₹ 749 cr
₹ 8,756 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 7.4% over a period of 4 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, S. Bharath.
Nav of Sundaram Equity Savings Fund (G) as of 12/31/2021 is ₹12.50 with the total AUM as of 5/27/2023 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.
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 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.