- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Savings Fund (Ex) (G)
Sundaram Equity Savings Fund (Ex) (G)
₹ 12.4984
NAV (Dec 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.4984
NAV (Dec 31)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | NA |
Scheme Information
The scheme seeks to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation
Expense Ratio | - |
Launched (0y ago) | - |
AUM in Crores | - |
ISIN | INF903JA1GH5 |
Lock-in | - |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Savings Fund (Ex) (G) | NaN | NaN | NaN% | |
| 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
Allocation by Sector
Financial
13.565966%Technology
6.518503%Construction
5.14974%Energy
5.03563%Consumer Staples
2.187469%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr | ||
₹ 5,088 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.029% | 22.163% | ||
17.933% | 15.095% | ||
10.785% | 8.511% | ||
5.647% | 4.955% | ||
17.488% | 12.077% |
Sundaram Equity Savings Fund (Ex) (G) Review
Sundaram Equity Savings Fund (Ex) (G) is a Hybrid Hybrid fund and has delivered an annualised return of null% over a period of 5 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is .
Nav of Sundaram Equity Savings Fund (Ex) (G) as of 12/31/2021 is ₹12.50 with the total AUM as of 10/7/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings Fund (Ex) (G) was launched on 2018-12-07. The category risk of the fund is null.
The minimum SIP amount for Sundaram Equity Savings Fund (Ex) (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 (Ex) (G)?
How to invest in Sundaram Equity Savings Fund (Ex) (G)?
You can invest in Sundaram Equity Savings Fund (Ex) (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 (Ex) (G)?
The minimum sip amount for Sundaram Equity Savings Fund (Ex) (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Equity Savings Fund (Ex) (G) good to invest in?
As per Scripbox experts, Sundaram Equity Savings Fund (Ex) (G) is a fund. You can investSundaram Equity Savings Fund (Ex) (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 (Ex) (G)?
The expense ratio of the Sundaram Equity Savings Fund (Ex) (G) is % for regular plan.