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

Sundaram Equity Savings Fund (Growth)

HybridEquity Savings

12.4984

NAV (Dec 31)

7.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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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 (4y 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

S. Bharath

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

Compare Sundaram Equity Savings Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    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 3 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 12/3/2022 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 stocks 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.