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Sundaram Equity Savings Fund (Growth)

Returns (1yr)
4.09 %
Latest NAV
10.80

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 11th of August, 07:03 PM

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.

Fund Managers

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Rohit Seksaria
    profile-pic
    S. Bharath
    profile-pic
    S Krishnakumar
  • expense-ratio
    Expense Ratio
    2.41
    benchmark
    Benchmark
    Nifty Equity Savings Index TR
  • Aum image
    AUM
    ₹ 104.92 Crores
    ISIN
    ISIN
    INF903JA1GH5
  • Category Risk:

    Moderately High risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Cash Offset For Derivatives
29%
Housing Development Finance Corp Ltd
9%
Margin Money For Derivatives
8%
Icici Bank Ltd
7%
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7%

Top Sectors

Financial Services
26%
Consumer Defensive
10%
Technology
6%
Energy
6%
Communication Services
6%

Allocation

Others
43%
Equity
39%
Debt
18%

Investment Return Calculator

as on 11th of August, 07:03 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Equity Savings Fund Regular Growth is a Equity Savings Hybrid fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Rohit Seksaria, S. Bharath, S Krishnakumar. 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. The fund charges 2.41000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.