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Sundaram Equity Savings Fund (G)

Scheme Information

2019-11-13

Asset Management Company (AMC) Sundaram Asset Management Company Limited
Asset Class Type Hybrid
Inception Date Dec 7, 2018
Benchmark NIFTY 50 Equity Savings Index
Objective The investment objective of the scheme is to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market and capital appreciationthrough a moderate exposure in equity. However there can be no assurance that the investment objective of the Scheme will be realized.
Fund Manager S. Krishnakumar
AUM (In Crores) 141.95
Allocation
Equity: 68.0527%
Others: 10.7745%
Debt: 21.1728%
Exit Load Nil upto 25% of units and 1% for more than 25 units on or before 1 year
Minimum Investment Amount First Investment: 100
Expense Ratio 2.49
Average Maturity 383.25 Days
Modified Duration 339.45 Days
Yield to Maturity 5.34%

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