• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Equity Savings Fund (PIDCW-Q)
Sundaram Mutual Fund

Sundaram Equity Savings Fund (PIDCW-Q)

HybridEquity Savings
Top Ranked

17.5073

NAV (Sep 11)

11.486%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within equity savings mutual funds.Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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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

17.5073

NAV (Sep 11)

Fund Returns

Last 1Y
17.7%
Last 3Y
10.9%
Last 5Y
11.5%
Last 10Y
8.9%
Since Inception
8.5%
6 Month CAGR
9.2%

Scheme Information

Investment Objective

The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Expense Ratio
2.16
Launched (0y ago)
2.16
AUM in Crores
926.2
ISIN
INF173K01262
Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
5.5
Beta
0.8
Sharpe Ratio
1
YTM
Fund Managers

Dwijendra Srivastava

Fund Manager

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Equity Savings Fund (PIDCW-Q)70%9,71,654 2,39,04211.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-13

Top Stock Holdings

Others

39.2%
39.176%

HDFC Bank Ltd.

7.8%
7.775%

Reliance Industries Ltd.

6.2%
6.156%

Infosys Ltd.

4.3%
4.347%

Bharti Airtel Ltd.

4.1%
4.058%
See all holdings

Allocation by Sector

Financial

10.323275%
10.323275%

Healthcare

4.451655%
4.451655%

Automobile

4.230966%
4.230966%

Capital Goods

4.146734%
4.146734%

Services

3.967752%
3.967752%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
ICICI Prudential Multi Asset Fund (G)
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,347 cr

₹ 5,088 cr

₹ 12,399 cr

₹ 24,644 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

17.771%

22.291%

18.422%

15.179%

10.924%

8.52%

5.57%

4.936%

18.533%

12.127%

Sundaram Equity Savings Fund (PIDCW-Q) Review

Sundaram Equity Savings Fund (PIDCW-Q) is a Hybrid Hybrid fund and has delivered an annualised return of 8.52% over a period of 22 years. The fund is managed by Sundaram Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of Sundaram Equity Savings Fund (PIDCW-Q) as of 9/11/2024 is ₹17.51 with the total AUM as of 9/12/2024 is ₹926.209407. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings Fund (PIDCW-Q) was launched on 2002-05-23. The category risk of the fund is Above Average.

The minimum SIP amount for Sundaram Equity Savings Fund (PIDCW-Q) 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 (PIDCW-Q)?

Sundaram Equity Savings Fund (PIDCW-Q) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Equity Savings Fund (PIDCW-Q)?

You can invest in Sundaram Equity Savings Fund (PIDCW-Q) 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 (PIDCW-Q)?

The minimum sip amount for Sundaram Equity Savings Fund (PIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Equity Savings Fund (PIDCW-Q) good to invest in?

As per Scripbox experts, Sundaram Equity Savings Fund (PIDCW-Q) is a 4 fund. You can investSundaram Equity Savings Fund (PIDCW-Q) 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 (PIDCW-Q)?

The expense ratio of the Sundaram Equity Savings Fund (PIDCW-Q) is 2.16% for regular plan.