• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Equity Savings fund (RIDCW-Q)

Formerly Principal Equity Svgs Qt IDCW-R

Sundaram Mutual Fund

Sundaram Equity Savings fund (RIDCW-Q)

HybridEquity Savings

Top Ranked

14.847

NAV (Feb 01)

7.2%
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 ->

Fund Size

Satisfactory

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

14.847

NAV (Feb 1)

Fund Returns

Last 1Y

1.7%

Last 3Y

11.8%

Last 5Y

7.2%

Last 10Y

6.8%

Since Inception

7.2%

6 Month CAGR

1.8%

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.

Expense Ratio

2.34

Launched (21y ago)

May 23, 2002

AUM in Crores

422.593

ISIN

INF173K01270

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

8.7

Standard Deviation (5yr)

7.4

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.87

Sharpe Ratio (5yr)

0.346

YTM

6.56586

Fund Managers

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Equity Savings fund (RIDCW-Q)70%871,983 139,3717.2%
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 2023-02-01

Top Stock Holdings

cash offset for derivatives

29.4%
29.4%

hdfc bank ltd

8%
8%

treps

6.7%
6.7%

icici bank ltd

6.6%
6.6%

hdfc bank limited january 2023

6%
6%
See all holdings

Allocation by Sector

financial services

35%
35%

technology

10.5%
10.5%

industrials

9.2%
9.2%

consumer cyclical

9.1%
9.1%

consumer defensive

4.5%
4.5%
See all sectors

Compare Sundaram Equity Savings fund (RIDCW-Q)

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

₹ 21,281 cr

₹ 2,750 cr

₹ 422 cr

₹ 3,294 cr

₹ 949 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,827 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

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

    12%

    8.3%

    17.4%

    18.5%

    11.4%

    11%

    9.9%

    13.4%

    11.8%

    7.2%

    Sundaram Equity Savings fund (RIDCW-Q) Review

    Sundaram Equity Savings fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.2% over a period of 20 years. The fund was previously known as Principal Equity Svgs Qt IDCW-R. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia.

    Nav of Sundaram Equity Savings fund (RIDCW-Q) as of 2/1/2023 is ₹14.85 with the total AUM as of 2/2/2023 is ₹422.593. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings fund (RIDCW-Q) was launched on May 23, 2002. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Sundaram Equity Savings fund (RIDCW-Q) is ₹0 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 (RIDCW-Q)?

    Sundaram Equity Savings fund (RIDCW-Q) is a Equity Savings 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 (RIDCW-Q)?

    You can invest in Sundaram Equity Savings fund (RIDCW-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 (RIDCW-Q)?

    The minimum sip amount for Sundaram Equity Savings fund (RIDCW-Q) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Equity Savings fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, Sundaram Equity Savings fund (RIDCW-Q) is a Top Ranked fund. You can investSundaram Equity Savings fund (RIDCW-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 (RIDCW-Q)?

    The expense ratio of the Sundaram Equity Savings fund (RIDCW-Q) is 2.34% for regular plan.