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Sundaram Mutual Fund

Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment

NAV
returns change indicator
25.0853
as on 11 Oct 2024, 11:43 PM
0.0398(0.16%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,35,744
star
1,42,830
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
42,830
Profit (absolute return)
42.83%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
4.38%
In the last 6 months
9.63%
In the last 1 year
20.87%
In the last 3 years
42.83%
In the last 5 years
86.97%
In the last 10 years
168.40%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment
Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment
as of 30 Sep 2024, 05:30 AM
994.80 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.49%
Expense Ratio
Plan
Dividend
38.61%
Cash Holding
Benchmark
NIFTY Equity Savings Total Return Index
Scheme Document
Benchmark
NIFTY Equity Savings Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Sep 2024
Sort By
Financial
10.54%
104.87 Cr
Services
5.95%
59.16 Cr
Capital Goods
4.22%
42.02 Cr
Healthcare
4.18%
41.56 Cr
Automobile
3.52%
34.98 Cr
Others
71.59%
712.18 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Sep 2024
Sort By
GOI
4.15%
41.28 Cr
Reserve Bank of India
2.87%
28.55 Cr
HDFC Bank Ltd.
2.45%
24.37 Cr
National Bank For Agriculture & Rural Development
2.37%
23.58 Cr
Others
88.16%
877.02 Cr
View All
View All

About Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment

Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹994.80 Crores and the latest NAV decalared is ₹25.085 as on 14 Oct 2024 at 12:20 am.
Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment scheme return performance in last 1 year is 20.87%, in last 3 years is 42.83% and 226.50% since scheme launch.

Scheme Details

AUM:994.80 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
68,853.27 Cr
AUM
102
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237