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Sundaram Mutual Fund

Sundaram Equity Savings Fund Direct-Growth

NAV
returns change indicator
53.8411
as on 01 Jul 2022, 10:30 PM
0.0251(0.05%)
Last Change
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Scheme Ratings

5
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by Value Research
Videos: for Sundaram Mutual Fund
Principal Equity saving fund

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,22,333
star
1,28,420
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
28,420
Profit (absolute return)
28.42%
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
2.59%
In the last 6 months
1.83%
In the last 1 year
4.12%
In the last 3 years
28.42%
In the last 5 years
46.12%
In the last 10 years
NA
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 high risk

Scheme Information

Sundaram Equity Savings Fund Direct-Growth
Sundaram Equity Savings Fund Direct-Growth
as of 31 May 2022, 05:30 AM
374.43 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.65%
Expense Ratio
Plan
Growth
49.69%
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 31 May 2022
Sort By
Cash Holding
49.69%
186.04 Cr
Financial
13.47%
50.42 Cr
Automobile
5.94%
22.23 Cr
Capital Goods
3.27%
12.24 Cr
Technology
2.87%
10.76 Cr
Others
24.77%
92.75 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 May 2022
Sort By
Reserve Bank of India
5.28%
19.77 Cr
GOI
5.21%
19.51 Cr
ICICI Bank Ltd.
2.59%
9.70 Cr
Polycab India Ltd.
2.06%
7.71 Cr
Others
84.86%
317.74 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 May 2022
Cash Margin
26.97%
100.98 Cr
Cash/NCA
14.90%
55.80 Cr
Term Deposits
12.44%
46.58 Cr
Reverse Repo
12.16%
45.53 Cr
NCA
10.66%
39.90 Cr
Others
22.87%
85.63 Cr
View All
View All

About Sundaram Equity Savings Fund Direct-Growth

Sundaram Equity Savings Fund Direct-Growth is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sudhir Kedia, Dwijendra Srivastava and Rohit Seksaria. It has an AUM of ₹374.43 Crores and the latest NAV decalared is ₹53.841 as on 02 Jul 2022 at 4:12 am.
Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 4.12%, in last 3 years is 28.42% and 121.86% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:374.43 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
39,497.94 Cr
AUM
100
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237