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Sundaram Mutual Fund

Sundaram Equity Savings Fund Direct-Growth

NAV
returns change indicator
56.0508
as on 18 Jan 2022, 10:25 PM
-0.2118(0.38%)
Last Change
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Videos: for Sundaram Mutual Fund
Principal Equity saving fund

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
19th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,45,973
star
1,51,721
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
51,721
Profit (absolute return)
51.72%
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
1.38%
In the last 6 months
10.15%
In the last 1 year
20.35%
In the last 3 years
51.72%
In the last 5 years
77.12%
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 Dec 2021, 05:30 AM
301.11 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.85%
Expense Ratio
Plan
Growth
35.45%
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 Dec 2021
Sort By
Cash Holding
35.45%
106.75 Cr
Financial
13.57%
40.85 Cr
Technology
6.07%
18.28 Cr
Automobile
5.19%
15.62 Cr
Construction
3.24%
9.76 Cr
Engineering
3.12%
9.39 Cr
Energy
3.07%
9.25 Cr
FMCG
2.17%
6.52 Cr
Services
1.89%
5.69 Cr
Healthcare
1.32%
3.98 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2021
Sort By
Others
41.21%
124.09 Cr
GOI
11.34%
34.15 Cr
ICICI Bank Ltd.
3.16%
9.52 Cr
Infosys Ltd.
2.97%
8.94 Cr
HDFC Bank Ltd.
2.57%
7.74 Cr
REC Ltd.
2.54%
7.65 Cr
Housing Development Finance Corpn. Ltd.
2.51%
7.56 Cr
Reliance Industries Ltd.
2.28%
6.87 Cr
Axis Bank Ltd.
1.49%
4.49 Cr
State Bank of India
1.40%
4.22 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Dec 2021
Cash Margin
26.97%
81.21 Cr
Cash/NCA
14.90%
44.87 Cr
Term Deposits
12.44%
37.46 Cr
Reverse Repo
12.16%
36.61 Cr
Mrgn Money
5.76%
17.36 Cr
Debenture
5.10%
15.36 Cr
NCD
2.80%
8.43 Cr
Net Receivables
2.09%
6.29 Cr
SDL
1.37%
4.13 Cr
Bonds
1.31%
3.94 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 02 Jan 2013 and is currently managed by its fund managers Sudhir Kedia, Dwijendra Srivastava and Rohit Seksaria. It has an AUM of ₹301.11 Crores and the latest NAV decalared is ₹56.051 as on 19 Jan 2022 at 12:29 am.
Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 20.35%, in last 3 years is 51.72% and 130.97% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:301.11 Cr
Category:Hybrid: Equity Savings
Launch Date:02 Jan 2013
Fund Type:Open-End

Scheme 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.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
44,103.86 Cr
AUM
102
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237