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Sundaram Mutual Fund

Sundaram Equity Savings Fund Direct-Growth

NAV
returns change indicator
69.5236
as on 18 Mar 2024, 11:46 PM
0.1011(0.15%)
Last Change
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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
1,34,278
star
1,41,281
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
41,281
Profit (absolute return)
41.28%
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
2.46%
In the last 6 months
7.09%
In the last 1 year
21.95%
In the last 3 years
41.28%
In the last 5 years
70.48%
In the last 10 years
155.99%
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-Growth
Sundaram Equity Savings Fund Direct-Growth
as of 29 Feb 2024, 05:30 AM
741.55 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.47%
Expense Ratio
Plan
Growth
39.39%
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 29 Feb 2024
Sort By
Financial
10.54%
78.12 Cr
Services
6.19%
45.92 Cr
Healthcare
4.77%
35.34 Cr
Automobile
4.20%
31.14 Cr
Capital Goods
3.14%
23.26 Cr
Others
71.17%
527.76 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 29 Feb 2024
Sort By
Reserve Bank of India
4.71%
34.93 Cr
GOI
4.68%
34.70 Cr
National Bank For Agriculture & Rural Development
2.69%
19.95 Cr
HDFC Bank Ltd.
2.32%
17.20 Cr
Others
85.60%
634.77 Cr
View All
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Instruments Holding in this Mutual Fund

as on 29 Feb 2024
Cash Margin
33.00%
244.74 Cr
Repo
10.47%
77.61 Cr
T-Bills
4.71%
34.94 Cr
Debenture
4.69%
34.80 Cr
GOI Sec
4.68%
34.70 Cr
Others
42.45%
314.79 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 ₹741.55 Crores and the latest NAV decalared is ₹69.524 as on 19 Mar 2024 at 10:00 am.
Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 21.95%, in last 3 years is 41.28% and 186.48% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:741.55 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
58,156.81 Cr
AUM
106
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237