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Fund Overview

Sundaram Equity Savings Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

69.61

Inception Date

03-06-2002

Category

Hybrid - Arbitrage Oriented
Invest
Investment Objectives

The investment objective of the Scheme is to provide capital appreciation and generate income through a dynamic mix of equity, debt and money market instruments. The Scheme seeks to reduce the volatility by diversifying the assets across equity, debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Sundaram Equity Savings Fund (G) 4.60 4.36 9.92 12.68 15.18 9.56 8.79
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.14 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.25 Lakh

Benchmark

1Lakh investment Grown to 1.10 Lakh

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Key Parameters
AUM(₹ Cr.) 1,004
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) 2.32
Benchmark Crisil Liquid Fund Index;NIFTY Equity Savings Index TRI
Fund Manager Sudhir Kedia
Exit 0.5% if redeemed within 7 days Nil if redeemed after 7 days
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
Reliance Industr Equity 9.54
Bharti Airtel Equity 9.06
GSEC2034 Govt. Securities 6.80
Infosys Equity 5.24
TREPS Reverse Repo 3.47
ICICI Bank Equity 3.37
Axis Bank Equity 3.02
HDFC Bank Equity 2.97
ITC Equity 2.70
LIC Housing Fin. Corporate Debts 2.47
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Sundaram Equity Savings Fund 1,003.54 9.92 12.68 15.18 8.79 03-Jun-2002 0.7913 1.66
DSP Equity Savings Fund 2,704.02 11.35 11.11 13.31 8.84 28-Mar-2016 0.9354 1.20
Mirae Asset Equity Savings Fund 1,402.45 10.99 12.42 14.71 11.39 17-Dec-2018 0.6888 1.74
Edelweiss Equity Savings Fund 598.11 10.38 11.59 11.89 8.93 13-Oct-2014 0.8976 1.23
Invesco India Equity Savings Fund 404.34 10.06 12.16 10.91 8.78 06-Mar-2019 0.618 1.75
SBI Equity Savings Fund 5,443.35 9.44 12.28 14.03 9.00 27-May-2015 0.6554 1.67
ICICI Pru Equity Savings Fund - Reg 13,046.47 9.37 8.99 11.25 7.98 05-Dec-2014 0.8618 0.69
Baroda BNP Paribas Equity Savings Fund 271.29 9.02 11.36 10.05 8.90 23-Jul-2019 0.6079 1.57
UTI-Equity Savings Fund 673.92 8.64 12.41 13.58 9.33 30-Aug-2018 0.9728 1.36
Aditya Birla SL Equity Savings Fund 629.34 8.60 9.72 11.21 7.69 28-Nov-2014 0.3929 1.27
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