Sundaram Equity Savings Fund Direct Growth
Moderate Risk
Hybrid
NAV as of Dec 31, 2021
₹13.18
0.33%1D Change
Returns since inception
9.43%p.a.
Moderate Risk
Hybrid
NAV as of Dec 31, 2021
₹13.18
0.33%1D Change
Returns since inception
9.43%p.a.
Sundaram Equity Savings Fund Direct Growth
Moderate Risk|Hybrid
NAV as of Dec 31, 2021
₹13.18
0.33%1D
Returns since inception
9.43%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.78%
- Exit Load1% within 365 days
- AUM (Fund size)₹157.58 Crore
- Lock-in periodNo Lock-in
- Age6 yrs since Dec 07, 2018
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskModerate
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Cash Offset For Derivatives | 33.24% |
| Margin Money For Derivatives | 10.64% |
| Hindustan Unilever Ltd | 6.85% |
| 5.22% Govt Stock 2025 | 6.33% |
| Future on Hindustan Unilever Ltd | 6.29% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Equity Savings ... | ₹ 639 Cr | ₹27.88 | 0.08% | Moderate |
| Mirae Asset Equity Saving... | ₹ 1,442 Cr | ₹21.77 | -0.07% | Moderately High risk |
| DSP Equity Savings Fund D... | ₹ 678 Cr | ₹19.81 | 0.35% | Moderately High risk |
| ICICI Prudential Equity S... | ₹ 13,555 Cr | ₹24.19 | 0.00% | Moderate |
NAV History - SUNDARAM EQUITY SAVINGS FUND Direct Plan - Growth
FUND | SUNDARAM EQUITY SAVINGS FUND Direct Plan - Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹13.18 |
| Class | Hybrid | Equity Savings |
| Inception Date | Dec 07, 2018 |
| Fund Manager | Dwijendra Srivastava, S. Bharath, Rohit Seksaria |
FUND | SUNDARAM EQUITY SAVINGS FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM EQUITY SAVI... | 0.67% | 0.69% | 0.17% | 4.19% | 9.92% | 9.44% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
6,553 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
