Sundaram Equity Savings Fund – Direct Growth

Hybrid · Equity Savings
 · ★★★
100
Min SIP
100
Min Lumpsum
0.47 %
Expense Ratio
★★★
Rating
716
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 21.5% 13.7% 13.6% 10%
Category Average 24.3% 15.1% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
7.7%
5.18%
4.29%
3.71%
Others
71.94%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.7%
Reliance Industr Refineries Equity 7.18%
ICICI Bank Banks Equity 5.18%
Infosys IT - Software Equity 4.29%
Axis Bank Banks Equity 3.71%
Tata Motors Automobile Equity 2.64%
Hind. Unilever FMCG Equity 2.18%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.06%
Bajaj Finance Finance Equity 1.82%
IndusInd Bank Banks Equity 1.78%
TD Power Systems Capital Goods - Electrical Equipment Equity 1.58%
Tata Motors-DVR Automobile Equity 1.57%
Sun Pharma.Inds. Pharmaceuticals Equity 1.51%
Maruti Suzuki Automobile Equity 1.48%
Multi Comm. Exc. Miscellaneous Equity 1.43%
St Bk of India Banks Equity 1.4%
NIIT Learning IT - Software Equity 1.32%
Dr Reddy's Labs Pharmaceuticals Equity 1.28%
Tech Mahindra IT - Software Equity 1.27%
Johnson Con. Hit Consumer Durables Equity 1.15%
ICRA Credit Rating Agencies Equity 1%
H P C L Refineries Equity 1%
Tata Steel Steel Equity 0.92%
Federal Bank Banks Equity 0.91%
Mankind Pharma Pharmaceuticals Equity 0.88%
United Breweries Alcoholic Beverages Equity 0.86%
Force Motors Automobile Equity 0.83%
Cholaman.Inv.&Fn Finance Equity 0.79%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.73%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.72%
UltraTech Cem. Cement Equity 0.71%
Aurobindo Pharma Pharmaceuticals Equity 0.71%
Interglobe Aviat Air Transport Service Equity 0.7%
Bank of Baroda Banks Equity 0.65%
Canara Bank Banks Equity 0.64%
Titan Company Diamond, Gems and Jewellery Equity 0.62%
Sterling & Wils. Engineering Equity 0.59%
Cipla Pharmaceuticals Equity 0.57%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.56%
Alkem Lab Pharmaceuticals Equity 0.56%
Tata Technolog. IT - Software Equity 0.54%
Dalmia BharatLtd Cement Equity 0.51%
Clean Science Chemicals Equity 0.42%
C.E. Info System IT - Software Equity 0.38%
Metro Brands Leather Equity 0.33%
TCS IT - Software Equity 0.31%
ACC Cement Equity 0.31%
ITC Tobacco Products Equity 0.31%
United Spirits Alcoholic Beverages Equity 0.28%
Ashok Leyland Automobile Equity 0.26%
NTPC Power Generation & Distribution Equity 0.25%
A B B Capital Goods - Electrical Equipment Equity 0.25%
JSW Steel Steel Equity 0.22%
Doms Industries Printing & Stationery Equity 0.19%
Jio Financial Finance Equity 0.12%
Ambuja Cements Cement Equity 0.07%
Asian Paints Paints/Varnish Equity 0.05%
BEML Land Assets Construction Equity 0.02%
Debt
26.48%
Banks
21.96%
Petroleum Products
8.18%
Automobiles
6.52%
IT-Software
6.25%
Others
30.61%
View all Sectors
Sectors Asset
Debt 26.48%
Banks 21.96%
Petroleum Products 8.18%
Automobiles 6.52%
IT-Software 6.25%
Pharmaceuticals & Biotech 5.51%
Finance 2.76%
Construction 2.65%
Electrical Equipments 2.56%
Diversified FMCG 2.49%
Capital Markets 2.43%
Consumer Durables 2.16%
Cement & Cement Products 1.59%
Other Consumer Services 1.32%
Others 1.3%
Retailing 1.28%
Ferrous Metals 1.14%
Beverages 1.14%
Transport Services 0.7%
IT-Services 0.54%
Chemicals & Petrochemical 0.42%
Agricultural, Commercial 0.26%
Power 0.25%
Household Products 0.19%
Cash & Others -0.08%
Equity
72.3%
Reverse Repos
10.33%
Corporate Debentures
6.31%
Govt Securities / Sovereign
4.99%
T-Bills
4.85%
Others
1.23%
View all Assets
Assets Asset
Equity 72.3%
Reverse Repos 10.33%
Corporate Debentures 6.31%
Govt Securities / Sovereign 4.99%
T-Bills 4.85%
Derivatives 1.3%
Net Curr Ass/Net Receivables -0.08%

Advance Ratio

3.47
Alpha
1.67
SD
0.38
Beta
1.17
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.

Fund Managers

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Equity Savings Fund – Direct Growth ?

You can invest in Sundaram Equity Savings Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Equity Savings Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Equity Savings Fund – Direct Growth ?

The NAV of Sundaram Equity Savings Fund – Direct Growth is ₹70 as of 23 February 2024.

How to redeem Sundaram Equity Savings Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Equity Savings Fund – Direct Growth?

The minimum SIP amount of Sundaram Equity Savings Fund – Direct Growth is ₹100

What are the top sectors Sundaram Equity Savings Fund – Direct Growth has invested in?

The top sectors Sundaram Equity Savings Fund – Direct Growth has invested in are
  1. Debt - 26.48%
  2. Banks - 21.96%
  3. Petroleum Products - 8.18%
  4. Automobiles - 6.52%
  5. IT-Software - 6.25%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Equity Savings Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Equity Savings Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Equity Savings Fund – Direct Growth generated ?

The Sundaram Equity Savings Fund – Direct Growth has delivered 10% since inception

What is the expense ratio of Sundaram Equity Savings Fund – Direct Growth ?

The expense ratio of Sundaram Equity Savings Fund – Direct Growth is 0.47 % as of 23 February 2024.

What is the AUM of Sundaram Equity Savings Fund – Direct Growth?

The AUM of Sundaram Equity Savings Fund – Direct Growth is ₹49,195 Cr as of 23 February 2024

What are the top stock holdings of Sundaram Equity Savings Fund – Direct Growth?

The top stock holdings of Sundaram Equity Savings Fund – Direct Growth are
  1. HDFC Bank - 7.7%
  2. Reliance Industr - 7.18%
  3. ICICI Bank - 5.18%
  4. Infosys - 4.29%
  5. Axis Bank - 3.71%

How can I redeem my investments in Sundaram Equity Savings Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now