Sundaram Equity Savings Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12% | 16.4% | 10.8% | 9.2% | ||||
| Category Average | 16.1% | 24% | 13.6% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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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
- Fund Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Equity Savings .
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- 140
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11.7%Fund Size - 140
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16.1%Fund Size - 140
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8.6%Fund Size - 140
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- Hybrid .
- Equity Savings .
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- 2,568
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11.3%Fund Size - 2,568
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14.9%Fund Size - 2,568
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9.4%Fund Size - 2,568
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- Hybrid .
- Equity Savings .
-
- 2,171
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11.6%Fund Size - 2,171
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13%Fund Size - 2,171
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9.6%Fund Size - 2,171
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- Hybrid .
- Equity Savings .
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- 456
-
10.7%Fund Size - 456
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12.3%Fund Size - 456
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7.8%Fund Size - 456
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- Hybrid .
- Equity Savings .
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- 253
-
10.8%Fund Size - 253
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11.8%Fund Size - 253
-
9.4%Fund Size - 253
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Equity Savings Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Equity Savings Fund 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 ?
How to redeem Sundaram Equity Savings Fund holding ?
What is the minimum sip amount of Sundaram Equity Savings Fund?
What are the top sectors Sundaram Equity Savings Fund has invested in??
- HDFC Bank - 8.32%
- ICICI Bank - 6.57%
- Infosys - 4.91%
- H D F C - 3.75%
- Tech Mahindra - 3.21%
How much returns have Sundaram Equity Savings Fund generated ?
What is the expense ratio of Sundaram Equity Savings Fund ?
What is the AUM of Sundaram Equity Savings Fund?
What are the top stock holdings of Sundaram Equity Savings Fund?
- HDFC Bank - 8.32%
- ICICI Bank - 6.57%
- Infosys - 4.91%
- H D F C - 3.75%
- Tech Mahindra - 3.21%