Sundaram Equity Savings Fund – Direct Growth

Hybrid . Equity Savings
 . 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 500 ₹ 100 0.65 % 4★ ₹ - 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size Fund Age
₹ 500 ₹ 100 0.65 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹ 0.65 Cr 10 Years
Rating Fund Size Fund Age

Scheme Performance

Returns and Ranks ( as on April 28.2022 )
1 Month1M 1 Year1Y 3 Years3Y 5 Years5Y
Trailing Returns 9.30% 13.82% 10.33% 9.13%
Category Average 0.79% 9.16% 14.62% -

Scheme Allocation

Holding
Sector
Asset
TREPS
8.12%
HDFC Bank
7.75%
Margin Money For Derivatives
6.05%
ICICI Bank
5.83%
Infosys
4.66%
Others
67.58%
Debt
27.03%
Banks
19.17%
Finance
7.28%
Others
6.7%
Automobiles
3.42%
Others
36.4%
Equity
73.26%
Reverse Repos
8.12%
Derivatives
6.05%
Govt Securities / Sovereign
5.36%
T-Bills
5.16%
Others
2.04%

Exit Load & Tax Implication

Exit Load Nil

Advance Ratio

0.01 0.47 0.38 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,954 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

The NAV of Sundaram Equity Savings Fund – Direct Growth is ₹56.18 as of 10 August 2022.