Sundaram Equity Savings Fund

Hybrid · Equity Savings
 · ★★★★
500
Min SIP
100
Min Lumpsum
0.64 %
Expense Ratio
★★★★
Rating
422
Fund Size (in Cr)
10 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
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Scheme Performance

Returns and Ranks ( as on 07 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12% 16.4% 10.8% 9.2%
Category Average 16.1% 24% 13.6% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
8.32%
ICICI Bank
6.57%
Infosys
4.91%
H D F C
3.75%
Tech Mahindra
3.21%
Others
73.24%
Debt
27.63%
Banks
24.51%
IT-Software
10.44%
Finance
7.13%
Automobiles
3.92%
Others
26.36%
Equity
70.82%
Reverse Repos
14.5%
T-Bills
7.03%
Govt Securities / Sovereign
4.81%
Derivatives
1.52%
Others
1.33%

Advance Ratio

0.55
Alpha
1.83
SD
0.38
Beta
0.7
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:
39,953 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

How to invest in Sundaram Equity Savings Fund ?

You can invest in Sundaram Equity Savings Fund 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 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 ?

The NAV of Sundaram Equity Savings Fund is ₹60.7 as of 07 June 2023.

How to redeem Sundaram Equity Savings Fund 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?

The minimum SIP amount of Sundaram Equity Savings Fund is ₹500

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

The top sectors Sundaram Equity Savings Fund has invested in are
  1. HDFC Bank - 8.32%
  2. ICICI Bank - 6.57%
  3. Infosys - 4.91%
  4. H D F C - 3.75%
  5. Tech Mahindra - 3.21%

How much returns have Sundaram Equity Savings Fund generated ?

The Sundaram Equity Savings Fund has delivered 9.2% since inception

What is the expense ratio of Sundaram Equity Savings Fund ?

The expense ratio of Sundaram Equity Savings Fund is 0.64 % as of 07 June 2023.

What is the AUM of Sundaram Equity Savings Fund?

The AUM of Sundaram Equity Savings Fund is ₹39,953 Cr as of 07 June 2023

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

The top stock holdings of Sundaram Equity Savings Fund are
  1. HDFC Bank - 8.32%
  2. ICICI Bank - 6.57%
  3. Infosys - 4.91%
  4. H D F C - 3.75%
  5. Tech Mahindra - 3.21%
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