Sundaram Equity Savings Fund - Growth - Direct Plan

NAV 77.45(0.35%)
Jan 31, 2025
Sundaram Equity Savings Fund - Growth - Direct Plan
AUM
₹1,051 Cr
Expense (%)
0.60
Turnover (%)
63.90
Benchmark
NIFTY 50 Equity Savings Index
Asset Quality
Large, Green
Differs from benchmark (%)
57.23

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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FAQ : Sundaram Equity Savings Fund - Growth - Direct Plan

Sundaram Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 12.64 10.59 12.88 10.08
Average Rolling Returns(%) 10.73 9.22 8.42 7.77

The Current NAV of Sundaram Equity Savings Fund - Growth - Direct Plan is ₹77.45.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Sundaram Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.60%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Equity Savings Fund - Growth - Direct Plan is currently ₹1,051 Crores.

The Top three stocks are Reliance Industries, Bharti Airtel and Axis Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 35% of fund’s portfolio respectively.

Top three sectors of Sundaram Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Oil & Gas accounting for 54% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.

Sudhir Kedia and Rohit Seksaria manage the Sundaram Equity Savings Fund - Growth - Direct Plan Fund.

Sundaram Equity Savings Fund - Growth - Direct Plan current PE ratio is 41.08 and PB ratio is 6.66

The asset allocation of Sundaram Equity Savings Fund - Growth - Direct Plan is Stocks : 70.47%, Debt : 29.57% and Gold : 0%

The minimum SIP amount for Sundaram Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Equity Savings Fund - Growth - Direct Plan is 0.50% on or before 7 days

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