Build your portfolio of top-class funds today.
Start systematic investing now!
Sundaram Equity Savings Fund - Growth 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 is ₹67.17.
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 fund’s expense ratio is 2.17%
The process for redemption is
The AUM of Sundaram Equity Savings Fund - Growth 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 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 Fund is Hybrid - Equity Savings.
Sudhir Kedia and Rohit Seksaria manage the Sundaram Equity Savings Fund - Growth Fund.
Sundaram Equity Savings Fund - Growth current PE ratio is 41.08 and PB ratio is 6.66
The asset allocation of Sundaram Equity Savings Fund - Growth is Stocks : 70.47%, Debt : 29.57% and Gold : 0%
The minimum SIP amount for Sundaram Equity Savings Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Equity Savings Fund - Growth is 0.50% on or before 7 days