Sundaram Equity Savings Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 20.81 | 12.99 | 12.07 | 9.47 |
Average Rolling Returns(%) | 10.12 | 8.85 | 7.85 | 7.59 |
The Current NAV of Sundaram Equity Savings Fund - Growth is ₹63.53.
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 ₹816 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Indusind Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 36% of fund’s portfolio respectively.
Top three sectors of Sundaram Equity Savings Fund - Growth fund are BFSI, Others and Miscellaneous 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 36.36 and PB ratio is 5.96
The asset allocation of Sundaram Equity Savings Fund - Growth is Stocks : 72.46%, Debt : 23.18% and Gold : 4.32%
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 NIL