How are the returns of Sundaram Equity Savings Fund - Growth fund?

Sundaram Equity Savings Fund - Growth fund has delivered a CAGR of 1 year: 8.81%, 3 years: 10.31%, 5 years: 15.09%, and 9 years: 9.93%. However, its average rolling 1 year: 10.67%, 3 years: 9.23%, 5 years: 8.49%, and 9 years: 7.81%.

How much does Sundaram Equity Savings Fund - Growth Fund charge as expense ratio?

Sundaram Equity Savings Fund - Growth expense ratio is 2.20%

How can I redeem my investments in Sundaram Equity Savings Fund - Growth Fund?

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

What is the PE and PB ratio of Sundaram Equity Savings Fund - Growth Fund Direct Plan Growth?

Sundaram Equity Savings Fund - Growth current PE is 36.15 and PB ratio is 6.42

What is the minimum SIP amount of Sundaram Equity Savings Fund - Growth Fund?

The minimum SIP amount for this fund is Rs.100.00 and minimum lumpsum is Rs.100.00

Is there any Exit Load for Sundaram Equity Savings Fund - Growth Fund?

The exit load for this fund is 0.50% on or before 7 days

Sundaram Equity Savings Fund - Growth

Q: What is the AUM or size of Sundaram Equity Savings Fund - Growth Fund?

The AUM of Sundaram Equity Savings Fund - Growth is currently 976 Crores.

Q: What are the top stock holdings of Sundaram Equity Savings Fund - Growth Fund?

The Top 3 stocks are Reliance Industries, Bharti Airtel and Infosys and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 40% of fund’s portfolio respectively.

Q: What are the top sectors Sundaram Equity Savings Fund - Growthfund has invested in?

Top three sectors of funds are Others, BFSI and Oil & Gas accounting for 52% of the total portfolio.

Q: What is the category of Sundaram Equity Savings Fund - Growth Fund?

The category of Sundaram Equity Savings Fund - Growth is Hybrid - Equity Savings

NAV 68.24(0.53%)

Apr 17, 2025

Sundaram Equity Savings Fund - Growth

Portfolio Compare

Decision Maker
Portfolio Quality

AUM

₹976 Cr

Expense (%)

2.20

Turnover (%)

63.90

Decision Maker

1. Right Fund

Performance

Quality

2. Right Time

Benchmark

Debt Fund
8%

Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

Right Allocation advice is provided under Omega

Fund Review

3Yr Rolling Returns(%)

Benchmark# : NIFTY 50

Rolling: 1Y 3Y 5Y 9Y

CAGR ⓘ

	9 Year	5 Year	3 Year	1 Year
Benchmark# BM# Returns(%)	13.15	22.29	10.43	5.34
Fund Returns(%)	9.93	15.09	10.31	8.81
Implied Investor Returns(%) IR	9.58	10.44	10.42	6.16

Benchmark# is NIFTY 50

Sundaram Equity Savings Fund(G) Review : 20 Apr 2025

Sundaram Equity Savings Fund(G) is a Hybrid - Equity Savings with an 976(Cr) AUM. It is Open Ended scheme launched on 23 May 2002. Currently, Sudhir Kedia and Rohit Seksaria as the fund managers managing the fund. Benchmark of the scheme is NIFTY 50 Equity Savings Index.

1. How has the Sundaram Equity Savings Fund(G) Performed in the past? 9

On a 3-year rolling returns basis It has not outperformed the Benchmark consistently..
The fund has delivered a 3, 5 and 9 year average rolling returns of 9.23%, 8.49%, and 7.81% with a standard deviation of 3.18%, 2.18%, and 1.22% respectively.
It has demonstrated CAGR of 10.31%, 15.09%, and 9.93% over 3, 5 and 9 years.
The Average 3, 5 and 9 year rolling Alpha is -3.17%, -3.16%, and -2.8%.
For last 5 years, Investors have earned less returns than the Fund. This may indicate that Investors in the fund were not aligned to the investing process followed by the fund.

2. How is the Quality of Sundaram Equity Savings Fund(G)? Q

Fund's Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.

Portfolio Composition

The fund is 70% in equity and hold 62 number of stocks. The Top 3 stocks are Infosys, Bharti Airtel and Reliance Industries and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 40% of fund’s portfolio respectively. Top three sectors of funds are Others, BFSI and Oil & Gas accounting for 52% of the total portfolio.

3. Should you SIP in Sundaram Equity Savings Fund(G)? 9 Q

You should look for a fund with better more consistent performance track record.
Fund's returns likely to be fairly different than its benchmark NIFTY 50 , as Fund’s portfolio is somewhat different.
You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.
Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

4. What are the Risks in the Sundaram Equity Savings Fund(G)?

Sundaram Equity Savings Fund(G) is likely to fall lesser than the market. It is likely to do well in a falling market but not in a rising market.
The Fund has fallen harder, but not recovered faster than its Benchmark.

Underlying Asset Quality & Valuation

Underlying Asset Quality Valuation(%) ⓘ

Underlying Asset Valuation (%) ⓘ

Peer Comparison on returns

Upside and Downside Capture Ratio ⓘ

	1 Year	3 Year	5 Year	9 Year
Upside %	59	55	52	48
Downside %	65	54	53	24

Statistical Measure*

	Mean	Std Dev	Sharpe	Sortino	Beta	Alpha
Fund	0.03%	0.09	0.18	0.40	1.16	-0.14%
Benchmark#	0.04%	0.38	0.06	0.08	1.16	-

*Based on daily returns for past 1 year.

Mean and Standard Deviation

	Average Rolling Return				Standard Deviation
	1 Year	3 Year	5 Year	9 Year	1 Year	3 Year	5 Year	9 Year
Fund	10.67	9.23	8.49	7.81	8.00	3.18	2.18	1.22
Benchmark#	14.06	12.39	11.65	10.61	16.87	4.86	3.44	2.76

Drawdown and Recovery Period ⓘ

No Data Found

Top 10 Holdings

Company (Q)	Sector	% Assets
Reliance Industries Ltd	Oil & Gas	8.9
Bharti Airtel Ltd	Telecom	8.66
7.10% Central Government Securities 08/04/2034*		6.88
Infosys Ltd	IT	5.64
ICICI Bank Ltd	BFSI	3.28
HDFC Bank Ltd	BFSI	2.9
TREPS	Miscellaneous	2.81
Maruti Suzuki India Ltd	Auto	2.75
LIC Housing Finance Ltd - 6.65% - 15/02/2027**		2.53
364 Days - T Bill - 18/12/2025		2.45

Fund Overview Sundaram Equity Savings Fund - Growth

Launch Date	23 May 2002
Benchmark	NIFTY 50 Equity Savings Index
Performance comparison Benchmark#	NIFTY 50
Riskometer	Moderate
Turnover	63.90%
Type	Open ended scheme
Return Since Launch	8.71%
Min. Investment	100.00
Min. Additional investment Min. Add. inv.	100.00
Min. SIP	100.00
Min. Cheques	6
Min. Withdrawal	500.00
Exit Load	0.50%
Remark	0.50% on or before 7D

Portfolio Compare

FAQ : Sundaram Equity Savings Fund - Growth

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

	1 Year	3 Year	5 Year	9 Year
CAGR(%)	8.81	10.31	15.09	9.93
Average Rolling Returns(%)	10.67	9.23	8.49	7.81

The Current NAV of Sundaram Equity Savings Fund - Growth is ₹68.24.

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 2.20%

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 is currently ₹976 Crores.

The Top three stocks are Reliance Industries, Bharti Airtel and Infosys and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 40% of fund’s portfolio respectively.

Top three sectors of Sundaram Equity Savings Fund - Growth fund are Others, BFSI and Oil & Gas accounting for 52% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 36.15 and PB ratio is 6.42

The asset allocation of Sundaram Equity Savings Fund - Growth is Stocks : 69.69%, Debt : 30.29% 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

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MoneyWorks4Me method for rating and ranking mutual funds for SIP

MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com

MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:

Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10 years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange (between 8 and 14) and Red (less than 8 out of 20).

Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.

With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.

Here is the summary:

The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.

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*Color code for outperformance consistency

*Number is average 3 year rolling returns

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