Sundaram Equity Savings Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.62 %
Expense Ratio
Rating
538
Fund Size (in Cr)
12 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--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.6% | 15.5% | 11.5% | 9.5% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.63
Alpha
1.78
SD
0.38
Beta
0.71
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
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Equity Savings .
-
- 85
-
7.5%Fund Size - 85
-
9.3%Fund Size - 85
-
7.5%Fund Size - 85
-
- Hybrid .
- Equity Savings .
-
- 2,844
-
9.7%Fund Size - 2,844
-
14.1%Fund Size - 2,844
-
9.6%Fund Size - 2,844
-
- Hybrid .
- Equity Savings .
-
- 160
-
10.5%Fund Size - 160
-
13.4%Fund Size - 160
-
8.7%Fund Size - 160
-
- Hybrid .
- Equity Savings .
-
- 2,730
-
11.1%Fund Size - 2,730
-
12.1%Fund Size - 2,730
-
9.6%Fund Size - 2,730
-
- Hybrid .
- Equity Savings .
-
- 465
-
8.5%Fund Size - 465
-
11.3%Fund Size - 465
-
7.7%Fund Size - 465
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
More Funds from Sundaram Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 116
-
28.9%Fund Size - 116
-
39.3%Fund Size - 116
-
17.7%Fund Size - 116
-
- Equity .
- Small Cap .
-
- 45
-
10.6%Fund Size - 45
-
36.1%Fund Size - 45
-
-Fund Size - 45
-
- Equity .
- Small Cap .
-
- 159
-
11.4%Fund Size - 159
-
33.3%Fund Size - 159
-
-Fund Size - 159
-
- Equity .
- Small Cap .
-
- 136
-
28.9%Fund Size - 136
-
39.3%Fund Size - 136
-
17.7%Fund Size - 136
-
- Equity .
- Small Cap .
-
- 212
-
28.9%Fund Size - 212
-
39.3%Fund Size - 212
-
17.7%Fund Size - 212
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Sundaram Equity Savings Fund – Direct Growth ?
You can invest in Sundaram Equity Savings Fund – Direct Growth 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 – Direct Growth 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 – Direct Growth ?
The NAV of Sundaram Equity Savings Fund – Direct Growth is ₹63.5 as of 18 August 2023.
How to redeem Sundaram Equity Savings Fund – Direct Growth 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 – Direct Growth?
The minimum SIP amount of Sundaram Equity Savings Fund – Direct Growth is ₹100
What are the top sectors Sundaram Equity Savings Fund – Direct Growth has invested in?
The top sectors Sundaram Equity Savings Fund – Direct Growth has invested in are
- Banks - 23.22%
- Debt - 22.26%
- IT-Software - 9.51%
- Automobiles - 6.16%
- Pharmaceuticals & Biotech - 5.94%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Equity Savings Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Equity Savings Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Equity Savings Fund – Direct Growth generated ?
The Sundaram Equity Savings Fund – Direct Growth has delivered 9.5% since inception
What is the expense ratio of Sundaram Equity Savings Fund – Direct Growth ?
The expense ratio of Sundaram Equity Savings Fund – Direct Growth is 0.62 % as of 18 August 2023.
What is the AUM of Sundaram Equity Savings Fund – Direct Growth?
The AUM of Sundaram Equity Savings Fund – Direct Growth is ₹45,611 Cr as of 18 August 2023
What are the top stock holdings of Sundaram Equity Savings Fund – Direct Growth?
The top stock holdings of Sundaram Equity Savings Fund – Direct Growth are
- HDFC Bank - 8.61%
- ICICI Bank - 5.61%
- Infosys - 4.18%
- Hind. Unilever - 3.42%
- St Bk of India - 3.38%
How can I redeem my investments in Sundaram Equity Savings Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Equity Savings Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.