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Sundaram Mutual Fund

Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment

NAV
returns change indicator
24.4730
as on 20 Dec 2024, 10:51 PM
-0.1063(0.43%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,37,600
star
1,44,767
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
44,767
Profit (absolute return)
44.77%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
0.98%
In the last 6 months
4.71%
In the last 1 year
15.71%
In the last 3 years
44.77%
In the last 5 years
79.25%
In the last 10 years
158.39%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment
Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment
as of 30 Nov 2024, 05:30 AM
1,004.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 0.5% if redeemed within 7 days.
0.61%
Expense Ratio
Plan
Dividend
36.29%
Cash Holding
Benchmark
NIFTY Equity Savings Total Return Index
Scheme Document
Benchmark
NIFTY Equity Savings Total Return Index
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
Financial
10.85%
108.97 Cr
Services
5.22%
52.44 Cr
Capital Goods
3.45%
34.71 Cr
Healthcare
3.36%
33.80 Cr
Automobile
2.66%
26.71 Cr
Others
74.46%
748.15 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 30 Nov 2024
Sort By
GOI
4.15%
41.70 Cr
Reserve Bank of India
2.87%
28.84 Cr
HDFC Bank Ltd.
2.45%
24.62 Cr
National Bank For Agriculture & Rural Development
2.37%
23.81 Cr
Others
88.16%
885.80 Cr
View All
View All

About Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment

Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹1,004.76 Crores and the latest NAV decalared is ₹24.473 as on 23 Dec 2024 at 3:13 pm.
Sundaram Equity Savings Fund Direct-IDCW Quarterly Reinvestment scheme return performance in last 1 year is 15.71%, in last 3 years is 44.77% and 224.12% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,004.76 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
68,611.98 Cr
AUM
102
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237