Mutual Fund Details

Sundaram Equity Savings Fund Direct-Growth

Hybrid Equity Savings

NAV

₹77.0460

as on 22 Nov 2024, 11:20 PM

₹0.3627(0.47%)

Last Change

Scheme Ratings

Equity Savings

3Y Returns

Equity Savings

Rankings based on 3Y Returns | as on 18 Nov 2024

HSBC Equity Savings Fund Direct-Growth

13.67%

Kotak Equity Savings Fund Direct-Growth

12.01%

Sundaram Equity Savings Fund Direct-Growth

11.97%

UTI Equity Savings Fund Direct - Growth

10.53%

Invesco India Equity Savings Fund Direct - Growth

10.62%

Videos: for Sundaram Mutual Fund

Principal Equity saving fund

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,33,449

₹1,40,409

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹40,409

Profit (absolute return)

40.41%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

0.30%

In the last 6 months

6.37%

In the last 1 year

17.06%

In the last 3 years

40.41%

In the last 5 years

79.22%

In the last 10 years

156.40%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at moderately high risk

Scheme Information

Sundaram Equity Savings Fund Direct-Growth

as of 31 Oct 2024, 05:30 AM

₹989.56 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

Growth

34.30%

Cash Holding

Benchmark

NIFTY Equity Savings Total Return Index

Scheme Document

View

Benchmark

NIFTY Equity Savings Total Return Index

Exit Load

Exit load of 0.5% if redeemed within 7 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Cash Holding

34.30%

₹339.41 Cr

Financial

10.94%

₹108.29 Cr

Services

5.39%

₹53.30 Cr

Healthcare

3.61%

₹35.77 Cr

Capital Goods

3.49%

₹34.50 Cr

Others

42.27%

₹418.29 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Cash Holding

34.30%

₹339.41 Cr

Financial

10.94%

₹108.29 Cr

Services

5.39%

₹53.30 Cr

Healthcare

3.61%

₹35.77 Cr

Capital Goods

3.49%

₹34.50 Cr

Others

42.27%

₹418.29 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

GOI

4.15%

₹41.07 Cr

Reserve Bank of India

2.87%

₹28.40 Cr

HDFC Bank Ltd.

2.45%

₹24.24 Cr

National Bank For Agriculture & Rural Development

2.37%

₹23.45 Cr

Others

88.16%

₹872.39 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

GOI

4.15%

₹41.07 Cr

Reserve Bank of India

2.87%

₹28.40 Cr

HDFC Bank Ltd.

2.45%

₹24.24 Cr

National Bank For Agriculture & Rural Development

2.37%

₹23.45 Cr

Others

88.16%

₹872.39 Cr

View All

Funds in this Category

This fund's returns:

11.97%

Return Duration

3 Years

HSBC Equity Savings Fund Direct-Growth

Kotak Equity Savings Fund Direct-Growth

Invesco India Equity Savings Fund Direct - Growth

About Sundaram Equity Savings Fund Direct-Growth

Sundaram Equity Savings Fund Direct-Growth is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹989.56 Crores and the latest NAV decalared is ₹77.046 as on 23 Nov 2024 at 1:45 pm.

Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 17.06%, in last 3 years is 40.41% and 217.48% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.