Savings Boxes

Sundaram Equity Savings Fund Direct-Growth

NAV

₹77.0460

as on 22 Nov 2024, 11:20 PM

₹0.3627(0.47%)

Last Change

Scheme Information

Sundaram Equity Savings Fund Direct-Growth

as of 31 Oct 2024, 05:30 AM

₹989.56 Cr

0.61%

34.30%

Scheme Asset Size

Expense Ratio

Cash Holding

Fund Type

Open-End

Plan

Growth

Exit Load

Exit load of 0.5% if redeemed within 7 days.

Benchmark

NIFTY Equity Savings Total Return Index

Scheme Document

View

Sectors Holding in this Mutual Fund

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

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

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

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

Funds in this Category

View All

This fund's returns: 11.97%

HSBC Equity Savings Fund Direct-Growth

Min. Investment

₹500

13.67

Category Returns

6.79%

13.67%

3Y Returns

13.67 %

Kotak Equity Savings Fund Direct-Growth

Min. Investment

₹100

12.01

Category Returns

6.79%

13.67%

3Y Returns

12.01 %

Invesco India Equity Savings Fund Direct - Growth

Min. Investment

₹500

11.11

Category Returns

6.79%

13.67%

3Y Returns

11.11 %

About Sundaram Equity Savings Fund Direct-Growth

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.

Scheme Details

AUM:	₹989.56 Cr
Category:	Hybrid: Equity Savings
Launch Date:	Invalid date
Fund Type:	Open-End

AMC Information

Sundaram Mutual Fund

₹68,101.54 Cr

AUM

102

Schemes

Address

Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014

Phone Number

Phone : 1860-425-7237

Email / Website

http://www.sundarammutual.com

Investment Performance

₹ 1,00,000

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

Profit (absolute return)

₹40,409

40.41%

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%

Scheme Riskometer

Investors understand that their principal will be at moderately high risk