Sundaram Equity Savings Fund Direct Growth - Latest NAV[56.18], MF Performance & Returns 2022

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Sundaram Equity Savings Fund Direct Growth
Hybrid
Equity Savings
High Risk
14.96%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 14 Jan 2022₹56.18
Min. SIP amountNA
Rating5
Fund size₹301.11Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns19.8%15.0%12.2%9.7%
Category average20.4%8.3%8.2%NA
Rank with in category131NA
Understand terms
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Hybrid Equity Savings
Pros
3Y and 5Y annualised returns higher than category average
Exit load is zero
Lower expense ratio: 0.85%
Consistently top ranked fund
Cons
Lower AUM: 124Cr.
Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 1.28%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.85%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementGurvinder Singh Wasan
May 2019 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
Sundaram Short Duration Fund Growth
Sundaram Short Duration Fund IDCW Monthly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Corporate Bond Fund IDCW Monthly
Principal Corporate Bond Fund IDCW Quarterly
Principal Corporate Bond Fund Growth
Principal Credit Risk Fund Growth
Principal Credit Risk Fund IDCW Monthly
Principal Credit Risk Fund Direct IDCW Monthly
Principal Credit Risk Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct IDCW Monthly
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Principal Corporate Bond Fund Direct IDCW Monthly
Principal Corporate Bond Fund Direct Growth
Sudhir Kedia
Oct 2019 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Sundaram Tax Savings Fund
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Mirae Asset Hybrid Equity Fund Direct Growth
Mirae Asset Hybrid Equity Fund Direct IDCW
Mirae Asset Hybrid Equity Fund Regular Growth
Mirae Asset Hybrid Equity Fund Regular IDCW
Sundaram Tax Savings Direct IDCW Half Yearly
Sundaram Tax Savings Regular IDCW Half Yearly
Mirae Asset Equity Savings Fund Direct Growth
Mirae Asset Equity Savings Fund Direct IDCW
Mirae Asset Equity Savings Fund Regular Growth
Mirae Asset Equity Savings Fund Regular IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
Principal Large Cap Fund Regular Growth
Principal Large Cap Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹32,095.30Cr
Date of Incorporation26 Feb 1996
 Sundaram Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to 
 Sundaram Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. P V K Mohan, Pankaj Jain is the Current Fund Manager of Sundaram Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 14 Jan 2022 is ₹56.18.
The Sundaram Equity Savings Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500.
...Read more
Investment Objective
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and in
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
...Read more
Fund benchmarkNIFTY Equity Savings TRI
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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Sundaram Equity Savings Fund Direct Growth
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FAQsHow to Invest in Sundaram Equity Savings Fund Direct Growth
You can easily invest in Sundaram Equity Savings Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for Sundaram Equity Savings Fund Direct Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in Sundaram Equity Savings Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Equity Savings Fund Direct Growth provide?
The Sundaram Equity Savings Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this
fund is 19.78% since its inception.
How much expense ratio is charged by Sundaram Equity Savings Fund Direct Growth?
The term Expense Ratio used for Sundaram Equity Savings Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of Sundaram Equity Savings Fund Direct Growth is 0.85% as of 16 Jan 2022...
What is the AUM of Sundaram Equity Savings Fund Direct Growth?
The AUM, short for Assets Under Management of Sundaram Equity Savings Fund Direct Growth is ₹301.11Cr as of 16 Jan 2022.
How to Redeem Sundaram Equity Savings Fund Direct Growth?
If you want to sell your Sundaram Equity Savings Fund Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Equity Savings Fund Direct Growth?
You can select either SIP  or Lumpsum  investment of Sundaram Equity Savings Fund Direct Growth based on your investment objective and risk tolerance.
What is the NAV of Sundaram Equity Savings Fund Direct Growth?
The NAV of Sundaram Equity Savings Fund Direct Growth is ₹56.18 as of 14 Jan 2022.
What is the PE and PB ratio of Sundaram Equity Savings Fund Direct Growth?
The PE ratio ratio of Sundaram Equity Savings Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

	1Y	3Y	5Y	All
Fund returns	19.8%	15.0%	12.2%	9.7%
Category average	20.4%	8.3%	8.2%	NA
Rank with in category	1	3	1	NA

Rank (total assets)	#17 in India
Total AUM	₹32,095.30Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Equity Savings TRI

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
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Rating	5
Fund size	₹301.11Cr