Sundaram Equity Savings Fund(Ex) Direct IDCW

Hybrid
Equity Savings
Moderate Risk
Payout
9.43%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
All
NAV: 31 Dec 2021₹13.18
Min. SIP amountNot Supported
Rating3
Fund size₹157.58Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.9%9.4%9.4%
Category averageNA1.5%8.3%NA
Rank with in categoryNA2117NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
Hindustan Unilever Ltd.FMCGEquity6.9%
GOI
SovereignGOI Sec6.3%
Housing Development Finance Corpn. Ltd.FinancialEquity5.9%
Reliance Industries Ltd.EnergyEquity5.4%
ICICI Bank Ltd.FinancialEquity5.0%
Tech Mahindra Ltd.TechnologyEquity4.4%
Infosys Ltd.TechnologyEquity3.3%
REC Ltd.FinancialDebenture3.2%
HDFC Bank Ltd.FinancialEquity2.8%
ITC Ltd.FMCGEquity2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

For units in excess of 25% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Nov 2018 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

S Bharath
Nov 2018 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Rohit Seksaria
Jul 2020 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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