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Sundaram Equity Savings Fund(Ex) Direct Growth

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

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.9%9.4%9.4%
Category averageNA20.4%8.3%NA
Rank with in categoryNA2117NA
Understand terms

Holdings (55)

NameSectorInstrumentAssets
FMCGEquity6.9%
GOI
SovereignGOI Sec6.3%
FinancialEquity5.9%
EnergyEquity5.4%
FinancialEquity5.0%
TechnologyEquity4.4%
TechnologyEquity3.3%
FinancialDebenture3.2%
FinancialEquity2.8%
FMCGEquity2.7%
See All

Expense ratio, exit load and tax

Expense ratio: 0.78%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Nov 2018 - Present
View details
S Bharath
Nov 2018 - Present
View details
Rohit Seksaria
Jul 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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