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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Equity Savings Fund Direct IDCW Half Yearly

Sundaram Equity Savings Fund Direct IDCW Half Yearly

Hybrid
Equity Savings
Moderate Risk
Payout
9.08%
3Y annualised
+0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 May 2022₹13.78
Min. SIP amountNA
Rating5
Fund size₹333.79Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%9.1%8.1%8.0%
Category average20.4%8.3%8.2%NA
Rank with in category698NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
Asian Paints Ltd.ChemicalsEquity4.4%
GOI
SovereignGOI Sec4.4%
Tech Mahindra Ltd.TechnologyEquity4.3%
Ashok Leyland Ltd.AutomobileEquity3.9%
ICICI Bank Ltd.FinancialEquity3.8%
Hindustan Unilever Ltd.Consumer StaplesEquity3.0%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
Axis Bank Ltd.FinancialEquity2.8%
Infosys Ltd.TechnologyEquity2.7%
HDFC Bank Ltd.FinancialEquity2.3%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

3Y and 5Y annualised returns higher than category average
Exit load is zero
Lower expense ratio: 0.65%

Cons

Lower AUM: 333Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 7.85%

Expense ratio, exit load and tax

Expense ratio: 0.65%

Inclusive of GST

Exit load

Nil

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
Jan 2022 - 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

Sudhir Kedia
Jan 2022 - 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

Rohit Seksaria
Jan 2022 - 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
Amc Image
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,

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FAQs

How to Invest in Sundaram Equity Savings Fund Direct IDCW Half Yearly?

You can easily invest in Sundaram Equity Savings Fund Direct IDCW Half Yearly 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 IDCW Half Yearly 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 IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Equity Savings Fund Direct IDCW Half Yearly provide?

The Sundaram Equity Savings Fund Direct IDCW Half Yearly has been there from 02 Jan 2013 and the average annual returns provided by this fund is 7.89% since its inception.

How much expense ratio is charged by Sundaram Equity Savings Fund Direct IDCW Half Yearly?

The term Expense Ratio used for Sundaram Equity Savings Fund Direct IDCW Half Yearly 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 IDCW Half Yearly is 0.65% as of 22 May 2022...

What is the AUM of Sundaram Equity Savings Fund Direct IDCW Half Yearly?

The AUM, short for Assets Under Management of Sundaram Equity Savings Fund Direct IDCW Half Yearly is ₹333.79Cr as of 22 May 2022.

How to Redeem Sundaram Equity Savings Fund Direct IDCW Half Yearly?

If you want to sell your Sundaram Equity Savings Fund Direct IDCW Half Yearly 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 IDCW Half Yearly?

You can select either SIP or Lumpsum investment of Sundaram Equity Savings Fund Direct IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of Sundaram Equity Savings Fund Direct IDCW Half Yearly?

The NAV of Sundaram Equity Savings Fund Direct IDCW Half Yearly is ₹13.78 as of 20 May 2022.

What is the PE and PB ratio of Sundaram Equity Savings Fund Direct IDCW Half Yearly?

The PE ratio ratio of Sundaram Equity Savings Fund Direct IDCW Half Yearly 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).

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