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

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
Amc Image
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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FAQs

How to Invest in Sundaram Equity Savings Fund(Ex) Direct Growth?

You can easily invest in Sundaram Equity Savings Fund(Ex) 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(Ex) 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(Ex) Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Equity Savings Fund(Ex) Direct Growth provide?

The Sundaram Equity Savings Fund(Ex) Direct Growth has been there from 07 Dec 2018 and the average annual returns provided by this fund is 9.92% since its inception.

How much expense ratio is charged by Sundaram Equity Savings Fund(Ex) Direct Growth?

The term Expense Ratio used for Sundaram Equity Savings Fund(Ex) 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(Ex) Direct Growth is 0.85% as of 20 May 2022...

What is the AUM of Sundaram Equity Savings Fund(Ex) Direct Growth?

The AUM, short for Assets Under Management of Sundaram Equity Savings Fund(Ex) Direct Growth is ₹157.58Cr as of 20 May 2022.

How to Redeem Sundaram Equity Savings Fund(Ex) Direct Growth?

If you want to sell your Sundaram Equity Savings Fund(Ex) 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(Ex) Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Equity Savings Fund(Ex) Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Equity Savings Fund(Ex) Direct Growth?

The NAV of Sundaram Equity Savings Fund(Ex) Direct Growth is ₹13.18 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Equity Savings Fund(Ex) Direct Growth?

The PE ratio ratio of Sundaram Equity Savings Fund(Ex) 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).

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