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Sundaram Equity Savings Fund Regular Dividend-0.61%

8.00%
1 Year Return
Hybrid
Hybrid: Equity Savings
6M
1Y
All

Fund Details

Sundaram Equity Savings Fund Regular Dividend

RiskModerate
Min SIP Amount₹100
Expense Ratio2.50%
NAV₹11.69 (22 Jan 2021)
Fund Started06 Dec 2018
Fund Size96 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.0%
-
-
2.2%
Category Average
10.1%
5.6%
8.0%
-
Rank Within Category
20
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Would have become
0
with 8.0% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity9.7%
ICICI Bank Ltd.FinancialEquity8.9%
Hindustan Unilever Ltd.FMCGEquity7.0%
REC Ltd.FinancialDebenture5.4%
Tech Mahindra Ltd.TechnologyEquity4.3%
Infosys Ltd.TechnologyEquity4.0%
Reliance Industries Ltd.EnergyEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.4%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.3%
Axis Bank Ltd.FinancialEquity2.3%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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S Bharath
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Rohit Seksaria
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Sundaram Equity Savings Fund Regular Dividend Details

Sundaram Equity Savings Fund Regular Dividend is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 Dec 2018. S Bharath is the Current Fund Manager of Sundaram Equity Savings Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹96 Cr and the Latest NAV as of 22 Jan 2021 is ₹11.69.

The Sundaram Equity Savings Fund Regular Dividend is rated Moderate risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units in excess of 25% of the investment, 1% will be charged for redemption within 1 year.

Investment Objective

The scheme seeks to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units in excess of 25% of the investment, 1% will be charged for redemption within 1 year.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
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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