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Sundaram Equity Savings Fund Regular Growth+0.08%

16.80%
1 Year Return
Hybrid
Equity Savings
6M
1Y
All

Fund Details

Sundaram Equity Savings Fund Regular Growth

RiskModerate
Min SIP Amount₹100
Expense Ratio2.55%
NAV₹12.06 (23 Jun 2021)
Fund Started06 Dec 2018
Fund Size106 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.8%
-
-
7.8%
Category Average
21.5%
6.2%
7.6%
-
Rank Within Category
20
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Would have become
0
with 16.8% returns per annum

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity8.2%
Hindustan Unilever Ltd.FMCGEquity7.7%
ICICI Bank Ltd.FinancialEquity6.9%
REC Ltd.FinancialDebenture4.9%
Reliance Industries Ltd.EnergyEquity4.8%
HDFC Bank Ltd.FinancialEquity4.4%
Tech Mahindra Ltd.TechnologyEquity3.9%
Infosys Ltd.TechnologyEquity3.6%
Jindal Steel & Power Ltd.MetalsEquity3.3%
Bharti Airtel Ltd.CommunicationEquity3.2%
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 Growth Details

Sundaram Equity Savings Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹106 Cr and the Latest NAV as of 23 Jun 2021 is ₹12.06.

The Sundaram Equity Savings Fund Regular Growth 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
Website
NA
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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