Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Equity Savings Fund Regular Growth

Sundaram Equity Savings Fund Regular Growth

Hybrid
Equity Savings
Moderate Risk
16.74%
1Y return
+0.27% 1D
1M
6M
1Y
All
NAV: 21 Sep 2021₹12.54
Min. SIP amountNA
RatingNA
Fund size₹116.30 Cr

Returns and rankings

Category: Hybrid Equity Savings
Absolute returns
3M6M1YAll
Fund returns3.8%6.6%16.7%25.4%
Category averageNANA20.4%NA
Rank with in category172019NA
Understand termsinfo

Holdings (49)

NameSectorInstrumentAssets
FMCGEquity8.0%
FinancialEquity7.5%
FinancialEquity6.5%
TechnologyEquity5.5%
EnergyEquity5.0%
FinancialDebenture4.4%
TechnologyEquity4.0%
CommunicationEquity3.4%
FinancialEquity3.3%
FMCGEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.45%

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

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

S Krishnakumar
Nov 2018 - Present
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Dwijendra Srivastava
Nov 2018 - Present
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S Bharath
Nov 2018 - Present
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Rohit Seksaria
Jul 2020 - Present
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Fund house & investment objective

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Fund house contact details

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