Risk | Moderate |
---|---|
Min SIP Amount | ₹100 |
Expense Ratio | 2.50% |
NAV | ₹11.64 (25 Jan 2021) |
---|---|
Fund Started | 06 Dec 2018 |
Fund Size | ₹96 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Housing Development Finance Corpn. Ltd. | Financial | Equity | 9.7% |
ICICI Bank Ltd. | Financial | Equity | 8.9% |
Hindustan Unilever Ltd. | FMCG | Equity | 7.0% |
REC Ltd. | Financial | Debenture | 5.4% |
Tech Mahindra Ltd. | Technology | Equity | 4.3% |
Infosys Ltd. | Technology | Equity | 4.0% |
Reliance Industries Ltd. | Energy | Equity | 3.8% |
Bharti Airtel Ltd. | Communication | Equity | 3.4% |
Housing Development Finance Corpn. Ltd. | Financial | Debenture | 3.3% |
Axis Bank Ltd. | Financial | Equity | 2.3% |
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 ₹96 Cr and the Latest NAV as of 25 Jan 2021 is ₹11.64.
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.
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