6M
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Fund Details
Sundaram Equity Savings Fund Regular Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.55% |
| NAV | ₹12.06 (23 Jun 2021) |
|---|---|
| Fund Started | 06 Dec 2018 |
| Fund Size | ₹106 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 amount₹100
Amount Per Month₹5,000
Would have become
₹0
with 16.8% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 7.7% |
| ICICI Bank Ltd. | Financial | Equity | 6.9% |
| REC Ltd. | Financial | Debenture | 4.9% |
| Reliance Industries Ltd. | Energy | Equity | 4.8% |
| HDFC Bank Ltd. | Financial | Equity | 4.4% |
| Tech Mahindra Ltd. | Technology | Equity | 3.9% |
| Infosys Ltd. | Technology | Equity | 3.6% |
| Jindal Steel & Power Ltd. | Metals | Equity | 3.3% |
| Bharti Airtel Ltd. | Communication | Equity | 3.2% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
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.
Funds Managed
S Bharath
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.
Funds Managed
Rohit Seksaria
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.
Funds Managed
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
E-mail
[email protected]Website
NASundaram 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,
Email
[email protected]Website
www.karvymfs.com
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