| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.48% |
| NAV | ₹11.00 (21 Oct 2020) |
|---|---|
| Fund Started | 06 Dec 2018 |
| Fund Size | ₹94 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 9.4% |
| ICICI Bank Ltd. | Financial | Equity | 8.3% |
| LIC Housing Finance Ltd. | Financial | Debenture | 5.7% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.7% |
| REC Ltd. | Financial | Debenture | 5.6% |
| HDFC Bank Ltd. | Financial | Fixed Deposits | 5.3% |
| Reliance Industries Ltd. | Energy | Equity | 5.1% |
| Tech Mahindra Ltd. | Technology | Equity | 3.9% |
| Infosys Ltd. | Technology | Equity | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 3.4% |
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 ₹94 Cr and the Latest NAV as of 21 Oct 2020 is ₹11.00.
The Sundaram Equity Savings Fund Regular Growth is rated Moderately High 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