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Sundaram Equity Savings Fund

Growth
77.980.03% (-0.02)

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Sundaram Equity Savings Fund

Growth
HybridEquity Savings
Mid-size FundAssets Under Mgmt: ₹ 1,004 Cr
Moderate RiskPrinciple investment will be at moderate risk
77.980.03% (-0.02)

Price Chart

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Returns
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1M
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SIP
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1M
6M
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5Y
Max
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HybridEquity Savings
Mid-size FundAssets Under Mgmt: ₹ 1,004 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6142.421.79
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.1535.381.67

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 7D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 50 Equity Savings Index

About Equity Savings

Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.

Peers & Comparison

Comparing 3 mutual funds from 
HybridEquity Savings

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Equity Savings Fund15.38%12.87%10.25%
ICICI Pru Equity Savings Fund9.24%9.16%8.66%
Kotak Equity Savings Fund14.13%12.79%10.47%
SBI Equity Savings Fund12.76%11.10%10.27%

Price Comparison

Compare Sundaram Equity Savings Fund with any MF, ETF, stock or index
Compare Sundaram Equity Savings Fund with any MF, ETF, stock or index
Sundaram Equity Savings Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Corporate DebtCash & EquivalentsGovernment SecuritiesCertificate of DepositEquity4.49%5.07%9.68%12.41%68.35%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+30 moreOil & Gas - Refining & MarketingIT Services & ConsultingG-SecPrivate BanksPublic Banks44.76 %6.92 %8.09 %9.68 %12.68 %17.88 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 247.66%5.90%8.02%7.54%5.58%17.88%
Public Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.72 %

    Holdings

    6.04 %

    -0.72 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 1.12 %

    Holdings

    5.23 %

    1.12 %
  • Axis Bank Ltd
    AXISBANK
    3M change : 1.44 %

    Holdings

    4.12 %

    1.44 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,446.77 Cr.

Fund Manager Profile

Sudhir Kedia

AUM:  ₹9,065.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Rohit Seksaria

AUM:  ₹15,751.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Dwijendra Srivastava

AUM:  ₹26,091.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13.2yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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