Sundaram Equity Savings Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, andinvestments in debt and money market instruments.However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 1.42 -0.25 3.53 11.85 8.32 8.30
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY 50 Equity Savings Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option May 23, 2002 3.53 11.85 8.32 2.34 422.59
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 6.89 6.76 6.94 1.00 4,965.01
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 4.87 10.03 7.25 2.04 2,614.74
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 1.78 8.32 6.66 1.18 2,305.19
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 6.41 9.22 7.87 2.08 2,082.76
Axis Equity Saver Fund - Regular Plan - Growth Aug 14, 2015 0.84 7.50 7.19 2.22 1,046.51

Fund Holdings as on 31-December-2022

  • HDFC Bank Ltd

  • TREPS

  • ICICI Bank Ltd

  • 364 Days - T Bill - 19/01/2023*

  • Infosys Ltd

  • Margin Money For Derivatives

  • 5.22% Central Government Securities 15/06/2025

  • Tech Mahindra Ltd

  • Ashok Leyland Ltd

  • State Bank of India

  • Housing Development Finance Corporation Ltd

  • Hindustan UniLever Ltd

  • Axis Bank Ltd

  • 364 Days - T Bill - 25/05/2023*

  • Bajaj Finance Ltd

  • Maruti Suzuki India Ltd

  • ICRA Ltd

  • Canara Bank

  • Kfintech Technologies Ltd

  • IndusInd Bank Ltd

  • Interglobe Aviation Ltd

  • Triveni Turbine Ltd

  • Polycab India Ltd

  • The Federal Bank Ltd

  • Tata Motors Ltd - DVR

  • LIC Housing Finance Ltd - 5.45% - 25/08/2023**

  • Cholamandalam Investment and Finance Company Ltd

  • Reliance Industries Ltd

  • 5.15% Central Government Securities 09/11/2025

  • Tata Consultancy Services Ltd

  • Tata Steel Ltd

  • Oberoi Realty Ltd

  • BEML Ltd

  • Electronics Mart India Ltd

  • Max Financial Services Ltd

  • United Spirits Ltd

  • Ultratech Cement Ltd

  • Fortis Health Care Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Clean Science & Technology Ltd

  • Vedanta Ltd

  • Larsen & Toubro Ltd

  • Jubilant Foodworks Ltd

  • CE Info Systems Private Limited

  • Sona BLW Precision Forgings Ltd

  • Bank of Baroda

  • Sun Pharmaceutical Industries Ltd

  • Subros Ltd

  • Force Motors Ltd

  • Asian Paints Ltd

  • Bajaj Finserv Ltd

  • REC Ltd - 7.99% - 23/02/2023**

  • Metro Brands Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Titan Company Ltd

  • TATA Consumer Products Ltd

  • ABB India Ltd

  • HDFC Life Insurance Company Ltd

  • Page Industries Ltd

  • Zydus Wellness Ltd

  • Vedant Fashions Ltd

  • UNO Minda Ltd

  • Mahindra & Mahindra Ltd

  • 8.14% Maharashtra State Development Loan 27/05/2025

  • BEML Land and Assets Ltd

  • Divis Laboratories Ltd

  • Indian Railway Finance Corporation Ltd - 8.25% - 28/02/2024**

  • NTPC Ltd - 8.8% - 04/04/2023**

  • 6.18% Central Government Securities 04/11/2024

  • Ambuja Cements Ltd

  • Hindustan Petroleum Corporation Ltd

  • Britannia Industries Ltd - 5.5% - 03/06/2024**

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About Sundaram Equity Savings Fund

Scheme Analysis

Sundaram Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Sundaram Mutual Fund. It was launched on 23-May-2002 and currently has an AUM of ₹422.59 crore. Sundaram Equity Savings Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY 50 Equity Savings Index as secondary index.

The NAV of Sundaram Equity Savings Fund ended down ₹-0.34(-0.66%)yesterday to ₹51.705.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Equity Savings Fund is managed by Dwijendra Srivastava and Sudhir Kedia.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156