Sundaram Equity Savings Fund - Growth - Regular Plan

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  • Net Change on 20-09-2021

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the scheme is to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciationthrough a moderate exposure in equity. However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI 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.)
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 14.79 8.28 7.54 1.03 3,411.96
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 27.08 9.79 9.45 2.14 2,443.28
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 23.46 10.62 8.68 1.22 1,719.23
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 15.81 9.01 8.86 2.18 1,541.30
Axis Equity Saver Fund - Regular Plan - Growth Aug 14, 2015 25.30 10.89 9.93 2.33 901.35

Fund Holdings as on 31-August-2021

  • Margin Money For Derivatives

  • Hindustan UniLever Ltd

  • Housing Development Finance Corporation Ltd

  • ICICI Bank Ltd

  • Tech Mahindra Ltd

  • Reliance Industries Ltd

  • REC Ltd - 8.45% - 22/03/2022**

  • Infosys Ltd

  • Bharti Airtel Ltd

  • HDFC Bank Ltd

  • TATA Consumer Products Ltd

  • Jindal Steel & Power Ltd

  • Housing Development Finance Corporation Ltd - 8.58% - 18/03/2022**

  • United Spirits Ltd

  • Embassy Office Parks(REIT)

  • 7.32% Central Government Securities 28/01/2024

  • REC Ltd - 7.99% - 23/02/2023**

  • State Bank of India

  • ITC Ltd

  • TREPS

  • Tata Consultancy Services Ltd

  • Bajaj Finserv Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Ultratech Cement & Cement Products Ltd

  • Bharat Petroleum Corporation Ltd

  • The Federal Bank Ltd

  • Bajaj Auto Ltd

  • Kotak Mahindra Bank Ltd

  • Divi's Laboratories Ltd

  • HCL Technologies Ltd

  • Power Grid Infrastructure Investment Trust(InvIT)

  • Max Financial Services Ltd

  • SUN TV Network Ltd

  • SBI Life Insurance Company Ltd

  • The Ramco Cements Ltd

  • UPL Ltd

  • Mahindra & Mahindra Ltd

  • Zomato Ltd

  • Shriram Transport Finance Company Ltd

  • Hindalco Industries Ltd

  • GAIL (India) Ltd

  • Coromandel International Ltd

  • Page Industries Ltd

  • Gland Pharma Ltd

  • Bank of Baroda

  • Wipro Ltd

  • Container Corporation of India Ltd

  • Tata Motors Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • HDFC Life Insurance Company Ltd

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Household & Personal Products

  • Finance - Housing

  • Refineries

  • Telecommunication - Service Provider

  • Tea/Coffee

  • Steel/Sponge Iron/Pig Iron

  • Breweries & Distilleries

  • Bank - Public

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Finance - Investment

  • Engineering - Construction

  • Insurance

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Finance - Others

  • TV Broadcasting & Software Production

  • Pesticides & Agrochemicals

  • Automobiles - Passenger Cars

  • e-Commerce

  • Finance - NBFC

  • Metal - Non Ferrous

  • Industrial Gases & Fuels

  • Fertilizers

  • Textile

  • Logistics

  • Automobiles-Trucks/Lcv

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Fund Manager

  • Cash

  • CRISIL AAA

  • Equity

  • REITs & InvITs

  • Sovereign

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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 07-Dec-2018 and currently has an AUM of ₹116.30 crore. Sundaram Equity Savings Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 50 Equity Savings Index as secondary index.

The NAV of Sundaram Equity Savings Fund ended down ₹-0.08(-0.62%)yesterday to ₹12.5101.

Among its top 3 holdings the fund has exposure to Margin Money For Derivatives, and

The Sundaram Equity Savings Fund is managed by Dwijendra Srivastava and S. Bharath.

Fund House Contact

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

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