SUNDARAM EQUITY FUND REGULAR (G)

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Equity Savings NAV 16.5962 0.91 31 December, 2021

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 06 September, 2019
Benchmark S&P BSE 500 TRI Index
Asset Size(Cr)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1 % For 365 Days
Expense Ratio
Fund Manager S Krishnakumar & Bharath S

Investment Returns (As on 31 Dec, 2021)

Duration Returns Benchmark Category
1 W 0.32% - -
1 M 4.13% - -
3 M - - -
6 M - - -
1 Y - - -
2 Y - - -
3 Y - - -
5 Y - - -
Returns Compare with Others
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SUNDARAM EQUITY FUND REGULAR (G) % % %
SBI Equity Savings Fund - Regular Plan - Growth 3.96% 8.7% 7.3%
HDFC Equity Savings Fund - GROWTH PLAN 5.78% 8.27% 7.33%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 0.61% 6.78% 5.44%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 4.09% -1.45% 0.55%

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