Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option is a scheme launched by Sundaram Mutual Fund on January 02, 2013, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 1,195.2 crore. The fund permits investments with a minimum SIP of Rs 200000 and a lump sum of Rs 100. It charges an expense ratio of 0.75% for managing the portfolio.

• Investing Strategy:

  "The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity."

• Performance:

  Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.