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

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

  • Current NAV

    ₹72.41 0.1111%

    17-05-2024
  • Annual Returns

    21.13%

  • Min. SIP ₹250

    Min. Investment ₹100

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Calculate SIP Returns of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Monthly SIP Target Amount

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Annual returns
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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.27% 0.99% 1.89%
1M 2.1% 1.45% 1.64%
3M 4.28% 2.71% 2.15%
6M 10.18% 8.17% 14.29%
1Y 21.13% 15.76% 24.92%
2Y 15.79% 11.62% 18.96%
3Y 13.12% 9.64% 16.01%
5Y 12.02% 9.38% 15.9%
ALL 9.35% 8.28% 14.05%

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Risk scale

Moderate

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Fund Managers

Dwijendra Srivastava
Dwijendra Srivastava

Fund Manage - 14

Total AUM. - 14140Cr.

Sudhir Kedia
Sudhir Kedia

Fund Manage - 8

Total AUM. - 10423Cr.

Rohit Seksaria
Rohit Seksaria

Fund Manage - 15

Total AUM. - 0Cr.

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From Sundaram Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Sundaram Infrastructure Advantage Fund Regular Plan - Growth 8.57% 14.12% 35.92% 62.74% 23.87%
Sundaram Mid Cap Fund Regular Plan - Growth 6.38% 7.37% 24.68% 55.95% 21.76%
Sundaram Small Cap Fund Regular Plan - Growth 3.16% 2.87% 15.28% 47.21% 24.39%
Sundaram Large and Midcap Fund Regular Plan - Growth 5.33% 7.47% 20.22% 42.8% 21.08%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 3.73% 5.09% 10.01% 34.08% 16.28%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 3.07% 4.1% 13.9% 32.27% 17.08%
Sundaram Services Fund Regular Plan - Growth 1.17% 2.65% 11.01% 30.17% 21.64%
See More About Sundaram Mutual Fund

Top Fund's Comparisions

HDFC Small Cap Fund - Growth Option

3Y Returns29.48%

AUM 26837Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns32.08%

AUM 13231Cr.

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ITI Small Cap Fund Regular - Growth

3Y Returns23.31%

AUM 1840Cr.

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Bandhan Small Cap Fund - Regular Plan - Growth

Returns29.86%

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Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns22.08%

AUM 4393Cr.

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HDFC ELSS Tax saver Fund - Growth Plan

Returns26.88%

AUM 13086Cr.

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ICICI Prudential Infrastructure Fund - Growth

3Y Returns39.87%

AUM 3693Cr.

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HDFC Infrastructure Fund - Growth Plan

Returns38.98%

AUM 1311Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option as of 17-05-2024 is 72.4124.

What is the expense ratio of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option is Rs 678.37 Crs.

Is Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment .

How to start online SIP in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option?

Redeeming your investments in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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