Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option - Investment Information
- Hybrid
- Equity Savings
- Status: Open
About This Fund
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option "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."
Investment Details
Fund size
₹1,195.2 Cr.
Min. Investment
₹100
Min. Sip Inv.
₹2,00,000
Min. Addl Inv.
₹100
Expense Ratio
0.75%
Turn over
-
Exit Load
Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges.
Basic Details
KRA
KARVY
Inv. Plan
Growth
Launched On
02 Jan 2013
Benchmark
NIFTY Equity Savings TRI
Fund Type
Open Ended
AMC Information
AMC
Sundaram Mutual Fund
Email
dhirent@sundarammutual.com
Office No
044-28583362/3367
Website
https://www.sundarammutual.com
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
SIP Amount
Monthly SIP Date
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
Frequently Asked Questions
Everything You Need To Know To Get Started With Confidence
In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.