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 fund scheme from Sundaram mutual fund. It falls under a Equity Savings category. After being launched on 2013-01-02. Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option has achieved Rs 1066.96 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 200000 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 0.75%.

• 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 9.79% (1 year), 12.87% (3 year), 16.02% (5 year). The average annual return of this fund stands at 9.79%

• Fund Manager & Portfolio Allocation:

  Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Consumer Cyclical, Technology, Energy, Industrials, , Sectors. First five holdings of this fund are Reliance Industries Ltd, Bharti Airtel Ltd, Infosys Ltd, Axis Bank Ltd, ICICI Bank Ltd, 7.1% Govt Stock 2034, LIC Housing Finance Ltd, 364 DTB 18122025, 7.23% Govt Stock 2039, 7.37% Govt Stock 2028, Cash Offset For Derivatives, Treps, Canara Bank, Export-Import Bank Of India, Margin Money For Derivatives Companies.