Sundaram Equity Savings Fund Regular (D)

0
Arbitrage NAV 67.2232 0 07 December, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Dividend
Launch Date 02 January, 2013
Benchmark NIFTY Equity Savings TRI
Asset Size(Cr) 652.45549
ISIN No. INF173K01GZ9
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load Nil
Expense Ratio 0.49
Fund Manager Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Fund House Sundaram Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.32% - -
1 M 0.05% - -
3 M 2.42% - -
6 M 11.41% - -
1 Y 12.43% - -
2 Y - - -
3 Y 15.6% - -
5 Y 12.24% - -
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 36.14%

Return Calculator

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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 Savings Fund Regular (D) 12.43% 15.6% 12.24%
HDFC Equity Savings Fund - GROWTH PLAN 9.91% 13.62% 9.42%
SBI Equity Savings Fund - Regular Plan - Growth 13.75% 12.76% 10.56%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 10.31% 10.17% 2.44%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 9.28% 9.59% 8.36%

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