Sundaram Equity Savings Fund (G) Sundaram Equity Savings Fund (G)

Sundaram Equity Savings Fund (G)

  • Current NAV

    ₹63.53 0.0951%

    17-05-2024
  • Annual Returns

    19.12%

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now

Calculate SIP Returns of Sundaram Equity Savings Fund (G)

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

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

Start SIP

Investment Returns

This Fund Category Avg. Benchmark
1W 1.23% 1% 1.89%
1M 1.96% 1.43% 1.64%
3M 3.88% 2.69% 2.15%
6M 9.27% 8.16% 14.29%
1Y 19.12% 15.73% 24.92%
2Y 13.83% 11.66% 18.96%
3Y 11.23% 9.65% 16.01%
5Y 10.19% 9.39% 15.9%
ALL 8.33% 8.28% 14.05%

Check out what are trolling and rolling returns of this fund ?

Check Now

Risk scale

Moderate

Check ot the detail risk analysis of the fund.

Check Now
small-banner

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.

checked

Check Free KYC

  • checkedQuick & Easy Steps!
  • checkedEnhanced security measures
  • checkedInstant Access To All Features

To Know Your Eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Portfolio Analysis

Equity43.06% Debt12.79% Others39.79%

Market Cap

Top 5 Sectors

Financial

Services

Healthcare

Automobile

Capital Goods

Top 5 Companies

HDFC Bank Ltd.

Reliance Industries Ltd.

Indusind Bank Ltd.

Axis Bank Ltd.

Infosys Ltd.

Market Cap

Top 5 Sectors

Financial

Sovereign

Others

Top 5 Companies

Reserve Bank of India% 364-D 02/01/2025

7.37% GOI 23/10/2028

7.43% Small Industries Devp. Bank of India Ltd.

5.22% GOI 15/06/2025

7.8% National Bank For Agriculture & Rural Development 15/03/2027

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Others

Check out the portfolio analysis of this fund.

Check Now

Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now

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.

Compare Now

Franklin India Smaller Companies Fund-Growth

3Y Returns32.71%

AUM 11398Cr.

VS

DSP Small Cap Fund - Regular - Growth

Returns25.41%

AUM 13095Cr.

Compare Now

Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns29.86%

AUM 3880Cr.

VS

Quant Small Cap Fund-Growth

Returns33.9%

AUM 13002Cr.

Compare Now

ICICI Prudential Infrastructure Fund - Growth

3Y Returns39.87%

AUM 3693Cr.

VS

HDFC Infrastructure Fund - Growth Plan

Returns38.98%

AUM 1311Cr.

Compare Now

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 (G)?

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 (G) as of 17-05-2024 is 63.5284.

What is the expense ratio of Sundaram Equity Savings Fund (G)?

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 (G)?

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 (G)?

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 (G) is Rs 678.37 Crs.

Is Sundaram Equity Savings Fund (G) 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 (G)?

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 (G)?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Services, Healthcare, Automobile, Capital Goods.

How to start online SIP in Sundaram Equity Savings Fund (G)s?

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 (G)?

Redeeming your investments in Sundaram Equity Savings Fund (G) 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.

Request call back
Add to Cart Successfully