Sundaram Equity Savings Fund (G)

Sundaram Equity Savings Fund (G) is a scheme launched by Sundaram Mutual Fund on May 23, 2002, and falls under the Equity Savings fund category. It currently manages an AUM of Rs 1,140 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.19% for managing the portfolio.

• 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 (G) trailing returns over different times are 3.75% (1 year), 10.77% (3 year) and 12.84% (5 year). The average annual return of this fund stands at 4.32%.