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₹68.31
(0.06%)
Current NAV 06-12-2024
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15.09%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Returns
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This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | 1.57% | 0.92% | 2.27% |
1M | 1.22% | 0.89% | 0.82% |
3M | 0.6% | 1.29% | -0.54% |
6M | 7.42% | 6.17% | 8.75% |
1Y | 15.09% | 13.28% | 19.25% |
2Y | 13.62% | 11.99% | 16.34% |
3Y | 10.93% | 9.54% | 14.78% |
5Y | 13.09% | 9.98% | 17.01% |
ALL | 8.51% | 8.52% | 14.17% |
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Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | 5.34% | 0.85% | 0.97% | 1.54% |
Category | 0% | 0% | 0% | 0% |
Riskometer
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Chat on WhatsAppComparison Of Sundaram Equity Savings Fund (G)
Compare your fund with the top category schemes.
Sundaram Equity Savings Fund (G)
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3Y Returns13.89% (p.a.)
Sundaram Equity Savings Fund (G)
3Y Returns10.93% (p.a.)
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3Y Returns10.9% (p.a.)
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Start SIPPortfolio Summary (as on 31-Oct-2024)
An insight into your portfolio composition.
Equity68.46% Debt26.90%
Equity Market Cap
Top 5 Sectors of Equity
Banks 15.31%
IT - Software 6.97%
Petroleum Products 6.47%
Telecom - Services 5.86%
Automobiles 5.21%
Top 5 Companies of Equity
Reliance Industries Ltd 5.58%
Bharti Airtel Ltd 4.86%
Axis Bank Ltd 4.26%
Infosys Ltd 3.64%
ICICI Bank Ltd 2.95%
Debt Market Cap
Top 5 Sectors of Debt
26.9%
Top 5 Companies of Debt
7.10% Central Government Securities 08/04/2034 6.69%
Bank of Baroda - 06/12/2024 5.02%
Punjab National Bank - 20/12/2024 5.01%
Canara Bank - 16/12/2024 2.5%
7.23% Central Government Securities 15/04/2039 1.57%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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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 06-12-2024 is 68.3081.
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.
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.
What are the top 5 holdings of Sundaram Equity Savings Fund (G)?
The fund's top 5 sectors holdings are Banks, IT - Software, Petroleum Products, Telecom - Services, Automobiles,
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.
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.
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 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 989.56 Crs. Crs.
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.
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.
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.
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