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Sundaram Equity Savings Fund

Sundaram Equity Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.55

as on 31 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,444 today.

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NAV Performance

Sundaram Equity Savings Fund performance graph for last 3 years
Performance of Sundaram Equity Savings Fund for last 3 Years

Fund Information

  • ₹ 12.498

    as on 31 Dec 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 158 Cr.

    as on 30 Nov 2021
  • 2.44%

  • 07 Dec 2018

  • Hybrid - Equity Savings

  • Nifty 50

  • Sundaram Mutual Fund

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Highlights of this fund

Sundaram Equity Savings Fund is an Open-ended Hybrid Fund. The fund belongs to Equity Savings category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 07 Dec 2018. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Hybrid funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 12.498 as on 31 Dec 2021.

This fund has 3 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.44%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

List of Fund Managers of Sundaram Equity Savings Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.54% 5.38% 3.24% 8.08% 15.74% 12.05% 8.69% 9.11% 4.99% 9.10% 12.11% 10.44% 9.14%
Category Average -0.67% 3.75% 0.95% 1.84% 11.21% 8.42% 6.69% 7.55% 2.50% 6.23% 8.58% 7.77% 7.56%
Sundaram Equity Savings Fund 0.54%₹ 10,053 -0.25%₹ 9,974 3.24%₹ 10,324 - - - - - - - - - -
HDFC Equity Savings Fund -1.00%₹ 9,899 4.27%₹ 10,426 0.71%₹ 10,070 2.71%₹ 10,270 3.27%₹ 12,211 15.28%₹ 13,300 8.22%₹ 26,081 10.18%₹ 13,379 10.87%₹ 42,371 7.57%₹ 14,406 9.13%₹ 75,520 9.05%₹ 23,802 9.06%₹ 1,91,770
Axis Equity Saver Fund -1.66%₹ 9,833 4.09%₹ 10,408 -1.13%₹ 9,886 -1.72%₹ 9,827 -1.19%₹ 11,923 10.81%₹ 12,284 4.05%₹ 25,018 8.09%₹ 12,631 7.43%₹ 40,283 7.58%₹ 14,412 7.59%₹ 72,673 - -
SBI Equity Savings Fund -0.20%₹ 9,979 5.26%₹ 10,525 0.28%₹ 10,027 2.27%₹ 10,227 2.81%₹ 12,181 12.64%₹ 12,695 6.42%₹ 25,620 9.92%₹ 13,283 9.61%₹ 41,596 7.55%₹ 14,394 8.79%₹ 74,886 - -
Aditya Birla Sun Life Equity Savings Fund -1.05%₹ 9,895 4.10%₹ 10,409 -1.67%₹ 9,832 -2.63%₹ 9,736 -1.73%₹ 11,887 9.64%₹ 12,026 2.94%₹ 24,738 8.18%₹ 12,661 6.62%₹ 39,796 5.61%₹ 13,140 6.65%₹ 70,977 - -
Kotak Equity Savings Fund -0.64%₹ 9,936 3.32%₹ 10,332 1.20%₹ 10,119 5.14%₹ 10,513 4.06%₹ 12,262 10.71%₹ 12,264 7.25%₹ 25,831 9.44%₹ 13,110 9.22%₹ 41,362 7.88%₹ 14,614 8.58%₹ 74,489 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Savings Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    69.34%
  • Debt Holdings:

    14.14%
  • Others Holdings:

    16.50%

Top Sector Holdings of Sundaram Equity Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.92% ₹ 21.95 Cr.
Diversified 6.85% ₹ 10.80 Cr.
Housing Finance 6.83% ₹ 10.78 Cr.
Refineries/Marketing 6.29% ₹ 9.92 Cr.
Computers - Software 5.65% ₹ 8.91 Cr.
Others 60.46% -

Top Stock Holdings of Sundaram Equity Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Hindustan Unilever Ltd. 6.85% ₹ 10.80 Cr.
Housing Development Finance Corporation Ltd. 5.89% ₹ 9.29 Cr.
Reliance Industries Ltd. 5.40% ₹ 8.52 Cr.
ICICI Bank Ltd. 4.98% ₹ 7.85 Cr.
Tech Mahindra Ltd. 4.40% ₹ 6.94 Cr.
Others 72.48% -

Top Debt Instrument Type holdings of Sundaram Equity Savings Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 7.67% ₹ 12.08 Cr.
NCD & Bonds 6.47% ₹ 10.19 Cr.
Others 85.86% -

Top Debt Holdings of Sundaram Equity Savings Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 7.67% ₹ 12.08 Cr.
Bond - Rural Electrification Corporation Limited 4.54% ₹ 7.15 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.93% ₹ 3.04 Cr.
Others 85.86%

Other Holdings

Holding TypeHolding Percentage
Margin 10.64%
InvITs 3.67%
TREPS 3.01%
Reverse Repo 1.16%
Net Receivables -1.98%