MyWealthGrowth.com logo
HomeMutual Funds

Sundaram Equity Savings Fund

Sundaram Equity Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

NAV Performance

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

Fund Information

  • ₹ 12.618

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 103 Cr.

    as on 24 Sep 2021
  • 2.55%

    since 31 May 2021
  • 07 Dec 2018

  • Hybrid - Equity Savings

  • Nifty 50

  • sundaram mutual fund

    Show All Funds

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 ₹ 12.618 as on 24 Sep 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 2.55%. 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 Moderately High 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 4.93% 7.59% 13.51% 33.44% 16.74% 13.10% 9.98% 9.88% 28.34% 24.08% 18.59% 12.90% 10.27%
Category Average 2.66% 4.90% 9.52% 24.35% 11.91% 9.61% 7.82% 8.25% 20.55% 17.66% 13.84% 9.87% 8.61%
Sundaram Equity Savings Fund 2.13%₹ 10,212 4.29%₹ 10,429 7.69%₹ 10,769 19.03%₹ 11,903 16.10%₹ 13,021 9.36%₹ 11,962 13.88%₹ 27,559 - - - - - -
Axis Equity Saver Fund 3.03%₹ 10,302 7.59%₹ 10,758 12.27%₹ 11,226 29.92%₹ 12,992 25.80%₹ 13,616 13.53%₹ 12,893 20.71%₹ 29,377 11.57%₹ 13,893 16.03%₹ 45,659 9.98%₹ 16,102 12.29%₹ 81,700 - -
Kotak Equity Savings Fund 2.48%₹ 10,247 3.98%₹ 10,397 7.59%₹ 10,758 18.92%₹ 11,891 15.92%₹ 13,010 11.30%₹ 12,390 15.13%₹ 27,888 9.43%₹ 13,107 12.41%₹ 43,344 8.89%₹ 15,315 10.10%₹ 77,369 - -
SBI Equity Savings Fund 2.57%₹ 10,256 4.28%₹ 10,428 9.79%₹ 10,978 27.89%₹ 12,789 21.67%₹ 13,365 13.76%₹ 12,945 19.90%₹ 29,156 11.35%₹ 13,810 15.72%₹ 45,457 8.67%₹ 15,162 11.43%₹ 79,980 - -
Aditya Birla Sun Life Equity Savings Fund 3.51%₹ 10,350 6.24%₹ 10,624 10.42%₹ 11,041 27.80%₹ 12,779 23.90%₹ 13,501 13.94%₹ 12,986 20.19%₹ 29,234 10.91%₹ 13,646 15.80%₹ 45,511 8.33%₹ 14,924 11.08%₹ 79,283 - -
ICICI Prudential Equity Savings Fund 1.21%₹ 10,120 2.70%₹ 10,270 5.69%₹ 10,568 18.40%₹ 11,840 13.75%₹ 12,875 8.57%₹ 11,789 12.64%₹ 27,236 8.51%₹ 12,780 10.39%₹ 42,087 7.52%₹ 14,372 8.58%₹ 74,498 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Savings Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    73.24%
  • Debt Holdings:

    12.06%
  • Others Holdings:

    14.70%

Top Sector Holdings of Sundaram Equity Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.41% ₹ 16.94 Cr.
Diversified 8.14% ₹ 8.40 Cr.
Housing finance 7.67% ₹ 7.92 Cr.
Computers - software 6.62% ₹ 6.84 Cr.
Refineries/marketing 5.73% ₹ 5.92 Cr.
Others 55.43% -

Top Stock Holdings of Sundaram Equity Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Hindustan Unilever Ltd. 8.14% ₹ 8.40 Cr.
Housing Development Finance Corporation Ltd. 7.67% ₹ 7.92 Cr.
ICICI Bank Ltd. 6.29% ₹ 6.50 Cr.
Reliance Industries Ltd. 5.31% ₹ 5.49 Cr.
HDFC Bank Ltd. 4.47% ₹ 4.61 Cr.
Others 68.12% -

Top Debt Instrument Type holdings of Sundaram Equity Savings Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 10.01% ₹ 10.34 Cr.
GOI 2.05% ₹ 2.12 Cr.
Others 87.94% -

Top Debt Holdings of Sundaram Equity Savings Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Rural Electrification Corporation Limited 7.02% ₹ 7.25 Cr.
Bond - Housing Development Finance Corporation Ltd. 2.99% ₹ 3.09 Cr.
Bond - Govt of India 2.05% ₹ 2.12 Cr.
Others 87.94%

Other Holdings

Holding TypeHolding Percentage
Margin 11.51%
InvITs 2.37%
Reverse Repo 0.80%
TREPS 0.57%
Net Receivables -0.55%