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Sundaram Equity Savings Fund

Sundaram Equity Savings Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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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

  • ₹ 12.122

    as on 15 Jun 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 96 Cr.

    as on 15 Jun 2021
  • 2.5%

    since 31 Dec 2020
  • 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 ₹ 12.122 as on 15 Jun 2021.

This fund has 2 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.5%. 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 5.08% 5.55% 13.07% 33.49% 14.53% 10.60% 10.59% 9.56% 30.92% 20.74% 15.79% 11.02% 9.95%
Category Average 3.56% 3.48% 8.34% 24.65% 9.68% 7.93% 7.98% 7.88% 21.08% 15.50% 11.84% 8.72% 8.09%
Sundaram Equity Savings Fund 3.41%₹ 10,341 2.39%₹ 10,238 6.28%₹ 10,627 19.09%₹ 11,908 15.31%₹ 12,970 7.66%₹ 11,594 11.63%₹ 26,966 - - - - - -
Mahindra Manulife Equity Savings Dhan Sanchay Yojana 4.85%₹ 10,485 4.51%₹ 10,450 11.27%₹ 11,127 33.49%₹ 13,348 28.06%₹ 13,748 13.14%₹ 12,808 20.66%₹ 29,350 10.60%₹ 13,534 15.79%₹ 45,489 - - - -
Principal Equity Savings Fund 4.25%₹ 10,425 4.54%₹ 10,454 10.39%₹ 11,039 30.01%₹ 13,000 26.29%₹ 13,641 12.88%₹ 12,750 19.81%₹ 29,123 9.86%₹ 13,263 14.87%₹ 44,899 9.55%₹ 15,779 11.02%₹ 79,157 7.97%₹ 21,534 8.89%₹ 1,90,052
SBI Equity Savings Fund 3.80%₹ 10,379 4.27%₹ 10,426 9.64%₹ 10,963 30.29%₹ 13,029 25.37%₹ 13,586 12.07%₹ 12,566 18.63%₹ 28,809 9.50%₹ 13,131 14.31%₹ 44,536 8.87%₹ 15,301 10.55%₹ 78,239 - -
Edelweiss Equity Savings Fund 3.50%₹ 10,350 3.39%₹ 10,339 7.87%₹ 10,787 20.51%₹ 12,051 18.41%₹ 13,161 11.37%₹ 12,410 15.23%₹ 27,908 9.41%₹ 13,100 12.49%₹ 43,386 - - - -
HDFC Equity Savings Fund 5.08%₹ 10,507 5.55%₹ 10,554 13.07%₹ 11,307 31.04%₹ 13,104 30.92%₹ 13,919 10.76%₹ 12,274 19.61%₹ 29,070 9.37%₹ 13,087 14.22%₹ 44,480 10.59%₹ 16,542 10.60%₹ 78,338 9.56%₹ 24,945 9.95%₹ 2,00,998

Portfolio Holdings

Portfolio holdings pattern of Sundaram Equity Savings Fund as on 16 Jun 2021 are listed below:

  • Equity Holdings:

    71.86%
  • Debt Holdings:

    12.49%
  • Others Holdings:

    15.63%

Top Sector Holdings of Sundaram Equity Savings Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.99% ₹ 16.07 Cr.
Housing finance 8.47% ₹ 8.52 Cr.
Diversified 8.37% ₹ 8.41 Cr.
Computers - software 6.07% ₹ 6.10 Cr.
Refineries/marketing 5.07% ₹ 5.10 Cr.
Others 56.03% -

Top Stock Holdings of Sundaram Equity Savings Fund

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 8.47% ₹ 8.52 Cr.
Hindustan Unilever Ltd. 8.37% ₹ 8.41 Cr.
ICICI Bank Ltd. 6.02% ₹ 6.05 Cr.
Reliance Industries Ltd. 4.68% ₹ 4.71 Cr.
HDFC Bank Ltd. 4.58% ₹ 4.60 Cr.
Others 67.88% -

Top Debt Instrument Type holdings of Sundaram Equity Savings Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 10.38% ₹ 10.44 Cr.
GOI 2.11% ₹ 2.13 Cr.
Others 87.51% -

Top Debt Holdings of Sundaram Equity Savings Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Rural Electrification Corporation Limited 7.27% ₹ 7.31 Cr.
Bond - Housing Development Finance Corporation Ltd. 3.11% ₹ 3.12 Cr.
Bond - Govt of India 2.11% ₹ 2.13 Cr.
Others 87.51%

Other Holdings

Holding TypeHolding Percentage
Margin 12.15%
InvITs 1.85%
TREPS 1.44%
Reverse Repo 0.43%
Net Receivables -0.24%