Sundaram Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 23.06 | 14.07 | 13.29 | 10.45 |
Average Rolling Returns(%) | 11.41 | 10.28 | 9.51 | 9.95 |
The Current NAV of Sundaram Equity Savings Fund - Growth - Direct Plan is ₹72.11.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Sundaram Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.55%
The process for redemption is
The AUM of Sundaram Equity Savings Fund - Growth - Direct Plan is currently ₹773 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 37% of fund’s portfolio respectively.
Top three sectors of Sundaram Equity Savings Fund - Growth - Direct Plan fund are BFSI, Others and Miscellaneous accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Sudhir Kedia and Rohit Seksaria manage the Sundaram Equity Savings Fund - Growth - Direct Plan Fund.
Sundaram Equity Savings Fund - Growth - Direct Plan current PE ratio is 31.89 and PB ratio is 5.30
The asset allocation of Sundaram Equity Savings Fund - Growth - Direct Plan is Stocks : 70.71%, Debt : 24.73% and Gold : 4.53%
The minimum SIP amount for Sundaram Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Sundaram Equity Savings Fund - Growth - Direct Plan is NIL