Sundaram Equity Savings Fund(G)

The Current NAV of Sundaram Equity Savings Fund - Growth is ₹71.23.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Sundaram Equity Savings Fund - Growth fund’s expense ratio is 1.92%

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of Sundaram Equity Savings Fund - Growth is currently ₹1,032 Crores.

The Top three stocks are Bharti Airtel, ICICI Bank and Reliance Industries and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 48% of fund’s portfolio respectively.

Top three sectors of Sundaram Equity Savings Fund - Growth fund are BFSI, Others and Miscellaneous accounting for 53% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 Fund is Hybrid - Equity Savings.

Clyton Richard Fernandes and Rohit Seksaria manage the Sundaram Equity Savings Fund - Growth Fund.

Sundaram Equity Savings Fund - Growth current PE ratio is 36.83 and PB ratio is 5.20

The asset allocation of Sundaram Equity Savings Fund - Growth is Stocks : 77.20%, Debt : 21.29% and Gold : 1.53%

The minimum SIP amount for Sundaram Equity Savings Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Equity Savings Fund - Growth is 0.50% on or before 7 days