Sundaram Equity Savings Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 19.18 | 11.72 | 11.91 | 9.01 |
Average Rolling Returns(%) | 9.91 | 8.78 | 7.77 | 7.56 |
The Current NAV of Sundaram Equity Savings Fund - Growth is ₹61.86.
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 fund’s expense ratio is 2.26%
The process for redemption is
The AUM of Sundaram Equity Savings Fund - Growth is currently ₹742 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 37% of fund’s portfolio respectively.
Top three sectors of Sundaram Equity Savings Fund - Growth 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 Fund is Hybrid - Equity Savings.
Sudhir Kedia and Rohit Seksaria manage the Sundaram Equity Savings Fund - Growth Fund.
Sundaram Equity Savings Fund - Growth current PE ratio is 31.03 and PB ratio is 5.30
The asset allocation of Sundaram Equity Savings Fund - Growth is Stocks : 72.51%, Debt : 27.50% and Gold : 0%
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 NIL