FAQ : Sundaram Equity Savings Fund - Growth

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

  • 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 ₹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

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