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Business News/Market/Market Stats/    Sundaram Equity Savings Fund Growth

Sundaram Equity Savings Fund Growth

+
  • Hybrid
  • Equity Savings
  • Rating 5
  • Plan
63.90 +0.09 (0.13%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)815.59
  • CAGR 19.37%
  • Exit Load0.00%
  • Expense ratio2.21%
  • CategoryHybrid
  • Min Investment100
  • Min SIP100
  • Launch Date2002-05-23

Morning Star Rating 5

Low
Risk
High
Return

Asset Allocation

Holdings As On - 26 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 251.27
  • 30.81%
  • Treps
  • 73.82
  • 9.05%
  • Sundaram Liquid Dir Gr
  • 35.27
  • 4.32%
  • 364 DTB 02052025
  • 23.87
  • 2.93%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.25
  • Std Deviation 5.62%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

 

The Sundaram Equity Savings Fund Growth has an AUM of 815.59 crores & has delivered CAGR of 12.20% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.21%. The minimum investment in Sundaram Equity Savings Fund Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Low & High respectively.

 

The top holdings of the fund include Cash Offset For Derivatives, Treps, HDFC Bank & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Auto & Truck Manufacturers & Software & Programming.

 

Some of the similar funds are Sundaram Equity Savings Fund Growth, Mirae Asset Equity Savings Fund Regular Growth, Axis Equity Saver Fund Regular Plan Growth, Franklin India Equity Savings Fund Regular Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. Sundaram Equity Savings Fund Growth has a sharpe ratio of 1.25 & a standard deviation of 5.62%.

FAQs about Sundaram Equity Savings Fund Growth

According to the morning star rating Sundaram Equity Savings Fund Growth has a Low risk & High return.
Sundaram Equity Savings Fund Growth is managed by Dwijendra Srivastava,Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram Equity Savings Fund Growth is 2.21%.
The 5 year annualized return on Sundaram Equity Savings Fund Growth is 12.20% & it has generated 19.37% in the last 1 year.
The minimum investment in Sundaram Equity Savings Fund Growth is 100 Rs.
Sundaram Equity Savings Fund Growth has an AUM of 815.59 crores.
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