Sundaram Equity Savings Fund Growth
- Equity Savings
- Hybrid
- Moderate Risk
Explore On
Rating:
3
Key Metrics
Aum
₹1,070.66 Cr
Expense Ratio
2.19%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
23 May 2002
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.41% | -- |
| 3 Months | -2.25% | -- |
| 6 Months | -2.73% | -- |
| 1 Year | +0.68% | +0.68% |
| 2 Years | -- | +5.31% |
| 3 Years | +31.21% | +9.48% |
| 5 Years | +58.02% | +9.58% |
| Since Launch | +600.51% | +8.46% |
Holdings as on 18 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 473.92 | 43.92 |
| Bharti Airtel | 104.55 | 9.69 |
| Reliance Industries | 95.53 | 8.85 |
| HDFC Bank | 79.71 | 7.39 |
| ICICI Bank | 77.04 | 7.14 |
| Margin Money For Derivatives | 56.33 | 5.22 |
| Treps | 55.20 | 5.12 |
| AXIS Bank Ltd | 47.49 | 4.40 |
| Larsen & Toubro Ltd | 40.02 | 3.71 |
| State Bank of India | 34.64 | 3.21 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.57
Sharpe Ratio
6.21%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Equity Savings Fund Regular Growth | +6.67% | +10.86% | +9.37% |
| Mirae Asset Equity Savings Fund Regular Growth | +4.04% | +10.22% | +9.36% |
| Sundaram Equity Savings Fund Growth | +0.68% | +9.48% | +9.58% |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | +5.11% | +8.59% | +7.35% |
| Nippon India Equity Savings Growth | +2.32% | +6.75% | +7.25% |
Results are calculated on CAGR basis
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 1070.66 crores & has delivered CAGR of 9.58 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.19%. 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 Moderate & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, Bharti Airtel, Reliance Industries, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Communications Services, Oil & Gas Operations, Software & Programming.
Some of the similar funds are Edelweiss Equity Savings Fund Regular Growth, Mirae Asset Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth, Nippon India Equity Savings Growth. Sundaram Equity Savings Fund Growth has a sharpe ratio of 0.57 & a standard deviation of 6.21%.
FAQs
According to the morning star rating Sundaram Equity Savings Fund Growth has a Moderate risk & Good return.
Sundaram Equity Savings Fund Growth is managed by Dwijendra Srivastava,Rohit Seksaria,Clyton Fernandes.
The expense ratio of Sundaram Equity Savings Fund Growth is 2.19%.
The 5 year annualized return on Sundaram Equity Savings Fund Growth is 9.58% & it has generated 0.68% 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 1070.66 crores.
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