Overview
Sundaram Equity Savings Fund Direct Growth
Sundaram Mutual Fund
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Investments in Sundaram Equity Savings Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 79.3886
Fund Size (AUM)
₹976.11 Cr
Risk
Moderate (Risk rating: 3/10)
Minimum Investment
Lumpsum: ₹ 100
SIP: ₹100
Launch Date
02-Jan-2013
Expense Ratio
0.75%
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Benchmark
NIFTY Equity Savings Total Return Index
Standard Deviation
5.77
History
Performance & Ratios
1-Year SIP Return
6.69%
3-Year SIP Return
13.26%
5-Year SIP Return
13.59%
Mean Return
N/A
Alpha
3.37
Beta
0.67
Sharpe Ratio
0.96
Sortino Ratio
1.87
Information Ratio
0.64
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 11.63% | 12.51% | 14.68% | N/A |
| Category Average | 8.41% | 9.11% | 11.94% | N/A |
| Rank Within Category | 2 | 1 | 4 | N/A |
Holdings (109)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.9% |
| Bharti Airtel Ltd. | Communication | Equity | 8.66% |
| GOI | Sovereign | GOI Sec | 6.88% |
| Infosys Ltd. | Technology | Equity | 5.64% |
| ICICI Bank Ltd. | Financial | Equity | 3.28% |
| HDFC Bank Ltd. | Financial | Equity | 2.9% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.75% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.53% |
| Reserve Bank of India | Financial | T-Bills | 2.45% |
| Canara Bank | Financial | CD | 2.44% |
Holdings Analysis
Peer Comparison
Peer Comparison
| Fund Name | AUM (₹ Cr) | 1Y Return (%) | 3Y Return (%) | Expense Ratio (%) | Rating |
|---|---|---|---|---|---|
| Kotak Equity Savings Fund Direct Growth | 8043.3 | 9.18 | 12.02 | 0.65 | N/A |
| Edelweiss Equity Savings Fund Direct Growth | 577.29 | 11.51 | 11.28 | 0.6 | N/A |
| DSP Equity Savings Fund Direct Growth | 2517.21 | 12.76 | 11.08 | 0.41 | N/A |
| SBI Equity Savings Fund Direct Growth | 5670.63 | 9.55 | 10.46 | 0.89 | N/A |
| ICICI Prudential Equity Savings Fund Direct Growth | 12854.84 | 9.01 | 8.68 | 0.48 | N/A |
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 100
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 1000
Min Installments: 6
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 500
Min Installments: 6
AMC Details
Asset Management Company
Sundaram Mutual Fund
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017. Sundaram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.
With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.
The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.
For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.
It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Launch Date
1996-02-26T00:00:00.478Z
Total AUM
₹ 64175.83 Cr
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
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Sundaram Equity Savings Fund Direct Growth
Sundaram Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Sundaram Equity Savings Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Sundaram Equity Savings Fund Direct Growth?
The top stocks held by Sundaram Equity Savings Fund Direct Growth include Reliance Industries Ltd., Bharti Airtel Ltd., GOI.
Which industries does Sundaram Equity Savings Fund Direct Growth invest in?
Sundaram Equity Savings Fund Direct Growth primarily invests in the following industries: Energy, Communication, Sovereign.
Who are the fund managers of Sundaram Equity Savings Fund Direct Growth?
The fund managers of Sundaram Equity Savings Fund Direct Growth are Dwijendra Srivastava and Sudhir Kedia and Rohit Seksaria.
How many years has the fund manager been managing Sundaram Equity Savings Fund Direct Growth?
Dwijendra Srivastava:
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Sudhir Kedia:
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Rohit Seksaria:
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What is the minimum investment for Sundaram Equity Savings Fund Direct Growth?
The minimum investment for Sundaram Equity Savings Fund Direct Growth is ₹100 for lumpsum investments and ₹100 for SIPs.
What are the average 1-year returns for Sundaram Equity Savings Fund Direct Growth?
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What are the average 3-year returns for Sundaram Equity Savings Fund Direct Growth?
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What is the expense ratio of Sundaram Equity Savings Fund Direct Growth, and how does it compare to its category?
The expense ratio of Sundaram Equity Savings Fund Direct Growth is 0.75%. The average expense ratio for similar funds in the Hybrid is Calculating....