Profit

Sundaram Equity Savings Fund - Regular Plan - Growth

Fund Family: Sundaram Mutual Fund | Fund Class: null | Launch Date: 07 Dec,2018

Choose Scheme Option
  • Add to Portfolio
  • Add to Watchlist
  • Add to Alert
  • Add to Message
Add to Portfolio
10.44
Change Change %
-0.0061 -0.0584%

Updated: 24 Jun,2019 | 12:00 AM

Previous NAV 10.45
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Mar 2019)
98.46
Expense Ratio 2.48

1 Month Range

10.36 10.52

52 Wk Range

9.99 10.52
Period:

Compare NAV performance of Sundaram Equity Savings Fund-Reg(G) vs. Peers

Color code for Price performance of Sundaram Equity Savings Fund-Reg(G)'s Peers

  • 7% and above
  • 3% to 7%
  • 1% to 3%
  • -1% to 1%
  • -3% to -1%
  • -7% to -3%
  • -7% and below

Scheme Performance -

Period Date NAV Return %
1 Month 21 May,2019 10.38 7.54%
3 Months 20 Mar,2019 10.26 7.15%
6 Months 21 Dec,2018 10.03 8.24%

More from Performance »

Period Date NAV Return %
1 Month 25 Jan,2019 10.04 -0.06%
3 Months - 0.00 0.00%
6 Months - 0.00 0.00%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
Margin Money For Derivatives 12.20 9.39
Housing Development Finance Corporation Ltd 6.90 5.31
Reliance Industries Ltd 6.77 5.21
LIC Housing Finance Ltd - 9.02% - 03/12/2020** 5.07 3.90
Indian Railway Finance Corporation Ltd - 7.65% - 15/03/2021** 5.03 3.87

More from Portfolio »

Investment Information

Investment Objective The investment objective of the scheme is to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciationthrough a moderate exposure in equity. However, there can be no assurance that the investment objective of the Scheme will be realized.
Scheme Type Open ended scheme
Scheme Class -
Investment Plan Growth
Minimum Investment (in ₹) 5000.00
Lock In Period 0
Dividend 0
Bonus N/A
Fund Manager S. Krishnakumar
SIP Yes
STP Yes
SWP Yes
Name Load
Entry 0%
Exit -
Fund Manager S. Krishnakumar
Registrar Computer Age Management Services Private Limited

Post Your Comments

Sundaram Equity Savings Fund - Regular Plan - Growth - News

Fund House Details

AMC Name

Sundaram Mutual Fund

Registered Office

Address: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: customerservices@sundarammutual.com

Website: www.sundarammutual.com

Registrars Details

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,  Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam, Chennai - 600 034

Top