Sundaram Equity Savings Fund Growth

Risk: Moderate
₹ 66.49
NAV (Jul 26,2024)

Invest in the Sundaram Equity Savings Fund - Growth and watch your money grow. With a minimum investment of ₹100, this fund offers a great opportunity for investors to maximize their returns. Established in 2002, the fund has a scheme AUM of ₹741.55. The expense ratio is 2.26 and the PE ratio is 31.03, making it an attractive option for those looking for long-term capital growth. Don't miss out on this excellent investment opportunity.

Sundaram Equity Savings Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Equity Savings Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.89
  • P/B Ratio
    UM_URBAN_MONEY

    7.86
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.16%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 841.06 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,447.36 (4.47%)₹ 11,041.4 (10.41%)₹ 11,757.61 (17.58%)₹ 14,083.53 (40.84%)₹ 18,395.06 (83.95%)
₹ 30,000₹ 31,342.08 (4.47%)₹ 33,124.2 (10.41%)₹ 35,272.83 (17.58%)₹ 42,250.59 (40.84%)₹ 55,185.18 (83.95%)
₹ 50,000₹ 52,236.8 (4.47%)₹ 55,207 (10.41%)₹ 58,788.05 (17.58%)₹ 70,417.65 (40.84%)₹ 91,975.3 (83.95%)
₹ 80,000₹ 83,578.88 (4.47%)₹ 88,331.2 (10.41%)₹ 94,060.88 (17.58%)₹ 1,12,668.24 (40.84%)₹ 1,47,160.48 (83.95%)
₹ 1,00,000₹ 1,04,473.6 (4.47%)₹ 1,10,414 (10.41%)₹ 1,17,576.1 (17.58%)₹ 1,40,835.3 (40.84%)₹ 1,83,950.6 (83.95%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.49%
  • Reliance Industries Ltd6.71%
  • Bharti Airtel Ltd4.12%
  • IndusInd Bank Ltd4.04%
  • Infosys Ltd3.82%
  • Margin Money For Derivatives3.42%
  • Axis Bank Ltd3.17%
  • Days T Bill2.87%
  • Bajaj Finance Ltd2.59%
  • TREPS2.56%
  • Tata Motors Ltd2.52%
  • Maruti Suzuki India Ltd2.41%
  • National Bank for Agriculture & Rural Development2.37%
  • Central Government Securities2.34%
  • Hindustan UniLever Ltd2.00%
  • Government Securities1.81%
  • Small Industries Development Bank of India1.77%
  • Johnson Controls Hitachi AirConditioning India Ltd1.64%
  • TD Power Systems Ltd1.59%
  • Tata Motors Ltd DVR1.53%
  • ICICI Bank Ltd1.51%
  • Bharti Hexacom Ltd1.45%
  • Sun Pharmaceutical Industries Ltd1.43%
  • Interglobe Aviation Ltd1.38%
  • Force Motors Ltd1.33%
  • Bank of Baroda1.33%
  • Aurobindo Pharma Ltd1.31%
  • State Bank of India1.20%
  • Power Finance Corporation Ltd1.18%
  • Tech Mahindra Ltd1.16%
  • Hindalco Industries Ltd1.14%
  • Dr Reddys Laboratories Ltd1.14%
  • Larsen & Toubro Ltd1.12%
  • Multi Commodity Exchange of India Ltd1.07%
  • HCL Technologies Ltd1.03%
  • Triveni Turbine Ltd0.98%
  • Mahindra & Mahindra Ltd0.98%
  • Cummins India Ltd0.94%
  • Hindustan Petroleum Corporation Ltd0.91%
  • ICRA Ltd0.90%
  • The Federal Bank Ltd0.86%
  • Cholamandalam Investment and Finance Company Ltd0.81%
  • United Breweries Ltd0.80%
  • Mankind Pharma Ltd0.80%
  • Kesoram Industries Ltd0.75%
  • Ultratech Cement Ltd0.69%
  • Info Edge India Ltd0.65%
  • Sterling and Wilson Renewable Energy Ltd0.63%
  • Canara Bank0.61%
  • HDFC Life Insurance Company Ltd0.55%
  • Cipla Ltd0.53%
  • Titan Company Ltd0.49%
  • Adani Enterprises0.48%
  • Tata Technologies Ltd0.42%
  • Adani Ports and Special Economic Zone Ltd0.40%
  • NTPC LTD0.40%
  • CE Info Systems Private Limited0.38%
  • ABB India Ltd0.38%
  • DLF Ltd0.35%
  • Vedanta Ltd0.35%
  • Dalmia Cement Bharat Ltd0.34%
  • Clean Science & Technology Ltd0.34%
  • United Spirits Ltd0.28%
  • Tata Consultancy Services Ltd0.27%
  • ACC Ltd0.27%
  • Union Bank of India0.26%
  • Asian Paints Ltd0.24%
  • Alkem Laboratories Ltd0.24%
  • DOMS Industries Ltd0.24%
  • Bajaj Finserv Ltd0.24%
  • NIIT Learning Systems Ltd0.23%
  • JSW Steel Ltd0.22%
  • Zomato Ltd0.14%
  • Ambuja Cements Ltd0.07%
  • Bharat Forge Ltd0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

11.68%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.74%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.40%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.80%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.20%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

8.17%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

7.50%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.03%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

4.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

18.76%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

17.75%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

17.54%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

17.48%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.05%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

14.87%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

12.29%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

10.98%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

10.45%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

9.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.53%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.51%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

9.63%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.56%

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.49%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.18%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

8.33%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.43%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

7.29%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.76%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.86%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.46%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderately High

9.44%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

9.30%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.88%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

8.68%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.44%

Show all Funds

Fund Managers

SK

Mr. Sudhir KediaFund Manager

RS

Mr. Rohit Seksaria

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

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Compare with similar Funds

Sundaram Equity Savings Fund - Growth

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Invesco India Equity Savings Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

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Union Equity Savings Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

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HSBC Equity Savings Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

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Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

vs

SBI Equity Savings Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

vs

Franklin India Equity Savings Fund - Growth

Sundaram Equity Savings Fund - Growth

vs

Axis Equity Saver Fund - Regular Plan - Growth

Sundaram Equity Savings Fund - Growth

vs

HDFC Equity Savings Fund - Growth

Sundaram Equity Savings Fund - Growth

vs

ICICI Prudential Equity Savings Fund - Cumulative

FAQ's

What is the risk level associated with the Sundaram Equity Savings Fund - Growth?

The Sundaram Equity Savings Fund - Growth is a Moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Equity Savings Fund - Growth as of Jul 26,2024?

The current NAV of the Sundaram Equity Savings Fund - Growth as of Jul 26,2024 is INR 66.49.

What are the returns generated by the Sundaram Equity Savings Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Equity Savings Fund - Growth has provided returns of 19.01% in the past year, 12.02% in the past 3 years, and 11.91% in the past 5 years.

What is the expense ratio associated with the Sundaram Equity Savings Fund - Growth?

The Sundaram Equity Savings Fund - Growth has an expense ratio of 2.17%, representing the costs associated with managing the fund's investments.

What is the minimum investment amount required for the Sundaram Equity Savings Fund - Growth?

The minimum investment amount for the Sundaram Equity Savings Fund - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Equity Savings Fund - Growth?

Yes, the Sundaram Equity Savings Fund - Growth offers SIP (Systematic Investment Plan) with a minimum investment of INR 100 per month.

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