61.51
NAV (Feb 20,2024)

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

    34.39
  • P/B Ratio
    UM_URBAN_MONEY

    5.87
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

2.22%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

733.68 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Feb 21, 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 %)

10,569.49 (5.69%)10,876.84 (8.77%)11,825.53 (18.26%)13,846.7 (38.47%)17,688.52 (76.89%)
31,708.47 (5.69%)32,630.52 (8.77%)35,476.59 (18.26%)41,540.1 (38.47%)53,065.56 (76.89%)
52,847.45 (5.69%)54,384.2 (8.77%)59,127.65 (18.26%)69,233.5 (38.47%)88,442.6 (76.89%)
84,555.92 (5.69%)87,014.72 (8.77%)94,604.24 (18.26%)1,10,773.6 (38.47%)1,41,508.16 (76.89%)
1,05,694.9 (5.69%)1,08,768.4 (8.77%)1,18,255.3 (18.26%)1,38,467 (38.47%)1,76,885.2 (76.89%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS10.88%
  • HDFC Bank Ltd8.78%
  • Days T Bill8.07%
  • Reliance Industries Ltd5.50%
  • ICICI Bank Ltd4.90%
  • Infosys Ltd3.89%
  • Axis Bank Ltd3.74%
  • Central Government Securities2.65%
  • Hindustan UniLever Ltd2.29%
  • Tata Motors Ltd2.27%
  • Larsen & Toubro Ltd2.04%
  • Small Industries Development Bank of India2.03%
  • Bajaj Finance Ltd1.90%
  • Margin Money For Derivatives1.86%
  • Multi Commodity Exchange of India Ltd1.70%
  • Maruti Suzuki India Ltd1.46%
  • State Bank of India1.37%
  • Tata Motors Ltd DVR1.37%
  • National Bank for Agricultural & Rural Development1.35%
  • Power Finance Corporation Ltd1.35%
  • TD Power Systems Ltd1.33%
  • NIIT Learning Systems Ltd1.33%
  • Sun Pharmaceutical Industries Ltd1.31%
  • Alkem Laboratories Ltd1.28%
  • United Breweries Ltd1.22%
  • Dr Reddys Laboratories Ltd1.19%
  • Tech Mahindra Ltd1.18%
  • ICRA Ltd1.17%
  • The Federal Bank Ltd1.08%
  • Johnson Controls Hitachi AirConditioning India Ltd1.06%
  • Triveni Turbine Ltd1.06%
  • Tata Steel Ltd0.92%
  • FSN E Commerce Ventures Ltd NYKAA0.88%
  • Mankind Pharma Ltd0.86%
  • Hindustan Petroleum Corporation Ltd0.84%
  • Cholamandalam Investment and Finance Company Ltd0.82%
  • IndusInd Bank Ltd0.74%
  • Force Motors Ltd0.74%
  • Ultratech Cement Ltd0.72%
  • Interglobe Aviation Ltd0.69%
  • Polycab India Ltd0.67%
  • Ashok Leyland Ltd0.66%
  • Aurobindo Pharma Ltd0.65%
  • Titan Company Ltd0.60%
  • Bank of Baroda0.59%
  • Canara Bank0.57%
  • Info Edge India Ltd0.56%
  • Tata Technologies Ltd0.56%
  • Cipla Ltd0.51%
  • Dalmia Cement Bharat Ltd0.49%
  • Sterling and Wilson Renewable Energy Ltd0.44%
  • Clean Science & Technology Ltd0.42%
  • Metro Brands Ltd0.38%
  • CE Info Systems Private Limited0.37%
  • ITC Ltd0.31%
  • Tata Consultancy Services Ltd0.30%
  • United Spirits Ltd0.28%
  • ACC Ltd0.26%
  • NTPC LTD0.24%
  • ABB India Ltd0.24%
  • JSW Steel Ltd0.23%
  • TATA Consumer Products Ltd0.23%
  • DOMS Industries Ltd0.17%
  • Maharashtra State Development Loan0.14%
  • Jio Financial Services Ltd0.11%
  • Indian Railway Finance Corporation Ltd0.07%
  • Ambuja Cements Ltd0.06%
  • Asian Paints Ltd0.06%
  • BEML Land and Assets Ltd0.02%
  • Britannia Industries Ltd0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

HYBRID

Moderately High

9.74%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

8.48%

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

HYBRID

Moderately High

8.22%

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

HYBRID

Moderate

7.82%

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

HYBRID

Moderate

7.81%

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

HYBRID

Moderately High

7.80%

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

HYBRID

Low to Moderate

5.48%

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

HYBRID

Moderately High

5.41%

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

HYBRID

Moderate

5.40%

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

HYBRID

Low to Moderate

4.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Moderately High

18.23%

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

HYBRID

Moderately High

17.92%

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

HYBRID

Moderately High

16.37%

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

HYBRID

Moderate

15.33%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

14.91%

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

HYBRID

Moderate

14.49%

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

HYBRID

Moderately High

13.51%

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

HYBRID

Moderately High

12.67%

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

HYBRID

Moderate

12.57%

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

HYBRID

Low to Moderate

8.64%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

12.12%

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

HYBRID

Moderately High

11.96%

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

HYBRID

Moderately High

10.79%

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

HYBRID

Moderately High

10.53%

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

HYBRID

Moderately High

9.39%

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

HYBRID

Moderate

9.06%

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

HYBRID

Low to Moderate

8.78%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.89%

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

HYBRID

Moderate

7.43%

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

HYBRID

Moderate

7.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Moderately High

11.70%

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

HYBRID

Moderately High

11.33%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

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

HYBRID

Moderate

9.92%

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

HYBRID

Moderately High

9.30%

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

HYBRID

Moderate

8.82%

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

HYBRID

Moderately High

8.51%

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

HYBRID

Moderate

8.32%

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

HYBRID

Low to Moderate

7.76%

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

HYBRID

Low to Moderate

7.62%

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