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Sundaram Equity Savings Fund Growth
NAV (Apr 22,2024)
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 Ratio31.89
- P/B Ratio5.30
- Alpha0
- Beta0
- Sharpe0.21
- Sortino0.35
Fund Overview
2.21%
0%
No Lock-in
₹ 773.20 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 23, 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 | ₹ 10,377.61 (3.78%) | ₹ 10,883.31 (8.83%) | ₹ 12,035.68 (20.36%) | ₹ 14,395.18 (43.95%) | ₹ 17,379.12 (73.79%) |
₹ 30,000 | ₹ 31,132.83 (3.78%) | ₹ 32,649.93 (8.83%) | ₹ 36,107.04 (20.36%) | ₹ 43,185.54 (43.95%) | ₹ 52,137.36 (73.79%) |
₹ 50,000 | ₹ 51,888.05 (3.78%) | ₹ 54,416.55 (8.83%) | ₹ 60,178.4 (20.36%) | ₹ 71,975.9 (43.95%) | ₹ 86,895.6 (73.79%) |
₹ 80,000 | ₹ 83,020.88 (3.78%) | ₹ 87,066.48 (8.83%) | ₹ 96,285.44 (20.36%) | ₹ 1,15,161.44 (43.95%) | ₹ 1,39,032.96 (73.79%) |
₹ 1,00,000 | ₹ 1,03,776.1 (3.78%) | ₹ 1,08,833.1 (8.83%) | ₹ 1,20,356.8 (20.36%) | ₹ 1,43,951.8 (43.95%) | ₹ 1,73,791.2 (73.79%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS9.48%
- HDFC Bank Ltd7.25%
- Reliance Industries Ltd6.93%
- ICICI Bank Ltd5.10%
- Sundaram Liquid Fund Direct Growth4.53%
- Central Government Securities4.49%
- Infosys Ltd3.59%
- Axis Bank Ltd3.37%
- Days T Bill3.07%
- Tata Motors Ltd2.74%
- Larsen & Toubro Ltd2.70%
- National Bank for Agriculture & Rural Development2.59%
- Small Industries Development Bank of India1.93%
- Hindustan UniLever Ltd1.84%
- Bajaj Finance Ltd1.78%
- Margin Money For Derivatives1.76%
- IndusInd Bank Ltd1.67%
- Tata Motors Ltd DVR1.64%
- Maruti Suzuki India Ltd1.53%
- State Bank of India1.52%
- TD Power Systems Ltd1.44%
- Sun Pharmaceutical Industries Ltd1.38%
- NIIT Learning Systems Ltd1.32%
- Power Finance Corporation Ltd1.28%
- Dr Reddys Laboratories Ltd1.19%
- Force Motors Ltd1.17%
- Tech Mahindra Ltd1.10%
- Multi Commodity Exchange of India Ltd1.04%
- Tata Steel Ltd0.98%
- Hindustan Petroleum Corporation Ltd0.95%
- Mankind Pharma Ltd0.94%
- Triveni Turbine Ltd0.92%
- ICRA Ltd0.92%
- Johnson Controls Hitachi AirConditioning India Ltd0.86%
- The Federal Bank Ltd0.86%
- Interglobe Aviation Ltd0.78%
- Cummins India Ltd0.78%
- United Breweries Ltd0.76%
- Cholamandalam Investment and Finance Company Ltd0.72%
- Canara Bank0.71%
- Bank of Baroda0.64%
- Ultratech Cement Ltd0.63%
- Union Bank of India0.63%
- Aurobindo Pharma Ltd0.62%
- Titan Company Ltd0.59%
- Cipla Ltd0.58%
- Info Edge India Ltd0.58%
- Alkem Laboratories Ltd0.51%
- Sterling and Wilson Renewable Energy Ltd0.51%
- Kesoram Industries Ltd0.50%
- Tata Technologies Ltd0.46%
- Adani Ports and Special Economic Zone Ltd0.40%
- Dalmia Cement Bharat Ltd0.40%
- Clean Science & Technology Ltd0.34%
- CE Info Systems Private Limited0.34%
- ABB India Ltd0.31%
- Tata Consultancy Services Ltd0.29%
- ACC Ltd0.28%
- ITC Ltd0.27%
- United Spirits Ltd0.27%
- NTPC LTD0.25%
- JSW Steel Ltd0.21%
- DOMS Industries Ltd0.20%
- Jio Financial Services Ltd0.16%
- Zomato Ltd0.13%
- Maharashtra State Development Loan0.13%
- Ambuja Cements Ltd0.07%
- Asian Paints Ltd0.04%
- BEML Land and Assets Ltd0.02%
- Britannia Industries Ltd0.00%
- Bank - Private18.26%
- Miscellaneous11.24%
- Refineries7.87%
- IT - Software7.09%
- Bank - Public3.51%
- Finance - NBFC2.66%
- Electric Equipment1.75%
- Ratings0.92%
- Air Conditioners0.86%
- Airlines0.78%
- Diesel Engines0.78%
- Diamond & Jewellery0.59%
- BPO/ITeS0.58%
- Port0.40%
- Chemicals0.34%
- Cigarettes/Tobacco0.27%
- e-Commerce0.13%
- Paints0.04%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
HSBC Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 11.04% |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 9.46% |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.07% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 8.66% |
Edelweiss Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.82% |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 7.52% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 6.94% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 5.68% |
DSP Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 5.41% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 4.63% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 20.60% |
Axis Equity Saver Fund - Regular Plan - Growth | HYBRID | Moderately High | 18.20% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 18.08% |
UTI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 17.79% |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 17.54% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 13.51% |
Franklin India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 13.47% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 11.08% |
Bandhan Equity Savings Fund - Regular Plan - Growth | HYBRID | Low to Moderate | 10.50% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 9.25% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 11.96% |
UTI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 11.77% |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 11.56% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 9.16% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 8.19% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.81% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 7.77% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.43% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 7.20% |
Bandhan Equity Savings Fund - Regular Plan - Growth | HYBRID | Low to Moderate | 6.95% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Kotak Equity Savings Fund - Growth | HYBRID | Moderately High | 10.60% |
HDFC Equity Savings Fund - Growth | HYBRID | Moderately High | 10.21% |
UTI Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 10.19% |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.54% |
LIC MF Equity Savings Fund - Growth | HYBRID | Moderately High | 8.51% |
Tata Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderately High | 8.50% |
Union Equity Savings Fund - Regular Plan - Growth | HYBRID | Moderate | 8.32% |
ICICI Prudential Equity Savings Fund - Cumulative | HYBRID | Moderate | 7.93% |
Bandhan Equity Savings Fund - Regular Plan - Growth | HYBRID | Low to Moderate | 7.62% |
PGIM India Equity Savings Fund - Growth | HYBRID | Low to Moderate | 7.22% |
Fund Managers
Mr. Sudhir KediaFund Manager
Mr. Rohit Seksaria
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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