Apr 18, 2024
The scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Equity Savings Fund (IDCW-Q) | 1.89 | 8.48 | 20.03 | 12.54 |
| Benchmark - Crisil MIP Blended Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 1.32 | 7.43 | 16.1 | 9.58 |
| Category Rank | 4/5 | 4/5 | 4/5 | 4/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HSBC Equity Savings Fund (G) | 29.2964 | 0.25 | 22.78 | 12.43 | 10.39 | 230.16 | 1.51 | 5,000.00 | invest |
| HSBC Equity Savings Fund (IDCW-Q) | 15.5820 | 0.25 | 22.78 | 11.77 | 10.26 | 230.16 | 1.51 | 5,000.00 | invest |
| HSBC Equity Savings Fund (IDCW-M) | 14.6396 | 0.25 | 22.76 | 12.43 | 10.24 | 230.16 | 1.51 | 5,000.00 | invest |
| ICICI Pru Equity Savings Fund - Reg (IDCW-Q) | 12.8400 | 0.08 | 28.12 | 13.51 | 10.95 | 9,663.46 | 0.97 | 5,000.00 | invest |
| LIC MF Equity Savings Fund - Regular (IDCW-M) | 19.3248 | -0.26 | 15.75 | 8.24 | 8.35 | 14.64 | 0.00 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Tata Motors | Mar 31, 2024 | 21.22 | 2.74 | 12.28 |
|
| Equity-Larsen & Toubro | Mar 31, 2024 | 20.87 | 2.70 | 41.30 |
|
| Equity-Reliance Industr | Mar 31, 2024 | 53.56 | 6.93 | 4.15 |
|
| Equity-Infosys | Mar 31, 2024 | 27.73 | 3.59 | -9.81 |
|
| Equity-ICICI Bank | Mar 31, 2024 | 39.45 | 5.10 | 6.34 |
|
| Equity-Axis Bank | Mar 31, 2024 | 26.08 | 3.37 | -1.92 |
|
| Equity-HDFC Bank | Mar 31, 2024 | 56.09 | 7.25 | 1.74 |
|
| Indian Mutual Funds-Sundaram Liquid Fund - Direct | Mar 31, 2024 | 35.04 | 4.53 | 0.00 |
|
| T Bills-TBILL-364D | Mar 31, 2024 | 23.73 | 3.07 | 139.55 |
|
| Reverse Repo-TREPS | Mar 31, 2024 | 73.32 | 9.48 | -0.91 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Equity Savings Fund (IDCW-Q) |
| Contact Persone | : | Sudhir Kedia |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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