Jan 13, 2025
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 (G) | -2.52 | 1.18 | 10.24 | 9.16 |
| Benchmark - Crisil MIP Blended Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | -2.17 | 0.8 | 8.51 | 7.85 |
| Category Rank | 3/5 | 3/5 | 4/5 | 4/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Equity Savings Fund (B) | 23.6102 | 0.08 | 0.00 | 0.00 | 0.00 | 560.91 | 1.59 | 100.00 | invest |
| Nippon India Equity Savings Fund-(G) (SP 1) | 0.2885 | 0.00 | 0.00 | 0.00 | 0.00 | 25.81 | 0.00 | 5,000.00 | invest |
| Nippon India Equity Savings Fund-(IDCW) (SP 1) | 0.2471 | 0.00 | 0.00 | 0.00 | 0.00 | 25.81 | 0.00 | 5,000.00 | invest |
| Nippon India Equity Savings Fund-(IDCW-M) (SP 1) | 0.2437 | 0.00 | 0.00 | 0.00 | 0.00 | 25.81 | 0.00 | 5,000.00 | invest |
| HSBC Equity Savings Fund (IDCW-M) | 15.3633 | -2.93 | 17.09 | 11.67 | 12.17 | 583.31 | 1.51 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Govt. Securities-GSEC2034 | Nov 30, 2024 | 66.41 | 6.61 | 0.39 |
|
| Reverse Repo-TREPS | Nov 30, 2024 | 64.41 | 6.41 | 75.16 |
|
| Equity-Reliance Industr | Nov 30, 2024 | 60.67 | 6.04 | 9.88 |
|
| Equity-Bharti Airtel | Nov 30, 2024 | 52.55 | 5.23 | 9.26 |
|
| Certificate of Deposits-Bank of Baroda | Nov 30, 2024 | 49.95 | 4.97 | 0.58 |
|
| Certificate of Deposits-Punjab Natl.Bank | Nov 30, 2024 | 49.82 | 4.96 | 0.59 |
|
| Equity-Axis Bank | Nov 30, 2024 | 41.39 | 4.12 | -1.84 |
|
| Equity-Infosys | Nov 30, 2024 | 39.67 | 3.95 | 10.05 |
|
| Equity-ICICI Bank | Nov 30, 2024 | 29.38 | 2.92 | 0.61 |
|
| Equity-IndusInd Bank | Nov 30, 2024 | 25.59 | 2.55 | 4.51 |
|
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Equity Savings Fund (G) |
| 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 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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