Jun 06, 2023
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) | 2.63 | 2.39 | 9.52 | 14.52 |
| Benchmark - Crisil MIP Blended Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 2.02 | 2.9 | 8.73 | 11.44 |
| Category Rank | 4/5 | 3/5 | 4/5 | 4/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| SBI Equity Savings Fund (G) | 18.5980 | 0.33 | 9.67 | 13.14 | 8.24 | 2,256.46 | 1.19 | 1,000.00 | invest |
| DSP Equity Savings Fund - Regular (G) | 17.2630 | 0.20 | 8.72 | 12.42 | 7.06 | 555.84 | 0.00 | 100.00 | invest |
| Kotak Equity Savings Fund (G) | 20.3716 | 0.18 | 10.42 | 11.87 | 8.61 | 2,171.46 | 2.04 | 5,000.00 | invest |
| AXIS Equity Saver Fund (G) | 17.5000 | 0.17 | 8.09 | 11.48 | 7.57 | 939.82 | 2.20 | 500.00 | invest |
| HDFC Equity Savings Fund (IDCW) | 11.9350 | -76.69 | 9.76 | 13.85 | 8.07 | 2,568.53 | 2.05 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Reverse Repo-Reverse Repo | Apr 30, 2023 | 54.83 | 12.96 | 836.37 |
|
| Equity-HDFC Bank | Apr 30, 2023 | 35.17 | 8.32 | 4.85 |
|
| T Bills-TBILL-364D | Apr 30, 2023 | 29.72 | 7.03 | 0.58 |
|
| Equity-ICICI Bank | Apr 30, 2023 | 27.78 | 6.57 | 4.61 |
|
| Equity-Infosys | Apr 30, 2023 | 20.78 | 4.91 | -3.93 |
|
| Equity-H D F C | Apr 30, 2023 | 15.85 | 3.75 | 28.16 |
|
| Govt. Securities-GSEC2025 | Apr 30, 2023 | 14.51 | 3.43 | 0.55 |
|
| Equity-Tech Mahindra | Apr 30, 2023 | 13.57 | 3.21 | -7.09 |
|
| Equity-Hind. Unilever | Apr 30, 2023 | 11.91 | 2.82 | -4.02 |
|
| Equity-St Bk of India | Apr 30, 2023 | 11.83 | 2.80 | 10.41 |
|
Sundaram Mutual Fund has announced 17 May 2023 as the record date for the d...
Sundaram Mutual Fund has announced 17 April 2023 as the record date for the...
Sundaram Mutual Fund has announced 24 March 2023 as the record date for the...
Sundaram Mutual Fund has announced 14 March 2023 as the record date for the...
Sundaram Mutual Fund has announced 10 March 2023 as the record date for the...
Sundaram Mutual Fund has announced 08 March 2023 as the record date for the...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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