Apr 23, 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 (IDCW-H) | 2.06 | 1.48 | 9.06 | 10.94 |
| Benchmark - Crisil MIP Blended Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 2.11 | 1.92 | 8.41 | 9.39 |
| Category Rank | 5/5 | 3/5 | 4/5 | 4/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| AXIS Equity Savings Fund (IDCW-M) | 11.8900 | 0.34 | 8.52 | 10.04 | 12.06 | 940.08 | 2.26 | 500.00 | invest |
| AXIS Equity Savings Fund (G) | 21.7600 | 0.32 | 8.53 | 9.80 | 11.90 | 940.08 | 2.26 | 500.00 | invest |
| AXIS Equity Savings Fund (IDCW) | 12.5300 | 0.32 | 8.54 | 10.27 | 12.21 | 940.08 | 2.26 | 500.00 | invest |
| LIC MF Equity Savings Fund - Regular (G) | 27.0365 | 0.31 | 9.41 | 8.95 | 10.97 | 19.12 | 0.00 | 5,000.00 | invest |
| DSP Equity Savings Fund - Regular (IDCW-M) | 14.1660 | 0.03 | 11.93 | 10.36 | 13.04 | 2,517.21 | 0.00 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Reliance Industr | Mar 31, 2025 | 86.90 | 8.90 | 6.25 |
|
| Equity-Bharti Airtel | Mar 31, 2025 | 84.51 | 8.66 | 71.06 |
|
| Govt. Securities-GSEC2034 | Mar 31, 2025 | 67.12 | 6.88 | 1.10 |
|
| Equity-Infosys | Mar 31, 2025 | 55.08 | 5.64 | -6.94 |
|
| Equity-ICICI Bank | Mar 31, 2025 | 31.98 | 3.28 | -11.11 |
|
| Equity-HDFC Bank | Mar 31, 2025 | 28.34 | 2.90 | 5.53 |
|
| Reverse Repo-TREPS | Mar 31, 2025 | 27.46 | 2.81 | -24.63 |
|
| Equity-Maruti Suzuki | Mar 31, 2025 | 26.85 | 2.75 | -3.55 |
|
| Corporate Debts-LIC Housing Fin. | Mar 31, 2025 | 24.65 | 2.53 | 0.56 |
|
| T Bills-TBILL-364D | Mar 31, 2025 | 23.90 | 2.45 | 0.61 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
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...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Equity Savings Fund (IDCW-H) |
| 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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