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Partner With Us NRI

Apr 16, 2024


Category

Hybrid

AUM (Cr.)

773.21

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.21

Sharpe Ratio

34.26

Beta Ratio

0.00

Fund Manager

Sudhir Kedia

Inception Date

Jun 03, 2002

Risk Level

Moderate

Investment Objective

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Equity Savings Fund (IDCW-Q) 2.04 8.3 20.01 12.54 11 8.48
Benchmark - Crisil MIP Blended Index 0 0 0 0 0 0
Category Average - BEST HYBRID PERFORMERS 1.44 7.41 15.96 9.61 8.92 8.3
Category Rank 4/5 4/5 4/5 4/5 4/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Equity Savings Fund (G) 29.2223 0.05 22.43 12.34 10.32 230.16 1.51 5,000.00 invest
HSBC Equity Savings Fund (IDCW-M) 14.6026 0.05 22.41 12.33 10.17 230.16 1.51 5,000.00 invest
HSBC Equity Savings Fund (IDCW-Q) 15.5426 0.05 22.43 11.68 10.19 230.16 1.51 5,000.00 invest
Nippon India Equity Savings Fund (IDCW) 12.5864 0.05 11.47 8.93 2.70 407.21 1.67 5,000.00 invest
AXIS Equity Saver Fund (IDCW-Q) 12.2800 -0.24 20.35 10.35 9.51 902.05 2.28 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
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-Tata Motors Mar 31, 2024 21.22 2.74 12.28
Equity-Infosys Mar 31, 2024 27.73 3.59 -9.81
Equity-Axis Bank Mar 31, 2024 26.08 3.37 -1.92
Equity-HDFC Bank Mar 31, 2024 56.09 7.25 1.74
Equity-ICICI Bank Mar 31, 2024 39.45 5.10 6.34
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

latest news

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...

Apr 12, 2024 09:21

Sundaram MF Announces change in scheme name

Sundaram Mutual Fund has announced change in scheme name under the followin...

Mar 29, 2024 15:46

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Two schemes

Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...

Mar 21, 2024 09:12

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under Five schemes

Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...

Mar 20, 2024 09:56

Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...

Mar 15, 2024 09:44

Sundaram Mutual Fund Announces quarterly & Half Yearly IDCW under its schemes

Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...

Mar 14, 2024 09:21

SCHEME DETAILS

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
Email : dhirent:sundarammutual.com
Website : www.sundarammutual.com