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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹158 Cr
Lock In Period
N/A
Expense Ratio
2.43
Benchmark
Nifty Equity Savings Total Return
Exit Load
Nil
Summary
Latest details for Sundaram Equity Savings Fund (Old) Growth include a ₹12.4984 NAV as of Dec 31,2021 and returns since inception of 24.44%. Minimum investments start at SIP ₹100. The Sundaram Equity Savings Fund (Old) Growth AUM is ₹158 Cr, with a lock-in of N/A years, expense ratio of 2.43%, and benchmark Nifty Equity Savings Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
- Others
As on: 2021-11-30
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About Fund
Sundaram Equity Savings Fund (Old) Growth managed by Sundaram Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹158 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.43. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Equity Savings Fund Growth | 3 | 67.41 CR | 1.32 |
| This FundSundaram Equity Savings Fund (Old) Growth | 3 | 157.58 CR | 2.43 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Equity Savings Fund Growth | 5.8197 | 22.8856 |
| This FundSundaram Equity Savings Fund (Old) Growth | 8.0765 | 24.4414 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
FAQs
Sundaram Equity Savings Fund (Old) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Equity Savings Fund (Old) Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Equity Savings Fund (Old) Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Equity Savings Fund (Old) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Equity Savings Fund (Old) Growth is ₹158 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Equity Savings Fund (Old) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500