Sundaram Equity Savings Fund (Old) Growth Return
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Showing Funds Performance since Sep 07, 2020
Sundaram Equity Savings Fund (Old) Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹158 Cr
Lock In Period
N/A
Expense Ratio
2.43
Exit Load
Nil
Benchmark
Nifty Equity Savings Total Return
Summary
Sundaram Equity Savings Fund (Old) Growth NAV is ₹12.4984 as of 3 Jun, 2026. Sundaram Equity Savings Fund (Old) Growth has delivered 24.44% returns since its launch. The minimum SIP investment amount in Sundaram Equity Savings Fund (Old) Growth is ₹100. The AUM of Sundaram Equity Savings Fund (Old) Growth is ₹158 Cr. The expense ratio of the fund is 2.43%, and its benchmark is Nifty Equity Savings Total Return. The current exit load of the fund is Nil. In the last 1M months, Sundaram Equity Savings Fund (Old) Growth has delivered 0.54% returns.
Sundaram Equity Savings Fund (Old) Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.54 | 1.60 | 126.76 |
| 6M | 3.32 | -0.15 | 126.76 |
| 1Y | 8.08 | 4.94 | 126.76 |
| 3Y | 7.56 | 23.13 | 126.76 |
Portfolio Analysis
- Equity: 73.01%
- Debt: 26.99%
- Others
As on: 2021-11-30
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About Fund Sundaram Equity Savings Fund (Old) Growth
Sundaram Equity Savings Fund (Old) Growth managed by Sundaram Mutual Fund,is a Equity - Hybridscheme 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.
Fund Managers
S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| LIC MF Balanced Advantage Fund Growth | 1 | 681.03 CR | 2.34 |
| PGIM India Balanced Advantage Fund Growth | 1 | 829.61 CR | 2.35 |
| Sundaram Equity Savings Fund (Old) Growth | 4 | 157.58 CR | 2.43 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Balanced Advantage Fund Growth | -3.4749 | 22.7777 |
| This FundPGIM India Balanced Advantage Fund Growth | -1.5905 | 23.8532 |
| 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 |
Sundaram Equity Savings Fund (Old) Growth 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 : 0.54%
- 6 Months : 3.32%
- 1 Year : 8.08%
- 3 Years : 7.56%
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.
