Sundaram Equity Savings Fund (Old) Growth Return

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  • 1Y
  • 3Y
  • 5Y
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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

Sundaram Equity Savings Fund (Old) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.540.23126.02
6M3.322.34126.02
1Y8.084.97126.02
3Y7.5614.79126.02

Portfolio Analysis

  • Equity: 73.01%
  • Debt: 26.99%
  • Others
As on: 2021-11-30
View allocation % by

1. Housing Development Finance Corporation Ltd5.89%
2. ICICI Bank Ltd4.98%
3. HDFC Bank Ltd2.84%
4. Axis Bank Ltd2.34%
5. State Bank of India1.78%
6. Bajaj Finserv Ltd1.09%
7. LIC Housing Finance Ltd0.94%
8. Kotak Mahindra Bank Ltd0.88%
9. The Federal Bank Ltd0.83%
10. HDFC Life Insurance Company Ltd0.70%
11. SBI Life Insurance Company Ltd0.44%
12. Max Financial Services Ltd0.42%
13. Shriram Transport Finance Company Ltd0.40%
14. Bank of Baroda0.27%
15. ICICI Prudential Life Insurance Company Ltd0.17%

1. Hindustan UniLever Ltd6.85%
2. United Spirits Ltd2.47%
3. TATA Consumer Products Ltd2.06%

1. Tech Mahindra Ltd4.40%
2. Infosys Ltd3.28%
3. Tata Consultancy Services Ltd1.42%
4. HCL Technologies Ltd0.51%
5. Wipro Ltd0.44%

1. Reliance Industries Ltd5.40%
2. Bharat Petroleum Corporation Ltd0.52%
3. Hindustan Petroleum Corporation Ltd0.37%
4. GAIL (IndiLtd0.27%

1. Embassy Office Parks(REIT)2.53%
2. Power Grid Infrastructure Investment Trust(InvIT)1.14%

1. Jindal Steel & Power Ltd1.84%
2. Hindalco Industries Ltd0.81%
3. Tata Steel Ltd0.58%

1. ITC Ltd2.72%

1. Bharti Airtel Ltd2.46%
2. Bharti Airtel Ltd - Partly Paid Right Shares0.10%

1. Larsen & Toubro Ltd2.30%

1. Lupin Ltd1.00%
2. Divi's Laboratories Ltd0.50%
3. Sun Pharmaceutical Industries Ltd0.48%
4. Gland Pharma Ltd0.23%

1. Bajaj Auto Ltd0.67%
2. Mahindra & Mahindra Ltd0.56%
3. Tata Motors Ltd0.33%
4. Hero MotoCorp Ltd0.33%

1. Ultratech Cement Ltd0.80%
2. The Ramco Cements Ltd0.42%
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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 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.

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 NameRatingsAUMExpense Ratio
Franklin India Equity Savings Fund Growth2594 CR1.62
Union Equity Savings Fund Growth1114 CR2.55
Sundaram Equity Savings Fund (Old) Growth4157 CR2.43
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundFranklin India Equity Savings Fund Growth3.790822.3668
This FundUnion Equity Savings Fund Growth3.738922.7528
This FundSundaram Equity Savings Fund (Old) Growth8.076524.4414
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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%
Returns of Sundaram Equity Savings Fund (Old) Growth are updated daily based on NAV of ₹ 12.4984 as on Dec 31,2021. Since inception, the return has been 24.44%.

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.