Sundaram Asset Management Company Limited

Sundaram Equity Savings Fund- Growth Option

HybridEquity Savings Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return2.9%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.34%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees422.5
  • NAVRupees51.7

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Capital Appreciation And Income Distribution To The Investors By Using Equity And Equity Related Instruments, Arbitrage Opportunities, Andinvestments In Debt And Money Market Instruments.However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized Or That Income Will Be Generated And The Scheme Does Not Assure Or Guarantee Any Returns.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
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  • TREPS 6.7
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  • 364 Days - T Bill - 19/01/2023* 4.7
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  • Margin Money For Derivatives 3.6
  • 5.22% Central Government Securities 15/06/2025 3.4
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  • Sectors %
  • Banks25.1
  • Govt-Sec11.9
  • Cash/Deposits/Margins/Treps/Repo/Swaps10.1
  • Internet and Technology9
  • Finance8.5

Fund House