SUNDARAM Equity Savings Fund - Direct Plan Growth
SUNDARAM Equity Savings Fund - Direct Plan Growth

SUNDARAM Equity Savings Fund - Direct Plan Growth

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Hybrid
Direct
Equity Savings

NAV: ₹ 56.8 as on 24-03-2023

Fund Performance
zero opening, trading, fund transfer fee
102 people have invested ₹ 4.2L in mutual fund in the last three months

Fund Insights

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In the last 1 year, Kotak Equity Savings Fund Direct Growth has given 6.25% return, outperforming Sundaram Equity Savings - Direct Plan - Growth Option by 2.54%

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In the last 3 years, Mahindra Manulife Equity Savings Fund Direct Growth has given 19.42% return, outperforming Sundaram Equity Savings - Direct Plan - Growth Option by 1.23% per annum

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In the last 5 years, Sundaram Equity Savings - Direct Plan - Growth Option has outperformed all funds in its category

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Sundaram Equity Savings - Direct Plan - Growth Option has one of the lowest expense ratio in the category (equity savings). Its expense ratio is 0.54% which is lower than the category average expense ratio of 1.18%

Sundaram Equity Savings - Direct Plan - Growth Option Performance as on (24-Mar-23)

Return
1M
3M
6M
1Y
3Y
5Y
Sundaram Equity Savings - Direct Plan - Growth Option
-1.1%
-0.6%
-0.1%
3.7%
18.2%
9.8%
Equity Savings Index
-0.7%
-0.4%
0.4%
2.2%
14.1%
6.7%

About the Fund

Sundaram Equity Savings - Direct Plan - Growth Option is a hybrid fund. This fund was started on  1 January, 2013. The fund is managed by Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia. This fund gives you the benefit of diversification.

Key parameters

1) Sundaram Equity Savings - Direct Plan - Growth Option has a NAV of 56.7983 as on 24-03-2023.

2) Sundaram Equity Savings - Direct Plan - Growth Option has 415 Cr worth of assets under management (AUM) as on 31-01-2023 and is less than category average.

3) The fund has an expense ratio 0.54 %.

Sundaram Equity Savings - Direct Plan - Growth Option Overview

Expense ratio
Expense ratio
0.54%
Benchmark
Benchmark
NIFTY Equity Savings TR INR
AUM
AUM
₹415 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
0%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
436.13%

Fund Distribution as on (28-Feb-23)

  • Equity 46.1%

  • Debt & Cash 53.9%

Size breakup

Large cap
49.1%
Mid cap
12.2%
Small cap
6.1%

Sector Allocation

Feb'23

Jan'23

Dec'22

Financial Services

44.5%

Tech

16.1%

Consumer Cyclical

11.9%

Industrial

11.7%

Consumer Defensive

5.3%

Basic Materials

4.9%

Energy

2.4%

Health

1.9%

Real Estate

1.3%

Top Holdings of Sundaram Equity Savings - Direct Plan - Growth Option as on (28-Feb-23)

  • Equity

Equity Holdings55

Sundaram Equity Savings - Direct Plan - Growth Option: Monthly Changes Updates

All changes are between Dec'22 and Feb'23

Fund Performance

Feb'23
Jan'23
Dec'22
Fund Returns
-0.70%
-0.34%
-1.00%
Equity Savings Index
-0.32%
-0.48%
-0.88%
  • This fund’s returns stands at -0.70% whereas the fund’s underlying benchmark Equity Savings Index returns stands at -0.32% as on Feb'23
  • This fund underperformed Equity Savings Index by 0.37% in Feb'23

AUM Change

Parameters
Feb'23
Jan'23
Dec'22
AUM
₹ 415.1 Cr
₹ 417.9 Cr
₹ 422.6 Cr
  • AUM of the fund stands at 415.1 Cr as of Feb'23
  • AUM decreased by 2.8 Cr between Feb'23 and Jan'23

Fund Portfolio Changes

Top Stocks bought last month
Max Financial Services Ltd's allocation increased from 0.85% to 1.06%
Max Financial Services Ltd's allocation increased from 0.85% to 1.06%
Polycab India Ltd's allocation increased from 1.34% to 1.54%
Polycab India Ltd's allocation increased from 1.34% to 1.54%
IndusInd Bank Ltd's allocation increased from 1.44% to 1.63%
IndusInd Bank Ltd's allocation increased from 1.44% to 1.63%
Top Stocks sold last month
HDFC Bank Ltd's allocation decreased from 8.03 % to 8 %
HDFC Bank Ltd's allocation decreased from 8.03 % to 8 %
ICICI Bank Ltd's allocation decreased from 6.61 % to 6.25 %
ICICI Bank Ltd's allocation decreased from 6.61 % to 6.25 %
State Bank of India's allocation decreased from 2.97 % to 2.71 %
State Bank of India's allocation decreased from 2.97 % to 2.71 %

Top 3 Sectors in February were Financial Services, Government & Tech

Feb'23
Financial Services
44%
Government
18%
Tech
16%
Jan'23
Financial Services
46%
Government
22%
Tech
14%

Sundaram Equity Savings - Direct Plan - Growth Option Fund Manager

Dwijendra Srivastava

Dwijendra Srivastava

Fund Manager of Sundaram Equity Savings - Direct Plan - Growth Option, since 1 January 2022
Rohit Seksaria

Rohit Seksaria

Fund Manager of Sundaram Equity Savings - Direct Plan - Growth Option, since 1 January 2022
Sudhir Kedia

Sudhir Kedia

Fund Manager of Sundaram Equity Savings - Direct Plan - Growth Option, since 29 October 2019

Fund Highlights

Risk meter
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Moderately High risk

Investors understand that their principal will be at Moderately High risk
About the fund

About the fund

This fund has delivered an average annual returns of 8.7% since inception which is more than its category average return of 7.02%
Fund Allocations

Fund Allocations

This fund has an allocation of 46.08% in Equity, 10.97% in Debt and 42.95% in Cash related instruments
AUM size ₹415 Cr

AUM size ₹415 Cr

This fund has AUM of ₹415 Cr which is less than its category average of ₹ 770 Cr
Expense Ratio 0.54%

Expense Ratio 0.54%

This fund has an expense ratio of 0.54% which is less than its category average expense ratio of 1.22%

Frequently Asked Questions

The current NAV of Sundaram Equity Savings - Direct Plan - Growth Option is 56.94 as on 21-Mar-2023.
Existing (Absolute + CAGR)
Sundaram Equity Savings - Direct Plan - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
-1.63%
-1.63%
6 Month Returns
-0.97%
-0.97%
1 Year Returns
3.95%
3.95%
3 Years Returns
58.97%
16.71%
5 Years Returns
59.79%
9.83%
With INDmoney, the process of investing is very simple and involves zero commission.
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  • Select your bank account and proceed with Payment.
0.54 as on February 2023
415 Cr as on February 2023
HDFC Bank Ltd(8.03%),ICICI Bank Ltd(6.46%),Infosys Ltd(4.77%),Tech Mahindra Ltd(3.51%),Ashok Leyland Ltd(3.22%) as on February 2023
Cash Equivalent(43.07%),Financial Services(20.5%),Government(9.67%) as on February 2023
AAA
100
Dwijendra Srivastava,Rohit Seksaria,Sudhir Kedia are the fund managers of Sundaram Equity Savings - Direct Plan - Growth Option
The Exit load of Sundaram Equity Savings - Direct Plan - Growth Option is 0%