Sundaram Equity Savings - Direct Plan - Growth Option
Sundaram Equity Savings - Direct Plan - Growth Option

Sundaram Equity Savings - Direct Plan - Growth Option

Hybrid
Direct
High Risk
Equity Savings

NAV: ₹ 56.1 as on 18-01-2022

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 Gurvinder Wasan, Sudhir Kedia. This fund gives you the benefit of diversification.

Key parameters

1) Sundaram Equity Savings - Direct Plan - Growth Option has a NAV of 56.0508 as on 19-Jan-2022.

2) Sundaram Equity Savings - Direct Plan - Growth Option has 125 Cr worth of assets under management (AUM) as on 19-Jan-2022 and is less than category average.

3) The fund has an expense ratio 0.85 %.

Fund Overview

Expense ratio
Expense ratio
0.85%
Benchmark
Benchmark
NIFTY Equity Savings TR INR
AUM
AUM
₹125 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹100
Exit Load
Exit Load
0%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
2214.27%

Fund Distribution

  • Equity 40.9%
  • Debt & Cash 59.1%
Size breakup
Large cap
49.1%
Mid cap
12.2%
Small cap
6.1%
Sector Allocation
Financial Services32.4%
Tech14%
Defensive13.7%
Cyclical9.7%
Industrial8.5%
Basic Materials6.3%
Energy6.2%
Communication4.8%
Health3.6%
Real Estate0.6%
Utilities0.2%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings20
Cash Offset For Derivatives
Cash Offset For Derivatives
19.2%
Cash And Other Net Current Assets^
Cash And Other Net Current Assets^
14.9%
Margin Money For Derivatives
Margin Money For Derivatives
5.8%
ICICI Bank Ltd
ICICI Bank Ltd
4.3%
Hindustan Unilever Ltd
Hindustan Unilever Ltd
3.8%
Future on Hindustan Unilever Ltd
Future on Hindustan Unilever Ltd
3.3%
5.22% Govt Stock 2025
5.22% Govt Stock 2025
3.3%
Reliance Industries Ltd
Reliance Industries Ltd
3.1%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 9.73% since inception which is more than its category average return of 8.45%
Fund Allocations

Fund Allocations

This fund has an allocation of 40.8806% in Equity, 15.15308% in Debt and 43.96632% in Cash related instruments
AUM size ₹125 Cr

AUM size ₹125 Cr

This fund has AUM of ₹125 Cr which is less than its category average of ₹ 741 Cr
Expense Ratio 0.85%

Expense Ratio 0.85%

This fund has an expense ratio of 0.85% which is less than its category average expense ratio of 1.37%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Frequently Asked Questions

What are the average returns of Sundaram Equity Savings - Direct Plan - Growth Option Fund ?

What is the current NAV of Sundaram Equity Savings - Direct Plan - Growth Option Fund?

How do I invest in Sundaram Equity Savings - Direct Plan - Growth Option Fund?

What is the expense ratio of Sundaram Equity Savings - Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of Sundaram Equity Savings - Direct Plan - Growth Option fund ?

What are the top holdings of Sundaram Equity Savings - Direct Plan - Growth Option Fund?

What are the top sectors Sundaram Equity Savings - Direct Plan - Growth Option Fund has invested in?