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

Sundaram Equity Savings - Direct Plan - Growth Option

Compare
Hybrid
Direct
Equity Savings

NAV: ₹ 58 as on 03-02-2023

Fund Performance
zero opening, trading, fund transfer fee
109 people have invested ₹ 5.2L in mutual fund in the last three months

Fund Insights

Insights icon

In the last 1 year, Kotak Equity Savings Fund Direct Growth has given 6.78% return, outperforming this fund by 2.61%

Insights icon

In the last 3 years, this fund has outperformed all funds in its category

Insights icon

In the last 5 years, this fund has outperformed all funds in its category

Fund Performance as on (01-Jan-70)

Return
1M
3M
6M
1Y
3Y
5Y
This Fund
-0.8%
-0.5%
3.4%
4.2%
14.1%
10%
Benchmark
-0.3%
0.2%
2.3%
2.3%
8.6%
6.8%
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, Sudhir Kedia, Rohit Seksaria. This fund gives you the benefit of diversification.

Key parameters

1) Sundaram Equity Savings - Direct Plan - Growth Option has a NAV of 57.9513 as on 03-02-2023.

2) Sundaram Equity Savings - Direct Plan - Growth Option has 423 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.

3) The fund has an expense ratio 0.54 %.

Fund Overview

Expense ratio
Expense ratio
0.54%
Benchmark
Benchmark
NIFTY Equity Savings TR INR
AUM
AUM
₹423 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 (31-Dec-22)

  • Equity 46.6%
  • Debt & Cash 53.4%
Size breakup
Large cap
49.1%
Mid cap
12.2%
Small cap
6.1%

Sector Allocation

Dec'22

Nov'22

Oct'22

Financial Services

46.1%

Tech

13.8%

Industrial

12.1%

Consumer Cyclical

12.1%

Consumer Defensive

5.9%

Basic Materials

5.1%

Health

2%

Energy

1.6%

Real Estate

1.3%

Top Holdings as on (31-Dec-69)

  • Equity
  • Debt & Cash
Equity Holdings71
Debt Holdings15
Holdings
Weight%
Holdings Trend
1M Change
HDFC Bank Ltd
HDFC Bank Ltd
8.03%
0%
ICICI Bank Ltd
ICICI Bank Ltd
6.61%
0%
Infosys Ltd
Infosys Ltd
4.14%
0.1%
Future on Tech Mahindra Ltd
Future on Tech Mahindra Ltd
3.2%
0%
Tech Mahindra Ltd
Tech Mahindra Ltd
3.19%
0%

What changed

in last one month
  • Scheme
  • Portfolio
AUM increased by 3.5 Cr in last 1M
Dec'69 return outperformed benchmark

Change in AUM

Dec'22
₹ 422.6 Cr
Nov'22
₹ 419.1 Cr
Oct'22
₹ 406.9 Cr

Fund Returns vs Benchmark

Jan'23
3.50%
3.06%
Dec'22
-1.00%
-0.71%
Nov'22
2.50%
1.52%
Fund Return
Benchmark Return

Concentration Analysis as on (31-Dec-22)

Fund
Dec'22
Nov'22
Oct'22
No of Holdings
86
90
91
Top 5 Company Concentration
25.1%
26.3%
26.2%
Company having highest exposure
HDFC Bank Ltd (8%)
HDFC Bank Ltd (8%)
HDFC Bank Ltd (7.7%)
No of Sectors
12
12
12
Top 5 Sectors Concentration
85.8%
86%
85%
Sector having highest exposure
Cash Equivalent (44.8%)
Cash Equivalent (47.2%)
Cash Equivalent (45.5%)

Fund Manager

Dwijendra Srivastava

Dwijendra Srivastava

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
Rohit Seksaria

Rohit Seksaria

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

AMC details

Fund House
Sundaram Asset Management Company Ltd
Total AUM
₹43.48K Cr
as on 31-Dec-2022
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Phone
+914428583362/3367
Email
rahulm@sundarammutual.com

Fund Highlights

Risk meter
pointer

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 9.04% since inception which is more than its category average return of 7.3%
Fund Allocations

Fund Allocations

This fund has an allocation of 46.64% in Equity, 8.6% in Debt and 44.75% in Cash related instruments
AUM size ₹423 Cr

AUM size ₹423 Cr

This fund has AUM of ₹423 Cr which is less than its category average of ₹ 783 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 57.95 as on 03-Feb-2023.
Existing (Absolute + CAGR)
Sundaram Equity Savings - Direct Plan - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
-0.79%
-0.79%
6 Month Returns
3.4%
3.4%
1 Year Returns
4.17%
4.17%
3 Years Returns
48.45%
14.08%
5 Years Returns
61.1%
10.01%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.54 as on January 2023
423 Cr as on January 2023
HDFC Bank Ltd(8.03%),ICICI Bank Ltd(6.61%),Infosys Ltd(4.14%),Tech Mahindra Ltd(3.19%),Ashok Leyland Ltd(3.12%) as on January 2023
Cash Equivalent(44.79%),Financial Services(21.51%),Government(7.4%) as on January 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%

Mutual Fund execution provided by

Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.