Sundaram Equity Savings - Direct Plan - Growth Option
Hybrid
Direct
Equity Savings
NAV: ₹ 72.35 as on 02-05-2024
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
- Sundaram Equity Savings - Direct Plan - Growth Option has ₹773 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Fund Performance
462 people have invested ₹ 68.8L in Sundaram Equity Savings - Direct Plan - Growth Option in the last three months
Overview
 | 0.55% |
 Benchmark | NIFTY Equity Savings TR INR |
 | ₹773 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 | 0% |
 | No Lock-in |
 TurnOver | 393.58% |
Sundaram Equity Savings - Direct Plan - Growth Option Distribution as on (31-Mar-24)
Size breakup
Large cap
49.1%
Mid cap
12.2%
Small cap
6.1%
Sector Allocation
Financial Services
37.6%
Consumer Cyclical
12.6%
Energy
11.3%
Tech
9.8%
Industrial
9.3%
Health
7.4%
Consumer Defensive
6.6%
Basic Materials
4.2%
Communication
0.8%
Utilities
0.4%
Top Holdings of Sundaram Equity Savings - Direct Plan - Growth Option as on (30-Apr-24)
Equity Holdings60
Debt Holdings11
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 7.25% | 2.8% | |
 Reliance Industries Ltd | 6.93% | 0% | |
 ICICI Bank Ltd | 5.1% | 0% | |
 Infosys Ltd | 3.59% | 0% | |
 Axis Bank Ltd | 3.37% | 0% |
See all
Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 741.6 Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Mutual Fund Insights
In the last 5 years, this fund has outperformed all funds in its category.
Over the last 6 months, this fund has experienced a 18.5% growth in AUM moving from 652.46 Cr to 773.21 Cr.
This fund has one of the lowest expense ratio in the category (equity savings). Its expense ratio is 0.55% which is lower than the category average expense ratio of 1.06%.
In the last 3 years, this fund has outperformed all funds in its category.
In the last 1 year, HSBC Equity Savings Direct Plan Growth Plan has given 24.32% return, outperforming this fund by 1.46%.
Peer Analysis
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Equity Savings - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Sudhir Kedia
Fund Manager of Sundaram Equity Savings - Direct Plan - Growth Option, since 29 October 2019
Top funds managed
Rohit Seksaria
Fund Manager of Sundaram Equity Savings - Direct Plan - Growth Option, since 1 January 2022
Top funds managed
Sundaram Equity Savings - Direct Plan - Growth Option Highlights
Moderately High risk
Investors understand that their principal will be at Moderately High risk
About the fund
This fund has delivered an average annual returns of 10.14% since inception which is more than its category average return of 8.05%
Fund Allocations
This fund has an allocation of 38.79% in Equity, 13.76% in Debt and 47.45% in Cash related instruments
AUM size ₹773 Cr
This fund has AUM of ₹773 Cr which is less than its category average of ₹ 1220 Cr
Expense Ratio 0.55%
This fund has an expense ratio of 0.55% which is less than its category average expense ratio of 1.16%
Frequently Asked Questions
The current NAV of Sundaram Equity Savings - Direct Plan - Growth Option is ₹72.35 as on 02-May-2024.
Existing (Absolute + CAGR) as on 02-May-2024.
Sundaram Equity Savings - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 2.46% | 2.46% |
6 Month Returns | 12.78% | 12.78% |
1 Year Returns | 22.87% | 22.87% |
3 Years Returns | 51.65% | 14.89% |
5 Years Returns | 90.39% | 13.74% |
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.
0.55% as on April 2024
₹773 Cr as on April 2024
HDFC Bank Ltd(7.25%), Reliance Industries Ltd(6.93%), ICICI Bank Ltd(5.1%), Sundaram Liquid Dir Gr(4.53%), Infosys Ltd(3.59%) as on April 2024
Cash Equivalent(46.35%), Financial Services(14.47%), Government(10.82%) as on April 2024
AAA | 100 |
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria 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%