Fund Overview

NAV (09 Dec 24)

₹ 68.38

AUM (in Cr)

₹ 989.56

5 Years CAGR

% 13.23

Risk Level 

Moderate

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Equity Savings Fund (Growth Accum)
1.65
1.14
6.11
15.18
10.56
13.23
Nifty Equity Savings Index
0.72
1.07
5.62
12.12
9.48
10.25
Equity Savings
1.07
4.27
7.59
15.89
9.35
10.83

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To generate regular income through investments in fixed income securities so as to make periodical income distribution to the Unitholders and also to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments.

Expense Ratio
% 2.51
Benchmark
Nifty Equity Savings Index
AUM
₹ 989.56
Inception Date
23 May 2002
Turnover Ratio
% 63.90
Exit Load
0.50% for redemptions within seven days of investment.
Asset Class
Hybrid
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