Riskometer
Riskometer
Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Equity Savings Fund
|
Moderately High
|
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2.28 |
|||
Low to Moderate
|
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0.99 |
||||
Moderately High
|
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2.02 |
||||
Moderate
|
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1.97 |
||||
Moderately High
|
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1.19 |
Sundaram Equity Savings Fund invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Equity Savings Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Equity Savings Fund is ₹57.4843 as of 03-Oct-2023.
The AUM of Sundaram Equity Savings Fund Fund is ₹588 Cr as of 31-Aug-2023
The riskometer level of Sundaram Equity Savings Fund is Moderately High. See More
Company | Percentage of Portfolio |
---|---|
7.51
|
|
4.94
|
|
4.05
|
|
3.29
|
|
3.07
|
As of 31-Aug-2023, Sundaram Equity Savings Fund had invested 46.5% in Equity, 42.39% in Cash & Cash Eq. and 11.11% in Debt See More
Sundaram Equity Savings Fund is 21 years 4 months old. It has delivered 8.08% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
13.47%
|
11.80%
|
8.51%
|
8.06%
|
8.22%
|
8.08%
|
The minimum SIP amount of Sundaram Equity Savings Fund is ₹100.
No, There is no lock in period in Sundaram Equity Savings Fund.
The expense ratio of Sundaram Equity Savings Fund is 2.28%.
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