Submit

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

Fund House: Sundaram Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 05-01-2013
Asset Class:
Benchmark: NIFTY Equity Savings TRI
TER: 2.17% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,051.39 Cr As on 31-12-2024(Source:AMFI)
Turn over: 453% | Exit Load: Nil
NAV as on 20-01-2025

67.2288

0.1 (0.1526%)

CAGR Since Inception

8.34%

Benchmark: 9.88%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years 0 Months
6 Years 5 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 5.55
Sharpe Ratio 0.58
Alpha 2.04
Beta 1.01
Yield to Maturity 6.93
Average Maturity 5.02

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 11.68 13.46 9.7 10.34 8.15
HSBC Equity Savings Fund - Regular Growth 01-01-2013 19.46 18.85 12.58 12.66 8.88
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 13.21 15.12 8.89 9.04 -
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 05-10-2014 11.92 12.82 9.31 10.5 8.62
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 11.7 11.8 9.18 9.62 -
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 10.37 11.58 8.05 9.03 7.07
LIC MF Equity Savings Fund-Regular Plan-Growth 01-01-2013 10.03 11.25 7.81 8.73 6.65
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 10.03 13.18 10.72 10.86 9.19
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 10.02 12.29 9.0 11.28 -
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth 25-07-2019 9.51 11.71 8.54 8.88 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.25%

Others

28.8%

Large Cap

53.45%

Mid Cap

10.77%

Scheme Documents

There are no scheme documents available

Feedback
Notification