Sundaram Equity Savings Fund - Regular (IDCW)

Sundaram Equity Savings Fund - Regular (IDCW)

ModerateEquityHybrid
Not Rated
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Scheme Details

2.44%

Expense Ratio

₹158 cr

Fund Size

₹100

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
8.08%
7.56%
N/A%
7.54%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram Equity Savings Fund - Regular (IDCW)
8.08%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
Derivatives
10.64%
H D F C
7.82%
Hind. Unilever
6.85%
GSEC2025
6.33%
Reliance Industr
5.4%

Fund Manager

D
Dwijendra Srivastava
S
S Krishnakumar
S
S Bharath
S
S Bharath
R
Rohit Seksaria