Sundaram Equity Savings Fund - Direct Growth
-
NAV
75.90
as on 28 Feb 2025
-
₹-0.51 (-0.67%)
Last Change
-
11.65%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.75%
Expense Ratio -
1,067 Cr
Fund Size -
12 Years
Fund Age
Returns and Ranks ( as on 28 Feb 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 8.78%
- 11.65%
- 14.28%
- 9.83
- 3.26Alpha
- 1.62SD
- 0.40Beta
- 0.85Sharpe
- Exit Load
- 0.5% if redeemed within 7 days Nil if redeemed after 7 days
- Tax implication
- Equity:- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year. Debt:- Returns are taxed as per your Income Tax slab. Hybrid:-Returns are taxed as per your Income Tax slab.
Sudhir Kedia
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Hybrid
- Equity Savings
- Fund Size (Cr.) - ₹ 1067
-
- Hybrid
- Equity Savings
- Fund Size (Cr.) - ₹ 646
-
- Hybrid
- Equity Savings
- Fund Size (Cr.) - ₹ 783
-
- Hybrid
- Equity Savings
- Fund Size (Cr.) - ₹ 572
-
- Hybrid
- Equity Savings
- Fund Size (Cr.) - ₹ 5584
Sundaram Mutual Fund
- AUM :
- 68,692Cr
- Address :
- Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
- Contact :
- +91044-2858 3362/3367
- Email ID :
- customerservices@sundarammutual.com
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 11638
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1386
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 908
-
- Equity
- ELSS
- AUM - ₹ 22
-
- Equity
- ELSS
- AUM - ₹ 33
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1518
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,667
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 4,600
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,673
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 63,297
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,348
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in Sundaram Equity Savings Fund - Direct Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Equity Savings Fund - Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Sundaram Equity Savings Fund - Direct Growth has delivered 10.31% since inception
The NAV of Sundaram Equity Savings Fund - Direct Growth is ₹75.1648 as of 28 Feb 2025
The expense ratio of Sundaram Equity Savings Fund - Direct Growth is % as of 28 Feb 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Sundaram Equity Savings Fund - Direct Growth 848.56 CR as of 28 Feb 2025
The minimum SIP amount of Sundaram Equity Savings Fund - Direct Growth is 100
The top stock holdings of Sundaram Equity Savings Fund - Direct Growth are
- Reliance Industr - 8.08%
- GSEC2034 - 6.24%
- Bharti Airtel - 5.02%
- Infosys - 4.59%
- Axis Bank - 3.52%
The top sectors Sundaram Equity Savings Fund - Direct Growth has invested in are
- Banks - 23.37%
- Debt - 14.71%
- Automobiles - 8.33%
- Petroleum Products - 7.05%
- IT-Software - 5.88%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Sundaram Equity Savings Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Sundaram Equity Savings Fund - Direct Growth based on your investment objective and risk tolerance