Sundaram Equity Savings Fund-Growth
Hybrid
Equity Savings
₹-0.16% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1065 Cr
- Created on4 May 2002
Fund Ranking
#8
/ 21 in Equity Savings
Risk Level
Moderate
Returns
Trailing Return
Rolling Return
- 6 Month-3.5%
- 1 Year-1.4%
- 3 Year (CAGR)8.6%
- All Time (CAGR)8.0%
Category Return
- 6 Month-0.5%
- 1 Year2.2%
- 3 Year (CAGR)8.3%
- All Time (CAGR)-
Asset Allocation
- Equity34.8%
- Debt12.6%
- Other52.7%
Top 5 Holdings
Top 5 Sectors
- Adani Enterprises-0.25%
- Amara Raja Energy & Mobility0.52%
- Bosch Home Comfort India1.12%
- Apollo Hospitals Enterprise0.72%
- ABB India0.31%
Fund Information
- Expense Ratio2.35%
- Exit LoadExit load of 0.5% if redeemed within 7 days.
- Lock-In PeriodNo Lock-In
Managed By
Dwijendra Srivastava
Jan 2022 - Present
Sudhir Kedia
Jan 2022 - Present
Rohit Seksaria
Jan 2022 - Present
Clyton Richard Fernandes
June 2025 - Present
Kumaresh Ramakrishnan
June 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.49 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 6.21 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00