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

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

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Category: Hybrid: Equity Savings
Launch Date: 05-01-2013
Asset Class:
Benchmark: NIFTY Equity Savings TRI
Expense Ratio: 2.22% As on (31-01-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 716.33 Cr As on (31-01-2024)
Turn over: 430
NAV as on 01-03-2024

61.8464

0.21 (0.3402%)

CAGR Since Inception

8.28%

NIFTY Equity Savings TRI 9.48%

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

Scheme Performance (%) Data as on - 01-03-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 19.58 10.39 10.04 8.67 8.28
Benchmark - - - - -
Hybrid: Equity Savings 16.48 9.25 9.45 8.42 8.24

Yearly Performance (%)

Nav Movement

Fund Managers

Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria

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.

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 5.53 1.0 1.55 0.87 7.06 1.11
Hybrid: Equity Savings - - - - - -

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

Period
Data as on - 01-03-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 05-01-2013 19.58 11.58 10.39 10.04 8.67
HSBC Equity Savings Fund - Regular Growth 01-01-2013 21.82 11.92 11.71 10.73 9.64
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 20.79 11.35 10.47 11.13 0.0
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth 05-02-2017 19.35 10.72 10.6 11.69 0.0
Axis Equity Saver Fund - Regular Plan - Growth 01-08-2015 19.02 10.02 9.64 10.0 0.0
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 18.93 12.51 11.59 10.87 0.0
HDFC Equity Savings Fund - GROWTH PLAN 05-09-2004 18.92 12.08 11.48 10.95 10.25
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 18.68 12.46 11.29 10.58 0.0
Invesco India Equity Savings Fund - Regular Plan - Growth 15-02-2019 18.62 9.48 8.19 0.0 0.0
Mirae Asset Equity Savings Fund- Regular Plan- Growth 15-12-2018 18.55 11.1 10.49 12.01 0.0

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

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300