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
Expense Ratio: 2.38% As on (31-05-2022)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 374.43 Cr As on (31-05-2022)
Turn over: 452% | Exit Load: Nil

48.7723

8.19%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
-3 Years -3 Months
7 Years 10 Months
8 Years 9 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

Volatility
Sharp Ratio 0.5
Alpha -0.49
Beta 1.11
Yield to Maturity 4.94
Average Maturity 0.67

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 4.84 15.4 10.27 8.19 7.89
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 5.89 11.47 6.94 7.06 -
Kotak Equity Savings Fund - Regular - Growth 11-10-2014 5.41 11.5 8.29 7.87 -
UTI Equity Savings Fund - Regular Plan - Growth Option 30-08-2018 3.65 13.03 7.87 - -
PGIM India Equity Savings Fund - Growth Option 29-01-2004 3.35 11.76 6.7 6.58 8.03
Tata Equity Savings Fund -Regular Plan-Growth Option 26-04-1997 3.25 10.62 6.55 5.79 7.2
L&T Equity Savings Fund - Regular Plan - Growth 18-10-2011 2.94 15.64 8.24 6.55 7.96
HDFC Equity Savings Fund - GROWTH PLAN 05-09-2004 2.73 14.75 7.82 7.08 8.96
DSP Equity Savings Fund - Regular Plan - Growth 28-03-2016 2.54 13.07 7.4 6.4 -
IDFC Equity Savings Fund - Regular Plan - Growth 09-06-2008 2.48 9.17 6.1 5.7 6.56

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.92%

Others

35.09%

Large Cap

45.81%

Mid Cap

14.15%

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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