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 |
| TER: 2.18% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,037.71 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 453% | Exit Load: Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment.If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged |
70.8368
0.13 (0.1818%)
8.42%
Benchmark: 9.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
-5 Years 0 Months
6 Years 5 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments
Current Asset Allocation (%)
Indicators
| Standard Deviation | 5.66 |
| Sharpe Ratio | 1.03 |
| Alpha | 1.14 |
| Beta | 1.05 |
| Yield to Maturity | 6.93 |
| Average Maturity | 5.02 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.75%
Others
29.5%
Others
1.43%
Large Cap
56.56%
Mid Cap
6.75%
