Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout

Hybrid Generate Income and create wealth

 Equity Savings
Category Rank
Rating
It portfolio quality is below average and poor as compared to other funds on the category
Its expense ratio is higher than most other funds in the category
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
NAV

								15.8584

							(25/09/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                14.31
	                                
	                                16.03

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Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout

Item: Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout
Rating: 2
Author: RankMF

Hybrid

Equity Savings

Generate Income and create wealth

Rank

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

NAV

15.8584
(25/09/2023)

Time to Invest

Rating

It portfolio quality is below average and poor as compared to other funds on the category
Its expense ratio is higher than most other funds in the category

	L 52Wk H
14.31		16.03

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Investment Objective

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 andinvestments in debt and money market instruments.However there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns. .

Category
Hybrid - Equity Savings
Benchmark
NIFTY 50 Equity Savings Index
Returns
Absolute
1M
0.91%
3M
5.26%
6M
12.45%
 Annualised
1Y
11.35%
3Y
14.51%
5Y
10.15%

Historical NAV

NAV for scheme Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) -Quarterly Income Distribution CUM Capital Withdrawal is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

587.60 Cr

Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout AUM is 32% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - NIL

Lock In Period - NIL

Expense Ratio

2.28%

Turnover Ratio

394.00%

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SUNDARAM EQUITY SAVINGS FUND - REGULAR IDCW QUARTERLY PAYOUT

Rating

NAV

15.8584 (25/09/2023)

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 27th September 2023. 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. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout

Average Return (XIRR p.a.)

Get upto 0.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

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Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout

Overview

Nav

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Sundaram Mutual Funds

Mutual Funds

Sundaram Equity Savings Fund - Regular Idcw Quarterly Payout

Overview

Nav

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top Sundaram Mutual Funds

Mutual Funds

Timer STP

Invest Now

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