Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Item: Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment
Rating: 4
Author: RankMF

Hybrid Generate Income and create wealth

 Equity Savings
Category Rank
Rating
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes
Fund
Fund sahi hai
Time to Invest
NAV

								15.1993

							(02/06/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                14.28
	                                
	                                15.53

to know what your Friends are Investing !

Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Hybrid

Equity Savings

Generate Income and create wealth

Rank

Fund

Fund sahi hai

NAV

15.1993
(02/06/2023)

Time to Invest

Rating

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

	L 52Wk H
14.28		15.53

Connect to Facebook

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
2.31%
3M
4.35%
6M
1.92%
 Annualised
1Y
8.53%
3Y
14.64%
5Y
8.89%

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

422.89 Cr

Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment AUM is 39% lower than other schemes in the category

Load

Entry Load - NIL

Exit Load - NIL

Lock In Period - NIL

Expense Ratio

2.32%

Turnover Ratio

390.00%

Top Ranked Funds

Tata equity
Savings fund
Regular plan...

It holds a relatively good and strong portfolio
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Axis equity
Saver fund
Regular plan...

It holds a relatively good and strong portfolio
It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Tata equity
Savings fund
Regular plan...

It holds a relatively good and strong portfolio
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Tata equity
Savings fund
Regular plan...

It holds a relatively good and strong portfolio
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Dsp equity
Savings fund
- reg...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Pgim india
Equity savings
Fund -...

It holds a relatively good and strong portfolio
Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Top Sundaram Mutual Funds

Sundaram balanced
Advantage fund
- regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category
It has the one of the lowest expense ratio's in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Sundaram arbitrage
Fund
- regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Arbitrage i.e. Risk Free Equity Funds

Get low returns from low risk equity exposure

Invest Now

Sundaram liquid
Fund
- regular...

The fund has relatively higher yeild(expected return) as compared to other funds in the category
The fund has low sensitivity to interest rate fluctuations as compared to others funds in the category

Fund sahi hai

Debt

Very Short Term Liquid Debt assets

Earn interest on cash balances

Invest Now

Sundaram balanced
Advantage fund
- regular...

Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Sundaram arbitrage
Fund
- regular...

It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Arbitrage i.e. Risk Free Equity Funds

Get low returns from low risk equity exposure

Invest Now

Sundaram balanced
Advantage fund
- regular...

Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category

Fund sahi hai

Hybrid

Mix of Stocks, Fixed Income and Other instruments

Generate Income and create wealth

Invest Now

Mutual Funds

360 ONE Mutual Fund

Aditya Birla Sun Life Mutual Fund

Axis Mutual Fund

Bandhan Mutual Fund

Bank of India Mutual Fund

Baroda BNP Paribas Mutual Fund

Canara Robeco Mutual Fund

DSP Mutual Fund

Edelweiss Mutual Fund

Franklin Templeton Mutual Fund

Groww Mutual Fund

HDFC Mutual Fund

HSBC Mutual Fund

ICICI Prudential Mutual Fund

IDBI Mutual Fund

Invesco Mutual Fund

ITI Mutual Fund

JM Financial Mutual Fund

Kotak Mahindra Mutual Fund

LIC Mutual Fund

Mahindra Manulife Mutual Fund

Mirae Asset Mutual Fund

Motilal Oswal Mutual Fund

Navi Mutual Fund

Nippon India Mutual Fund

NJ Mutual Fund

PGIM India Mutual Fund

WhiteOak Capital Mutual Fund

Invest Now

SUNDARAM EQUITY SAVINGS FUND - REGULAR IDCW QUARTERLY REINVESTMENT

Rating

NAV

15.1993 (02/06/2023)

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 5th June 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 Reinvestment

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 Reinvestment

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

Account Opening is FREE,
paperless & takes less than 5 minutes!

Sign up today

don't have a samco account? sign up now.

Name*

Email*

Mobile*

Already A SAMCO Customer?

Use your registered email ID or SAMCO Client ID for login

Registered email ID or SAMCO client ID

Application or SAMCO STAR Password

Forgot password ?

Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Top Ranked Funds

Top Sundaram Mutual Funds

Mutual Funds

Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Top Ranked Funds

Top Sundaram Mutual Funds

Mutual Funds

Timer STP

Invest Now

Order Details

Order Details

Processing your order info...

Please wait...

Order Processing

Please wait while you're being redirected to your bank page...

Invest Now

Invest Now

Invest Now

Bank Detail

Mandate Form

Input your UPI ID

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Enter the amount for Mandate/Auto Debit Facility

Upload mandate

Upload mandate

Upload mandate

Upload mandate

Pick a mandate type

Pick a mandate type

Processing your info

Processing your info

Pick a mandate type

Account Opening is FREE, paperless & takes less than 5 minutes!

Sign up today

Already A SAMCO Customer?

Buy Scheme

Transaction Mode

Are you sure you want to select transaction mode as ?

App Update Required!

Enhanced the application for better user experience

Account Opening is FREE,
paperless & takes less than 5 minutes!