Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Hybrid Generate Income and create wealth
Equity Savings
Category Rank
Sundaram  Equity Savings Fund -  Regular  Idcw Quarterly Reinvestment
Rating
Fund
Time to Invest
Sundaram  Equity Savings Fund -  Regular  Idcw Quarterly Reinvestment
NAV
14.5109
(25/05/2022)
L 52Wk H
14.38
15.84
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Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment

Hybrid
Equity Savings
Generate Income and create wealth
Rank Sundaram  Equity Savings Fund -  Regular  Idcw Quarterly Reinvestment
Fund
NAV
14.5109
(25/05/2022)
Time to Invest
Sundaram  Equity Savings Fund -  Regular  Idcw Quarterly Reinvestment
Rating
L 52Wk H
14.38
15.84
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
-2.74%
3M
-1.71%
6M
-3.47%
Annualised
1Y
8.43%
3Y
10.48%
5Y
8.46%
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

Sundaram  Equity Savings Fund -  Regular  Idcw Quarterly Reinvestment

AUM

333.79 Cr
Sundaram Equity Savings Fund - Regular Idcw Quarterly Reinvestment AUM is 53% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - NIL
Lock In Period - NIL

Expense Ratio

2.51%

Turnover Ratio

425.00%