Sundaram Equity Savings Fund-Growth
Hybrid
Equity Savings
₹-0.02% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1003 Cr
- Created on4 May 2002
Fund Ranking
#12
/ 21 in Equity Savings
Risk Level
Moderate
Moderate
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Returns
Trailing Return
Rolling Return
- 6 Month2.2%
- 1 Year-0.3%
- 3 Year (CAGR)7.2%
- All Time (CAGR)8.0%
Category Return
- 6 Month3.6%
- 1 Year3.2%
- 3 Year (CAGR)7.8%
- All Time (CAGR)7.8%
Asset Allocation
- Equity37.0%
- Debt12.4%
- Real Estate1.5%
- Other49.0%
Top 5 Holdings
Top 5 Sectors
- Amara Raja Energy & Mobility0.45%
- Aurobindo Pharma0.62%
- Aurobindo Pharma-0.63%
- Bajaj Finance2.39%
- Bajaj Finance-1.33%
Fund Information
- Expense Ratio2.79%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.39 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 6.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00