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Sundaram Equity Savings Fund - Direct Plan

The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity. However, there can be no assurance that the investment objective of the Scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• Income and Capital Growth over a medium term investment horizon

• Investment primarily in debt/money market securities with exposure in equity & equity related instruments including equity derivatives.

Fund Info

Scheme Class	Hybrid
Scheme Category	Equity Savings
Expense Ratio	0.65%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 334
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 1,000

Benchmark Type

Crisil MIP Blended Index

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Top 10 Holdings

Company	Holding Type	Asset(%)
Cash Offset For Derivatives	Cash - Future Offset	30
Margin Money For Derivatives	Cash - Collateral	10
Treps	Cash - Repurchase Agreement	7
Future on Asian Paints Ltd	Equity - Future	4
Asian Paints Ltd	Equity	4
5.22% Govt Stock 2025	Bond - Gov't Treasury	4
Future on Tech Mahindra Ltd	Equity - Future	4
Tech Mahindra Ltd	Equity	4
Ashok Leyland Ltd	Equity	4
ICICI Bank Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	70
Cash - Future Offset	30
Equity - Future	30
Cash - Collateral	10
Cash - Repurchase Agreement	9

Sector Allocation(%)

Sector	Percent
Cash - Future Offset	30
Equity - Future	30
Financial Services	21
Technology	11
Cash - Collateral	10

Fund Manager

Rohit Seksaria

0+ years of experience

Sudhir Kedia

2+ years of experience

Dwijendra Srivastava

0+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m