Sundaram Equity Savings Fund Growth
AllocationEquity Savings
72.07
0.18(0.25%)
NAV as on 12 Dec, 2025
CAGR
10.98%
- AUM (Crs.)1,201.14
- Expense Ratio2.14 %
- Sharpe Ratio / Category Average0.83 / 0.72
- Standard Deviation / Category Average5.11 / 4.36
- Beta / Category Average-
- Portfolio Turnover / Category Average518.26 / 299.04
- Top 5 Stocks Wt.71.81
- Top 10 Stocks Wt.97.79
- Top 3 Sectors Wt.49.79
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDwijendra Srivastava, Clyton Fernandes, Rohit Seksaria
- Launch Date23 May, 2002
- BenchmarkS&P BSE 500
Objective
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.
Riskometer
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