Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Investment Information

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₹77.9 (-0.43%)
Current NAV 20-12-2024
14.8%
Returns
Min. SIP ₹200000

Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment 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."

Basic Details

Key Information About Investing Details.

CategoryEquity Savings
KRAKARVY
Inv. PlanGrowth
Launched In02-Jan-13
BenchmarkNIFTY Equity Savings TRI
Fund TypeOpen Ended
Fund HouseSundaram Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size989.56 Cr.
Min. Investment₹100
Min. Sip Inv.₹200000
Min. Addl Inv.₹100
Expense Ratio0.61%
Turn over%
Exit LoadSundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Dwijendra Srivastava

Fund Manage : 14

Total AUM. : ₹14,140 Cr.

Sudhir Kedia

Fund Manage : 8

Total AUM. : ₹10,423 Cr.

Rohit Seksaria

Fund Manage : 15

Total AUM. : ₹0 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCSundaram Mutual Fund
Emaildhirent@sundarammutual.com
Office No 044-28583362/3367
Websitehttps://www.sundarammutual.com
Address Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014

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Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.