Sundaram Equity Savings Fund (Qtr Div) does not yet have a 5-year performance history.
The average return for Equity Savings funds is 44.96% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.16% | 0.69% |
| 2 Year Return | 16.21% | 9.26% |
| 3 Year Return | 21.74% | 20.16% |
| 4 Year Return | 38.08% | 33.12% |
| 5 Year Return | 34.58% | 44.96% |
| 6 Year Return | 36.39% | 64.25% |
| 7 Year Return | 35.88% | 77.49% |
| Expense Ratio | 0.00% | - |
AMC: SUNDARAM
Category: Hybrid • Equity Savings
Launch Date: 23 May 2002
Fund Manager: Mr. Clyton Richard Fernandes
Minimum Purchase: ₹100
Exit Load:
Lock-in: 0
Risk: Moderate Risk
Sundaram Equity Savings Fund (Qtr Div) is managed by SUNDARAM and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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