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Home Mf Research Sundaram Equity Savings Fund Regular Plan
SUNDARAM MUTUAL FUND

SUNDARAM EQUITY SAVINGS FUND - REGULAR PLAN

Hybrid Hybrid Equity Saving
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • SI
NAV (as on 2021-12-31)
50.09 0.57%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
Since Inception 2021-12-30 ₹1,000.00 ₹1,005.68
0.57 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
HDFC Bank Ltd Banks Equity 7.8
Reliance Industries Ltd Petroleum Products Equity 6.2
Infosys Ltd It - Software Equity 4.3
Bharti Airtel Ltd Telecom - Services Equity 4.1
IndusInd Bank Ltd Banks Equity 3.8
Tata Motors Ltd Automobiles Equity 2.8
Axis Bank Ltd Banks Equity 2.8
Maruti Suzuki India Ltd Automobiles Equity 2.5
Bajaj Finance Ltd Finance Equity 2.4
Hindustan Unilever Ltd Diversified Fmcg Equity 2.1
TD Power Systems Ltd Electrical Equipment Equity 1.8
Tata Motors Ltd - DVR Automobiles Equity 1.7
Johnson Controls-Hitachi Air Conditioning India Ltd Electrical Equipment Equity 1.6
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology Equity 1.5
Aurobindo Pharma Ltd Pharmaceuticals & Biotechnology Equity 1.5
ICICI Bank Ltd Banks Equity 1.5
Bharti Hexacom Ltd Telecom - Services Equity 1.4
Interglobe Aviation Ltd Transport Services Equity 1.4
Force Motors Ltd Automobiles Equity 1.3
Tech Mahindra Ltd IT - Software Equity 1.2
State Bank of India Banks Equity 1.2
Bank of Baroda Banks Equity 1.2
Larsen & Toubro Ltd Construction Equity 1.2
Dr. Reddy's Laboratories Ltd Pharmaceuticals & Biotechnology Equity 1.1
HCL Technologies Ltd IT - Software Equity 1.1
PNB Housing Finance Ltd Finance Equity 1.1
Hindalco Industries Ltd Metals & Minerals Trading Equity 1.1
Hindustan Petroleum Corporation Ltd Petroleum Products Equity 1.0
Mahindra & Mahindra Ltd Automobiles Equity 0.9
The Federal Bank Ltd Banks Equity 0.9
Triveni Turbine Ltd Electrical Equipment Equity 0.9
Cummins India Ltd Industrial Products Equity 0.9
ICRA Ltd Capital Markets Equity 0.8
Multi Commodity Exchange of India Ltd Capital Markets Equity 0.8
United Breweries Ltd Beverages Equity 0.8
Cholamandalam Investment and Finance Company Ltd Finance Equity 0.8
Kesoram Industries Ltd Industrial Products Equity 0.7
Mankind Pharma Ltd Pharmaceuticals & Biotechnology Equity 0.7
Ultratech Cement Ltd Cement & Cement Products Equity 0.7
Info Edge Ltd IT - Software Equity 0.6
HDFC Life Insurance Company Ltd Insurance Equity 0.6
Sterling and Wilson Renewable Energy Ltd Power Equity 0.6
Schaeffler India Ltd Automobiles Equity 0.6
Canara Bank Banks Equity 0.6
Cipla Ltd Pharmaceuticals & Biotechnology Equity 0.5
Titan Company Ltd Consumer Durables Equity 0.5
Adani Enterprises Diversified Metals Equity 0.5
NTPC LTD Power Equity 0.4
Adani Ports and Special Economic Zone Ltd Ports Equity 0.4
SIP Calculator
Risk Ratios
Standard Deviation
5.5
Beta
1.0
Sharpe Ratio
0.9
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Sudhir Kedia (18 years), Rohit Seksaria (22 years), Dwijendra Srivastava (22 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : hybrid
Exit load
Nil

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