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SUNDARAM EQUITY SAVINGS FUND-SEGREGATED PORTFOLIO - REGULAR GROWTH - REGULAR GROWTH
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No data available
Fund info
NAV
N/A
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
N/A
N/A
Risk
N/A
SUNDARAM EQUITY SAVINGS FUND-SEGREGATED PORTFOLIO - REGULAR GROWTH - REGULAR GROWTH
Overview
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
Return Calculator
SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0
Portfolio
Allocation of Equity and Debt Asset Classes.
Equity
129%
Debt
66%
Others
-63%
Sectors Holding in SUNDARAM EQUITY SAVINGS FUND-SEGREGATED PORTFOLIO - REGULAR GROWTH - REGULAR GROWTH
Petroleum Products
27%
Telecom - Services
24%
It - Software
15%
Banks
27%
Diversified Fmcg
12%
Electrical Equipment
3%
Automobiles
6%
Construction
3%
Transport Services
3%
Pharmaceuticals & Biotechnology
3%
Consumer Durables
3%
Cement & Cement Products
3%
Non - Ferrous Metals
0%
Ferrous Metals
0%
Capital Markets
0%
Finance
0%
Healthcare Services
0%
Retailing
0%
Insurance
0%
Power
0%
Auto Components
0%
Industrial Manufacturing
0%
Transport Infrastructure
0%
Metals & Minerals Trading
0%
Realty
0%
Beverages
0%
Industrial Products
0%
Stock Future
0%
Other
66%
Companies Holding in SUNDARAM EQUITY SAVINGS FUND-SEGREGATED PORTFOLIO - REGULAR GROWTH - REGULAR GROWTH
Reliance Industries Ltd
9.23%
Bharti Airtel Ltd
8.62%
Infosys Ltd
5.22%
ICICI Bank Ltd
3.27%
Axis Bank Ltd
2.90%
HDFC Bank Ltd
2.87%
ITC Ltd
2.54%
Hindustan UniLever Ltd
2.25%
GE Vernova T And D India Ltd
1.94%
Maruti Suzuki India Ltd
1.53%
Larsen & Toubro Ltd
1.46%
Interglobe Aviation Ltd
1.39%
Force Motors Ltd
1.21%
Aurobindo Pharma Ltd
1.17%
Johnson Controls-Hitachi AirConditioning India Ltd
1.12%
State Bank Of India
1.08%
Kotak Mahindra Bank Ltd
1.08%
Ultratech Cement Ltd
1.04%
Bank Of Baroda
0.97%
Hindalco Industries Ltd
0.90%
Delhivery Ltd
0.90%
JSW Steel Ltd
0.84%
Ambuja Cements Ltd
0.84%
ICRA Ltd
0.84%
The Federal Bank Ltd
0.79%
TVS Motor Company Ltd
0.79%
Cholamandalam Investment And Finance Company Ltd
0.73%
Apollo Hospitals Enterprise Ltd
0.72%
Sun Pharmaceutical Industries Ltd
0.72%
IndusInd Bank Ltd
0.69%
Tata Motors Ltd
0.67%
Zomato Ltd
0.60%
HDFC Life Insurance Company Ltd
0.58%
NTPC LTD
0.57%
Computer Age Management Services Ltd
0.53%
Bajaj Finance Ltd
0.50%
Schaeffler India Ltd
0.48%
Dr. Reddys Laboratories Ltd
0.48%
Info Edge (India) Ltd
0.41%
Triveni Turbine Ltd
0.38%
Tata Consultancy Services Ltd
0.34%
Praj Industries Ltd
0.34%
Multi Commodity Exchange Of India Ltd
0.31%
Adani Ports And Special Economic Zone Ltd
0.31%
Dalmia Cement (Bharat) Ltd.
0.30%
Mankind Pharma Ltd
0.30%
Adani Enterprises
0.30%
SBI Life Insurance Company Ltd
0.27%
Tech Mahindra Ltd
0.27%
DLF Ltd
0.27%
United Spirits Ltd
0.26%
Mahindra & Mahindra Ltd
0.24%
APL Apollo Tubes Ltd
0.22%
Lupin Ltd
0.14%
Neuland Laboratories Ltd
0.12%
Bajaj Finserv Ltd
0.12%
Grasim Industries Ltd
0.05%
Asian Paints Ltd
0.03%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
0.01%
Titan Company Ltd
0.01%
Titan Company Limited JUN 2025
-0.01%
Indus Towers Limited JUN 2025
-0.01%
Ambuja Cements Limited JUN 2025
-0.05%
Grasim Industries Limited JUN 2025
-0.05%
Bajaj Finance Limited JUN 2025
-0.07%
Bajaj Finserv Limited JUN 2025
-0.12%
Lupin Limited JUN 2025
-0.14%
TATA Consultancy Services Limited JUN 2025
-0.15%
ICICI Bank Limited JUN 2025
-0.16%
Tata Motors Limited JUN 2025
-0.19%
UltraTech Cement Limited JUN 2025
-0.19%
Mahindra & Mahindra Limited JUN 2025
-0.24%
United Spirits Limited JUN 2025
-0.26%
DLF Limited JUN 2025
-0.27%
SBI Life Insurance Company Limited JUN 2025
-0.27%
Adani Enterprises Limited JUN 2025
-0.30%
Aurobindo Pharma Limited JUN 2025
-0.48%
NTPC Limited JUN 2025
-0.57%
HDFC Life Insurance Company Limited JUN 2025
-0.58%
Kotak Mahindra Bank Limited JUN 2025
-0.64%
Hindustan Unilever Limited JUN 2025
-0.70%
Larsen And Toubro Ltd JUN 2025
-0.76%
TVS Motor Company Limited JUN 2025
-0.79%
Interglobe Aviation Ltd JUN 2025
-0.81%
JSW Steel Limited JUN 2025
-0.85%
Hindalco Industries Limited JUN 2025
-0.91%
Bank Of Baroda JUN 2025
-0.97%
ITC Limited JUN 2025
-1.29%
Axis Bank Limited JUN 2025
-1.57%
Infosys Limited JUN 2025
-4.67%
Bharti Airtel Limited JUN 2025
-7.44%
Reliance Industries Limited JUN 2025
-8.30%
LIC Housing Finance Ltd - 6.65% - 15/02/2027
2.37%
Small Industries Development Bank Of India - 7.43% - 31/08/2026
1.44%
National Bank For Agriculture & Rural Development - 7.8% - 15/03/2027
0.97%
Power Finance Corporation Ltd - 8.03% - 02/05/2026
0.96%
Power Finance Corporation Ltd - 7.23% - 05/01/2027
0.96%
National Bank For Agriculture & Rural Development - 7.5% - 31/08/2026
0.96%
7.10% Central Government Securities 08/04/2034
6.53%
7.23% Central Government Securities 15/04/2039
1.53%
7.37% Government Securities-23/10/2028
1.50%
7.04% Central Government Securities 03/06/2029
0.50%
Canara Bank - 04/12/2025
2.31%
Export Import Bank Of India - 30/12/2025
2.30%
364 Days - T Bill - 18/12/2025
2.31%
TREPS
4.86%
Margin Money For Derivatives
1.05%
Cash And Other Net Current Assets
0.38%
Reliance Industries Ltd
9.23%
Bharti Airtel Ltd
8.62%
Infosys Ltd
5.22%
ICICI Bank Ltd
3.27%
Axis Bank Ltd
2.90%
HDFC Bank Ltd
2.87%
ITC Ltd
2.54%
Hindustan UniLever Ltd
2.25%
GE Vernova T And D India Ltd
1.94%
Maruti Suzuki India Ltd
1.53%
Larsen & Toubro Ltd
1.46%
Interglobe Aviation Ltd
1.39%
Force Motors Ltd
1.21%
Aurobindo Pharma Ltd
1.17%
Johnson Controls-Hitachi AirConditioning India Ltd
1.12%
State Bank Of India
1.08%
Kotak Mahindra Bank Ltd
1.08%
Ultratech Cement Ltd
1.04%
Bank Of Baroda
0.97%
Hindalco Industries Ltd
0.90%
Delhivery Ltd
0.90%
JSW Steel Ltd
0.84%
Ambuja Cements Ltd
0.84%
ICRA Ltd
0.84%
The Federal Bank Ltd
0.79%
TVS Motor Company Ltd
0.79%
Cholamandalam Investment And Finance Company Ltd
0.73%
Apollo Hospitals Enterprise Ltd
0.72%
Sun Pharmaceutical Industries Ltd
0.72%
IndusInd Bank Ltd
0.69%
Tata Motors Ltd
0.67%
Zomato Ltd
0.60%
HDFC Life Insurance Company Ltd
0.58%
NTPC LTD
0.57%
Computer Age Management Services Ltd
0.53%
Bajaj Finance Ltd
0.50%
Schaeffler India Ltd
0.48%
Dr. Reddys Laboratories Ltd
0.48%
Info Edge (India) Ltd
0.41%
Triveni Turbine Ltd
0.38%
Tata Consultancy Services Ltd
0.34%
Praj Industries Ltd
0.34%
Multi Commodity Exchange Of India Ltd
0.31%
Adani Ports And Special Economic Zone Ltd
0.31%
Dalmia Cement (Bharat) Ltd.
0.30%
Mankind Pharma Ltd
0.30%
Adani Enterprises
0.30%
SBI Life Insurance Company Ltd
0.27%
Tech Mahindra Ltd
0.27%
DLF Ltd
0.27%
United Spirits Ltd
0.26%
Mahindra & Mahindra Ltd
0.24%
APL Apollo Tubes Ltd
0.22%
Lupin Ltd
0.14%
Neuland Laboratories Ltd
0.12%
Bajaj Finserv Ltd
0.12%
Grasim Industries Ltd
0.05%
Asian Paints Ltd
0.03%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
0.01%
Titan Company Ltd
0.01%
Titan Company Limited JUN 2025
-0.01%
Indus Towers Limited JUN 2025
-0.01%
Ambuja Cements Limited JUN 2025
-0.05%
Grasim Industries Limited JUN 2025
-0.05%
Bajaj Finance Limited JUN 2025
-0.07%
Bajaj Finserv Limited JUN 2025
-0.12%
Lupin Limited JUN 2025
-0.14%
TATA Consultancy Services Limited JUN 2025
-0.15%
ICICI Bank Limited JUN 2025
-0.16%
Tata Motors Limited JUN 2025
-0.19%
UltraTech Cement Limited JUN 2025
-0.19%
Mahindra & Mahindra Limited JUN 2025
-0.24%
United Spirits Limited JUN 2025
-0.26%
DLF Limited JUN 2025
-0.27%
SBI Life Insurance Company Limited JUN 2025
-0.27%
Adani Enterprises Limited JUN 2025
-0.30%
Aurobindo Pharma Limited JUN 2025
-0.48%
NTPC Limited JUN 2025
-0.57%
HDFC Life Insurance Company Limited JUN 2025
-0.58%
Kotak Mahindra Bank Limited JUN 2025
-0.64%
Hindustan Unilever Limited JUN 2025
-0.70%
Larsen And Toubro Ltd JUN 2025
-0.76%
TVS Motor Company Limited JUN 2025
-0.79%
Interglobe Aviation Ltd JUN 2025
-0.81%
JSW Steel Limited JUN 2025
-0.85%
Hindalco Industries Limited JUN 2025
-0.91%
Bank Of Baroda JUN 2025
-0.97%
ITC Limited JUN 2025
-1.29%
Axis Bank Limited JUN 2025
-1.57%
Infosys Limited JUN 2025
-4.67%
Bharti Airtel Limited JUN 2025
-7.44%
Reliance Industries Limited JUN 2025
-8.30%
LIC Housing Finance Ltd - 6.65% - 15/02/2027
2.37%
Small Industries Development Bank Of India - 7.43% - 31/08/2026
1.44%
National Bank For Agriculture & Rural Development - 7.8% - 15/03/2027
0.97%
Power Finance Corporation Ltd - 8.03% - 02/05/2026
0.96%
Power Finance Corporation Ltd - 7.23% - 05/01/2027
0.96%
National Bank For Agriculture & Rural Development - 7.5% - 31/08/2026
0.96%
7.10% Central Government Securities 08/04/2034
6.53%
7.23% Central Government Securities 15/04/2039
1.53%
7.37% Government Securities-23/10/2028
1.50%
7.04% Central Government Securities 03/06/2029
0.50%
Canara Bank - 04/12/2025
2.31%
Export Import Bank Of India - 30/12/2025
2.30%
364 Days - T Bill - 18/12/2025
2.31%
TREPS
4.86%
Margin Money For Derivatives
1.05%
Cash And Other Net Current Assets
0.38%
Reliance Industries Ltd
9.23%
Bharti Airtel Ltd
8.62%
Infosys Ltd
5.22%
ICICI Bank Ltd
3.27%
Axis Bank Ltd
2.90%
HDFC Bank Ltd
2.87%
ITC Ltd
2.54%
Hindustan UniLever Ltd
2.25%
GE Vernova T And D India Ltd
1.94%
Maruti Suzuki India Ltd
1.53%
Larsen & Toubro Ltd
1.46%
Interglobe Aviation Ltd
1.39%
Force Motors Ltd
1.21%
Aurobindo Pharma Ltd
1.17%
Johnson Controls-Hitachi AirConditioning India Ltd
1.12%
State Bank Of India
1.08%
Kotak Mahindra Bank Ltd
1.08%
Ultratech Cement Ltd
1.04%
Bank Of Baroda
0.97%
Hindalco Industries Ltd
0.90%
Delhivery Ltd
0.90%
JSW Steel Ltd
0.84%
Ambuja Cements Ltd
0.84%
ICRA Ltd
0.84%
The Federal Bank Ltd
0.79%
TVS Motor Company Ltd
0.79%
Cholamandalam Investment And Finance Company Ltd
0.73%
Apollo Hospitals Enterprise Ltd
0.72%
Sun Pharmaceutical Industries Ltd
0.72%
IndusInd Bank Ltd
0.69%
Tata Motors Ltd
0.67%
Zomato Ltd
0.60%
HDFC Life Insurance Company Ltd
0.58%
NTPC LTD
0.57%
Computer Age Management Services Ltd
0.53%
Bajaj Finance Ltd
0.50%
Schaeffler India Ltd
0.48%
Dr. Reddys Laboratories Ltd
0.48%
Info Edge (India) Ltd
0.41%
Triveni Turbine Ltd
0.38%
Tata Consultancy Services Ltd
0.34%
Praj Industries Ltd
0.34%
Multi Commodity Exchange Of India Ltd
0.31%
Adani Ports And Special Economic Zone Ltd
0.31%
Dalmia Cement (Bharat) Ltd.
0.30%
Mankind Pharma Ltd
0.30%
Adani Enterprises
0.30%
SBI Life Insurance Company Ltd
0.27%
Tech Mahindra Ltd
0.27%
DLF Ltd
0.27%
United Spirits Ltd
0.26%
Mahindra & Mahindra Ltd
0.24%
APL Apollo Tubes Ltd
0.22%
Lupin Ltd
0.14%
Neuland Laboratories Ltd
0.12%
Bajaj Finserv Ltd
0.12%
Grasim Industries Ltd
0.05%
Asian Paints Ltd
0.03%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
0.01%
Titan Company Ltd
0.01%
Titan Company Limited JUN 2025
-0.01%
Indus Towers Limited JUN 2025
-0.01%
Ambuja Cements Limited JUN 2025
-0.05%
Grasim Industries Limited JUN 2025
-0.05%
Bajaj Finance Limited JUN 2025
-0.07%
Bajaj Finserv Limited JUN 2025
-0.12%
Lupin Limited JUN 2025
-0.14%
TATA Consultancy Services Limited JUN 2025
-0.15%
ICICI Bank Limited JUN 2025
-0.16%
Tata Motors Limited JUN 2025
-0.19%
UltraTech Cement Limited JUN 2025
-0.19%
Mahindra & Mahindra Limited JUN 2025
-0.24%
United Spirits Limited JUN 2025
-0.26%
DLF Limited JUN 2025
-0.27%
SBI Life Insurance Company Limited JUN 2025
-0.27%
Adani Enterprises Limited JUN 2025
-0.30%
Aurobindo Pharma Limited JUN 2025
-0.48%
NTPC Limited JUN 2025
-0.57%
HDFC Life Insurance Company Limited JUN 2025
-0.58%
Kotak Mahindra Bank Limited JUN 2025
-0.64%
Hindustan Unilever Limited JUN 2025
-0.70%
Larsen And Toubro Ltd JUN 2025
-0.76%
TVS Motor Company Limited JUN 2025
-0.79%
Interglobe Aviation Ltd JUN 2025
-0.81%
JSW Steel Limited JUN 2025
-0.85%
Hindalco Industries Limited JUN 2025
-0.91%
Bank Of Baroda JUN 2025
-0.97%
ITC Limited JUN 2025
-1.29%
Axis Bank Limited JUN 2025
-1.57%
Infosys Limited JUN 2025
-4.67%
Bharti Airtel Limited JUN 2025
-7.44%
Reliance Industries Limited JUN 2025
-8.30%
LIC Housing Finance Ltd - 6.65% - 15/02/2027
2.37%
Small Industries Development Bank Of India - 7.43% - 31/08/2026
1.44%
National Bank For Agriculture & Rural Development - 7.8% - 15/03/2027
0.97%
Power Finance Corporation Ltd - 8.03% - 02/05/2026
0.96%
Power Finance Corporation Ltd - 7.23% - 05/01/2027
0.96%
National Bank For Agriculture & Rural Development - 7.5% - 31/08/2026
0.96%
7.10% Central Government Securities 08/04/2034
6.53%
7.23% Central Government Securities 15/04/2039
1.53%
7.37% Government Securities-23/10/2028
1.50%
7.04% Central Government Securities 03/06/2029
0.50%
Canara Bank - 04/12/2025
2.31%
Export Import Bank Of India - 30/12/2025
2.30%
364 Days - T Bill - 18/12/2025
2.31%
TREPS
4.86%
Margin Money For Derivatives
1.05%
Cash And Other Net Current Assets
0.38%
Risk Ratios
Std. Deviation
N/A
Beta
N/A
Sharpe Ratio
N/A
Lock In Period
N/A
Residual Maturity
N/A
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.
Peer Comparison
Overview
Return
Risk Ratios
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| NIPPON INDIA EQUITY SAVINGS FUND - SEGREGATED PORTFOLIO 1 - GROWTH |
126%
|
50.33%
|
16.03%
|
| DSP Equity Savings Fund - Regular Plan - Growth |
8.89%
|
17.79%
|
8.75%
|
| LIC MF Equity Savings Fund - Regular Plan - Growth |
8.59%
|
17.22%
|
7.41%
|
| ICICI Prudential Equity Savings Fund - Cumulative |
8.57%
|
14.1%
|
8.01%
|
| Edelweiss Equity Savings Fund - Regular Plan - Growth |
8.53%
|
18.77%
|
8.97%
|
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
8%
|
15.99%
|
7.74%
|
| BARODA BNP PARIBAS EQUITY SAVINGS FUND - REGULAR PLAN - GROWTH |
7.67%
|
18.37%
|
9.04%
|
| SBI Equity Savings Fund - Regular Plan - Growth |
7.45%
|
20.4%
|
9.07%
|
| Invesco India Equity Savings Fund - Regular Plan - Growth |
6.98%
|
19.9%
|
8.88%
|
| UTI Equity Savings Fund - Regular Plan |
6.97%
|
19.33%
|
9.31%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| DSP Equity Savings Fund - Regular Plan - Growth | - | - | - |
| Franklin India Equity Savings Fund - Regular Plan - Growth | - | - | - |
| Bandhan Equity Savings Fund -Growth - Regular Plan | - | Unknown | Unknown |
| Kotak Equity Savings Fund - Regular Plan - Growth | - | ||
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | - | 1.13 | 0.60 |
| HSBC Equity Savings Fund - Regular Plan - Growth | - | ||
| Union Equity Savings Fund - Regular Plan - Growth | - | ||
| HDFC Equity Savings Fund - Regular Plan - Growth | - | 0.94 | 0.892 |
| SBI Equity Savings Fund - Regular Plan - Growth | - | ||
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | - | Unknown | Unknown |
Fund Family
Overview
Return
Risk Ratios
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| VALUE FUND - GROWTH PLAN |
95.4%
|
37.75%
|
18.36%
|
| EMERGING TECH. FUND - GROWTH PLAN |
61.81%
|
5.11%
|
-19.4%
|
| SUNDARAM SMALL CAP FUND - INSTITUTIONAL PLAN - GROWTH |
60.18%
|
39.63%
|
15.14%
|
| SUNDARAM MID CAP FUND - INSTITUTIONAL |
37.34%
|
25.24%
|
15.82%
|
| SUNDARAM EQUITY FUND - REGULAR PLAN - GROWTH |
36.6%
|
28.83%
|
24.43%
|
| SUNDARAM SMART NIFTY 100 EQUAL WEIGHT FUND - REGULAR PLAN - GROWTH |
31.76%
|
24.23%
|
12.6%
|
| PRINCIPAL PERSONAL TAX SAVER FUND - Regular Plan - Growth |
30.74%
|
25.7%
|
14.11%
|
| SUNDARAM EQUITY HYBRID FUND - REGULAR PLAN - GROWTH |
26.84%
|
24.78%
|
12.85%
|
| JUNIOR CAP FUND - GROWTH PLAN - GROWTH PLAN |
26.53%
|
18.09%
|
13.39%
|
| SUNDARAM SERVICES FUND - REGULAR PLAN - GROWTH |
16.68%
|
38.04%
|
20.79%
|
Scheme Details
Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Sudhir Kedia
18 years Experience
Rohit Seksaria
22 years Experience
Dwijendra Srivastava
22 years Experience
FAQs
Is a Mutual Fund with a Lower NAV Better?
Investors often wonder if a lower Net Asset Value (NAV) indicates a better investment. However, the NAV alone does not determine a fund's quality; performance and investment strategy are more critical factors.
What Are the Charges in Mutual Fund Investments?
Mutual funds typically have various charges, including expense ratios, exit loads, and entry loads (though many funds now have no entry load). Understanding these charges is essential for evaluating the overall cost of investment.
What Are the Tax Benefits of Mutual Funds?
Equity Linked Savings Schemes (ELSS) offer tax benefits under Section 80C of the Income Tax Act in India. Investors should be aware of these benefits when planning their investments.
Is It a Good Time to Invest in Mutual Funds?
Timing the market can be challenging. Investors should consider their financial goals and market conditions rather than trying to time their investments perfectly.
What Is the Difference Between Dividend and Growth Plans?
In a growth plan, profits are reinvested to increase NAV, while in a dividend plan, profits are distributed to investors, which may reduce NAV. The choice depends on individual investment goals.
Should I Invest in Infrastructure Funds?
Depending on market conditions and personal investment strategy, infrastructure funds can be a good option. Before investing, you should assess your risk tolerance and investment horizon.
What Are Sector-Specific Funds/Schemes?
These funds invest primarily in specific economic sectors like technology or healthcare. Because they are concentrated in one industry, they can offer higher returns and carry increased risk.
What Happens If I Miss an SIP Payment?
People who invest in SIPs usually won't buy units that month if they miss a payment. But this won't change future investments unless the investor stops the SIP completely.
How Can I Compare Different Mutual Funds?
You can compare mutual funds using various online financial tools and reports based on performance metrics, expense ratios, and risk profiles.
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