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

hybrid

RETURNS (5 YEARS) 9.42%
RETURNS (5 YEARS) 9.42%
NAV ₹20.73
Sub-Type equity savings
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.31%
3M
-0.80%
6M
4.25%
1Y
4.70%
3Y
13.36%
5Y
9.42%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹422.59 Cr

    AUM Fund Size

  • 0.54%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 0% if redeemed after 0 years

    Exit Load

Top 10 Holdings

  • 8.0%
  • 7.13%
  • 4.73%
  • 4.53%
  • 3.44%
  • 3.41%
  • 3.26%
  • 3.1%
  • 3.03%
  • 2.69%

  • Sudhir Kedia

    Manager

  • Dwijendra Srivastava

    Manager

  • Rohit Seksaria

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Invest
Invest
Risk-o-meter
Moderate

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