Sundaram Equity Savings Fund Regular Growth

Risk Profile: MODERATELY HIGH

NAV

10.8357

-0.01 (-0.1172 %)

18-02-2020

CAGR Since Inception

6.85 %

NIFTY 50 TRI

13.39 %

Funds Manager

Mr. Dwijendra Srivastava, Mr. S Bharath and Mr. S Krishna Kumar

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers. Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd. Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai. Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of Sundaram Equity Savings Fund Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Equity Savings Fund Regular Growth 1.26
Hybrid: Equity Savings - - - - - -