Sundaram Equity Savings Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Sundaram Equity Savings Fund (G) (1027) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Equity Savings Fund (G)
Sundaram Asset Management Company Ltd
The scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
High Expenses
Portfolio Mix
Diversified
Management
Experienced Team
Quality Score
Average Quality
Sundaram Equity Savings Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Equity Exposure
Market exposure level
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecom-Service | 8.78% |
| Reliance Industries Ltd | Refineries | 8.25% |
| ICICI Bank Ltd | Banks | 6.36% |
| GSEC2034 | Govt. Securities | 6.07% |
| Infosys Ltd | IT - Software | 5.06% |
| TREPS | Debt Others | 4.09% |
| State Bank of India | Banks | 3.81% |
| HDFC Bank Ltd | Banks | 3.48% |
| Axis Bank Ltd | Banks | 3.25% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 2.23% |
Sector Breakdown
Compare against Equity Savings category average
Performance Summary
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
Sundaram Equity Savings Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹83.42 | 7.77% | 5.29% | 12.69% |
| HDFC Equity Savings Fund - Direct (G) | ₹75.15 | 7.52% | 3.90% | 11.10% |
| HDFC Equity Savings Fund (G) | ₹66.97 | 7.00% | 2.89% | 10.06% |
| Tata Equity Saving Fund-Dir (App) | ₹62.87 | 5.81% | 5.81% | 10.50% |
| PGIM India Equity Savings Fund-Dir (G) | ₹56.69 | 5.18% | 5.74% | 7.92% |
| Tata Equity Saving Fund - (App) | ₹55.70 | 5.48% | 5.15% | 9.71% |
| PGIM India Equity Savings Fund (G) | ₹49.95 | 4.78% | 4.92% | 7.07% |
| HSBC Equity Savings Fund - Direct (G) | ₹38.61 | 12.40% | 6.36% | 14.50% |
| Bandhan Equity Savings Fund - Direct (G) | ₹35.17 | 4.68% | 6.20% | 8.65% |
| HSBC Equity Savings Fund (G) | ₹34.73 | 11.91% | 5.43% | 13.49% |
Category Average Returns
Rohit Seksaria
A seasoned investment professional with over 24 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.