Compare Sundaram Equity Savings Fund vs HSBC Equity Savings Fund
Fund Details
Risk | NA | NA |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.18 | 1.51 |
NAV | ₹66.70 | ₹32.11 |
Fund Started | 22 Apr 2002 | 27 Sep 2011 |
Fund Size | ₹989.56 Cr | ₹548.49 Cr |
Exit Load | Exit load of 0.5% if redeemed within 7 days. | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month. |
Returns
1 Year | 15.29% | 21.27% |
3 Year | 9.23% | 11.79% |
5 Year | 10.44% | 12.71% |
Holding Analysis
Equity | 41.00% | 37.53% |
Cash | 38.61% | 38.65% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Dwijendra Srivastava | Sonal Gupta |
Start Date | 03 Nov 2015 | 01 Apr 2024 |
About Fund
Description | The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. | The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. |
Launch Date | 22 Apr 2002 | 27 Sep 2011 |
