The current NAV of Sundaram Equity Savings Fund(Q-IDCW) is ₹24.75, as of 20th June 2025.

The Sundaram Equity Savings Fund(Q-IDCW) was launched on 1st January 1970. This mutual fund's past returns are as follows:

• 1 Year Returns: 2.79%
• 3 Year Returns: 7.89%
• 5 Year Returns: 9.64%

The top sectors Sundaram Equity Savings Fund(Q-IDCW) has invested in are as follows:

• G-Sec | 12.37%
• Private Banks | 11.60%
• Public Banks | 10.02%
• Oil & Gas - Refining & Marketing | 9.23%
• Telecom Services | 8.64%

This data is as on 20th June 2025.

The top 5 holdings for Sundaram Equity Savings Fund(Q-IDCW) are as follows:

• Reliance Industries Ltd | 9.23%
• Bharti Airtel Ltd | 8.62%
• 7.10% Central Government Securities 08/04/2034* | 6.53%
• Infosys Ltd | 5.22%
• TREPS | 4.86%

This data is as on 20th June 2025.

The asset allocation for Sundaram Equity Savings Fund(Q-IDCW) is as follows:

• Equity | 69.07%
• Government Securities | 10.06%
• Corporate Debt | 7.68%
• Cash & Equivalents | 6.28%
• Certificate of Deposit | 4.60%

This data is as on 20th June 2025.

The AUM (i.e. assets under management) of Sundaram Equity Savings Fund(Q-IDCW) is ₹1049.28 Cr as of 20th June 2025.

The expense ratio of Sundaram Equity Savings Fund(Q-IDCW) Plan is 0.63 as of 20th June 2025.

The volatility or standard deviation for the Sundaram Equity Savings Fund(Q-IDCW) is 5.25

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Equity Savings Fund(Q-IDCW) is 0.92

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Equity Savings Fund(Q-IDCW) is 0.10

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

The PE ratio of Sundaram Equity Savings Fund(Q-IDCW) is 34.81, while category PE ratio is 33.09.