Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Equity Savings ) / AMFI 145478

Sundaram Equity Savings Fund Direct Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Hybrid Scheme - Equity Savings ) • Direct Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2021-12-31)
₹13.1827
AMFI Code / ISIN
145478 / INF903JA1GK9
Category Peer Standing
#40 of 135 ranked peers in Open Ended Schemes ( Hybrid Scheme - Equity Savings ) by 3Y Sortino
Historical Track
2018-12-11 to 2021-12-31 (755 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+9.93% p.a.
3Y CAGR
+9.44% p.a.
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+9.40% p.a.
Sortino Ratio (3Y)
0.49
Sharpe Ratio (3Y)
0.38
Calmar Ratio
0.58
Annualized Volatility (3Y)
+7.81%
Maximum Drawdown
-16.14%
1Y / 3Y / 5Y Rolling Mean CAGR
+10.31% / N/A / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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