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Sundaram Equity Savings Fund

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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Sundaram Equity Savings Fund Analysis

Sundaram Equity Savings Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : May 31, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Sundaram Equity Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sundaram Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Idfc Equity Savings Fund

 		4 The Idfc Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has four KPIs that are in top quartile. The fund has 21% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Idfc Equity Savings Fund performance snapshot section. 6.57% 9.36% -2.09% -1.93% 0.73 0.66 0.48

Kotak Equity Savings Fund

 		3 The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Savings Fund performance snapshot section. 9.39% 11.81% -1.66% -2.88% 1.04 0.87 0.47

Pgim India Equity Savings Fund

 		2 The Pgim India Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Pgim India Equity Savings Fund performance snapshot section. 5.87% 10.53% -1.16% -2.64% 0.93 0.71 0.45

Uti Equity Savings Fund

 		1 The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Equity Savings Fund performance snapshot section. 10.60% 13.24% -2.43% -4.29% 1.11 0.74 0.40

Sundaram Equity Savings Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : May 31, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Sundaram Equity Savings Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
% %
% %
% %
% %
% %
% %
% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Methodology

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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sbi Equity Savings Fund

0.34
1
1.09
1
2.45
2
5.13
2
3.93
2
8.38
7
13.07
4
7.97
4

Invesco India Equity Savings Fund

0.23
2
0.91
2
2.93
1
4.51
3
3.84
3
6.81
13
7.92
16

Pgim India Equity Savings Fund

0.05
3
0.42
15
1.21
16
2.56
16
2.86
6
5.87
16
10.53
11
6.86
6

Franklin India Equity Savings Fund

0.04
4
0.76
4
1.73
9
3.11
14
0.98
16
7.06
12
11.74
7

Dsp Equity Savings Fund

0.01
5
0.73
7
1.69
11
3.20
12
2.64
7
7.09
11
12.40
5
6.77
7

Aditya Birla Sun Life Equity Savings Fund

0.00
7
0.73
6
2.28
4
4.24
5
2.63
8
7.80
9
11.01
10
6.48
8

Axis Equity Saver Fund

0.00
7
0.87
3
2.29
3
3.69
8
1.51
15
7.26
10
11.48
8
7.57
5

Hdfc Equity Savings Fund

-0.00
8
0.46
14
1.27
15
3.55
10
2.09
13
9.04
5
14.05
2
8.28
2

Edelweiss Equity Savings Fund

-0.02
9
0.70
9
1.79
7
3.67
9
2.48
11
8.22
8
10.38
12
8.08
3

Baroda Bnp Paribas Equity Savings Fund

-0.05
10
0.69
10
1.78
8
3.71
7
2.44
12
8.71
6
7.83
17

Nippon India Equity Savings Fund

-0.07
11
0.35
16
0.93
17
5.51
1
4.83
1
9.49
2
11.22
9
1.20
11

Union Equity Savings Fund

-0.07
12
0.65
11
1.54
13
3.13
13
1.99
14
6.70
14
8.95
15

Kotak Equity Savings Fund

-0.08
13
0.71
8
1.70
10
3.47
11
3.52
4
9.39
3
11.81
6
8.54
1

Mirae Asset Equity Savings Fund

-0.08
14
0.64
12
1.88
5
4.38
4
2.51
10
9.20
4
14.30
1

Idfc Equity Savings Fund

-0.09
15
0.27
17
1.39
14
2.70
15
2.53
9
6.57
15
9.36
14
6.28
9

Uti Equity Savings Fund

-0.15
16
0.55
13
1.55
12
3.99
6
3.47
5
10.60
1
13.24
3

Idbi Equity Savings Fund

-0.22
17
0.73
5
1.82
6
2.29
17
0.13
17
5.53
17
9.66
13
6.24
10

Tata Equity Savings Fund

no data
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Edelweiss Equity Savings Fund

0.62
5
1.46
7
2.25
5
6.28
8
9.77
3

Aditya Birla Sun Life Equity Savings Fund

0.46
13
0.93
14
1.04
15
3.69
18
8.81
6

Axis Equity Saver Fund

0.54
10
0.89
15
1.02
16
5.58
12
9.29
5

Franklin India Equity Savings Fund

0.63
4
1.47
6
1.36
13
6.38
7

Mirae Asset Equity Savings Fund

0.62
6
1.67
5
2.17
7
7.24
4

Dsp Equity Savings Fund

0.59
7
1.25
11
2.17
6
6.82
5
8.75
7

Hdfc Equity Savings Fund

0.73
2
2.09
2
2.53
3
8.38
2
10.19
2

Idbi Equity Savings Fund

0.34
17
0.75
16
0.73
17
4.87
14
8.29
8

Idfc Equity Savings Fund

0.39
16
1.03
13
1.82
11
5.42
13
7.72
11

Invesco India Equity Savings Fund

0.54
11
0.52
18
0.51
18
3.75
17

Kotak Equity Savings Fund

0.73
3
1.99
3
3.37
2
8.60
1
9.50
4

Nippon India Equity Savings Fund

0.57
9
1.95
4
2.49
4
6.68
6
-0.51
12

Pgim India Equity Savings Fund

0.49
12
1.32
9
2.16
8
6.27
9
8.00
10

Sbi Equity Saving Fund

0.29
18
0.74
17
1.28
14
6.16
10
10.19
1

Tata Equity Savings Fund

0.43
14
1.39
8
1.82
10
5.99
11
8.17
9

Union Equity Savings Fund

0.42
15
1.28
10
1.52
12
4.26
16

Uti Equity Savings Fund

0.79
1
2.35
1
3.46
1
8.19
3

Baroda Bnp Paribas Equity Savings Fund

0.59
8
1.21
12
2.06
9
4.86
15
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.56
12
1.21
14
1.55
15
4.77
18
9.89
7

Axis Equity Saver Fund

0.67
10
1.19
15
1.66
14
6.97
11
10.73
4

Franklin India Equity Savings Fund

0.73
5
1.79
7
2.00
12
7.72
7

Mirae Asset Equity Savings Fund

0.70
6
1.93
5
2.67
6
8.35
4

Dsp Equity Savings Fund

0.67
9
1.46
11
2.64
7
7.76
5
10.29
6

Edelweiss Equity Savings Fund

0.74
4
1.80
6
2.94
4
7.74
6
11.02
2

Hdfc Equity Savings Fund

0.81
2
2.33
2
3.02
3
9.28
2
11.06
1

Idbi Equity Savings Fund

0.42
17
0.99
16
1.22
18
5.88
15
9.46
8

Idfc Equity Savings Fund

0.47
15
1.29
13
2.35
10
6.52
13
8.86
11

Invesco India Equity Savings Fund

0.68
7
0.89
17
1.34
17
5.48
16

Kotak Equity Savings Fund

0.81
3
2.26
3
3.90
1
9.69
1
10.55
5

Nippon India Equity Savings Fund

0.65
11
2.19
4
2.94
5
7.59
8
0.32
12

Pgim India Equity Savings Fund

0.55
13
1.53
9
2.57
9
7.26
9
9.23
10

Sbi Equity Saving Fund

0.34
18
0.87
18
1.55
16
6.72
12
10.91
3

Tata Equity Savings Fund

0.51
14
1.63
8
2.28
11
7.22
10
9.37
9

Union Equity Savings Fund

0.46
16
1.46
12
1.79
13
4.91
17

Uti Equity Savings Fund

0.86
1
2.56
1
3.89
2
9.08
3

Baroda Bnp Paribas Equity Savings Fund

0.68
8
1.48
10
2.61
8
6.01
14
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-6.77
17
-7.05
18
-2.92
18
7.14
13
4.42
13

Axis Equity Saver Fund

-6.88
18
-6.41
17
-2.68
17
7.90
18
5.01
18

Franklin India Equity Savings Fund

-6.17
16
-4.01
14
-1.32
9
6.92
12
4.44
14

Mirae Asset Equity Savings Fund

-5.23
12
-3.89
11
-1.53
14
7.59
17
4.55
17

Dsp Equity Savings Fund

-4.64
10
-2.67
7
-1.10
6
6.59
10
3.99
10

Edelweiss Equity Savings Fund

-4.00
6
-2.94
8
-1.17
7
5.58
4
3.44
5

Hdfc Equity Savings Fund

-5.25
13
-2.96
9
-1.32
10
7.42
14
4.54
16

Idbi Equity Savings Fund

-5.74
14
-4.00
13
-1.63
15
7.52
16
4.45
15

Idfc Equity Savings Fund

-1.93
1
-2.09
3
-0.74
2
6.25
7
2.90
2

Invesco India Equity Savings Fund

-6.10
15
-6.23
16
-2.08
16
5.93
5
3.78
8

Kotak Equity Savings Fund

-2.88
3
-1.66
2
-0.77
3
6.30
8
3.31
4

Nippon India Equity Savings Fund

-4.91
11
-2.67
6
-1.03
4
6.84
11
4.19
11

Pgim India Equity Savings Fund

-2.64
2
-1.16
1
-0.53
1
4.95
1
2.69
1

Sbi Equity Savings Fund

-4.34
9
-4.29
15
-1.46
13
7.48
15
4.24
12

Tata Equity Savings Fund

-3.46
4
-2.63
5
-1.03
5
5.54
3
3.47
6

Union Equity Savings Fund

-3.97
5
-3.91
12
-1.37
12
6.32
9
3.54
7

Uti Equity Savings Fund

-4.29
8
-2.43
4
-1.35
11
6.24
6
3.89
9

Baroda Bnp Paribas Equity Savings Fund

-4.02
7
-3.73
10
-1.20
8
5.24
2
3.06
3
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.60
14
0.36
15
0.69
16
0.39
-0.76
2 0.84 2
0.84
3
0.05
2
11.41
2
-0.05
3

Axis Equity Saver Fund

0.62
13
0.36
14
0.76
15
0.38

Franklin India Equity Savings Fund

0.87
8
0.51
9
0.97
10
0.41

Mirae Asset Equity Savings Fund

1.09
2
0.77
2
1.15
5
0.42

Dsp Equity Savings Fund

1.06
4
0.71
6
1.16
4
0.45

Edelweiss Equity Savings Fund

0.71
11
0.43
11
0.88
12
0.42

Hdfc Equity Savings Fund

1.07
3
0.72
4
1.21
2
0.39

Idbi Equity Savings Fund

0.54
16
0.33
16
0.82
13
0.41

Idfc Equity Savings Fund

0.73
10
0.66
8
1.00
9
0.48

Invesco India Equity Savings Fund

0.25
18
0.13
18
0.54
18
0.45

Kotak Equity Savings Fund

1.04
5
0.87
1
1.22
1
0.47

Nippon India Equity Savings Fund

0.80
9
0.50
10
1.03
7
0.43

Pgim India Equity Savings Fund

0.93
7
0.71
5
1.09
6
0.45

Sbi Equity Savings Fund

0.94
6
0.68
7
1.03
8
0.45

Tata Equity Savings Fund

0.69
12
0.41
12
0.89
11
0.40

Union Equity Savings Fund

0.55
15
0.36
13
0.79
14
0.45
-3.82
3 1.28 1
0.93
1
0.03
3
8.74
3
-0.00
1

Uti Equity Savings Fund

1.11
1
0.74
3
1.17
3
0.40
2.43
1 0.81 3
0.91
2
0.08
1
16.02
1
-0.02
2

Baroda Bnp Paribas Equity Savings Fund

0.30
17
0.18
17
0.65
17
0.43

Sundaram Equity Savings Fund Additional Return Analysis

Sundaram Equity Savings Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 16/Oct/2018
Fund Category: Equity Savings Fund
Investment Objective: The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund Description: Equity Savings
Fund Benchmark: Nifty Equity Savings Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.



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