Sundaram Equity Savings Fund (G) Hybrid - Arbitrage Oriented

Plan: OPEN | Option: Growth | Rohit Seksaria

18 Dec 25 | 12:00 AM

71.74 -0.04 (-0.06%)

  • Underperforms

    5.20%

    Return (1Y)

    underperformed by -1.17%

  • More Volatile

    0.28%

    Standard Deviation (1Y)

    Higher Hybrid - Arbitrage Oriented by 0.04%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Arbitrage Oriented

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Principal Debt Savings Fund - MIP (G) fund has been the 9th best in 5Y performance in the Monthly Income Plans - Short Term category

  • Principal Debt Savings Fund - MIP (G) fund has been the 5th best in the 5Y SIP performance in the Monthly Income Plans - Short Term category

  • Principal Debt Savings Fund - MIP (G) fund has been the 9th best in 3Y performance in the Monthly Income Plans - Short Term category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Sundaram Equity Savings Fund (G), has beaten by -1.17% (CAGR difference)

5.20%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Sundaram Equity Savings Fund (G) is Higher than by 0.04%

0.28%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Hybrid - Arbitrage Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition