BSE - Delayed Quote INR

Sundaram Equity Savings Fund (0P0001BB0V.BO)

16.39
-0.01
(-0.06%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 1.63%
5y Average Return 16.41%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Apr 30, 2025) 20.06%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 20.06%
Worst 3Y Total Return 5.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BB0V.BO
Category
YTD
-3.53%
0.00%
1-Month
-0.87%
0.00%
3-Month
-3.53%
0.00%
1-Year
6.54%
0.00%
3-Year
11.55%
0.00%
5-Year
16.49%
0.00%
10-Year
9.21%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001BB0V.BO
Category
2025
--
--
2024
14.19%
--
2023
20.06%
--
2022
5.63%
--
2021
19.95%
--
2020
15.95%
--
2019
-1.33%
--
2018
2.90%
--

2017
15.83%
--
2016
5.17%
--
2015
2.74%
--
2014
11.44%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.53% -- -- --
2024 3.40% 5.88% 5.30% -0.95%
2023 -1.38% 8.19% 4.40% 7.79%
2022 0.65% -2.59% 4.88% 2.72%
2021 4.00% 6.21% 6.76% 1.71%
2020 -9.41% 9.35% 5.71% 10.72%
2019 2.05% -3.84% 0.09% 0.46%
2018 -0.70% 1.67% 0.88% 1.03%
2017 6.39% 3.09% 2.25% 3.28%
2016 0.92% 2.54% 4.64% -2.88%

2015 2.33% -1.12% 2.82% -1.24%
2014 2.47% 2.91% 2.18% 3.42%
2013 1.42% -5.00% 2.69% --

Rank in Category (By Total Return)

YTD 85
1-Month 92
3-Month 85
1-Year 59
3-Year 1
5-Year 1

Load Adjusted Returns

1-Year 6.54%
3-Year 11.55%
5-Year 16.49%
10-Year 9.21%

Performance & Risk

YTD Return 1.63%
5y Average Return 16.41%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets 878.49M
YTD Return -3.53%
Yield 3.72%
Morningstar Rating
Inception Date May 23, 2002

Fund Summary

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