Sundaram Equity Savings Fund Growth INF173K01213

NAV / 1-Day Return

Total Assets

10.3 Bil

Inception Date

May 23, 2002

Expense Ratio

2.220%

Fee Level

—

Load

Multiple

Portfolio

Page Intentionally Blank

Stock Style

Measures

Market Cap

Avg Market Cap

3.17 Tril

Category Avg Market Cap

2.59 Tril

Index Avg Market Cap

—

Size	Investment %	Cat. Average %	Index %
Giant	51.09	43.86	—
Large	13.05	17.01	—
Mid	3.56	5.27	—
Small	1.77	1.35	—
Micro	0.00	0.09	—

Measures

Metrics	Investment	Category	Index
Wide Moat Coverage %	0.35	1.09	–
Narrow Moat Coverage %	22.21	15.09	–
No Moat Coverage %	11.04	6.74	–
Financial Health	B+	B	–
Profitability	B	B-	–
Growth	B-	B-	–
ROIC	–	–	–
Cash Return %	42.71	30.35	–
Free Cashflow Yield ex-Financials	4.81	9.82	–
D/C Ratio	30.34	31.84	–

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Sundaram Equity Savings Fund Growth INF173K01213