Sundaram Equity Savings Fund Direct-Growth

NAV

₹83.5929

as on 31 Oct 2025, 11:16 PM

₹-0.2224(0.27%)

Last Change

Scheme Information

Sundaram Equity Savings Fund Direct-Growth

as of 30 Sep 2025, 05:30 AM

₹1,152.68 Cr

0.60%

39.18%

Scheme Asset Size
Expense Ratio
Cash Holding
Fund Type

Open-End

Plan

Growth

Exit Load

Exit load of 0.5% if redeemed within 7 days.

Benchmark

NIFTY Equity Savings Total Return Index

Scheme Document

View

Sectors Holding in this Mutual Fund

Cash Holding

39.18%

₹451.67 Cr

Financial

13.43%

₹154.86 Cr

Energy

3.23%

₹37.20 Cr

Automobile

2.90%

₹33.38 Cr

Services

2.57%

₹29.66 Cr

Others

38.69%

₹445.97 Cr

Cash Holding

39.18%

₹451.67 Cr

Financial

13.43%

₹154.86 Cr

Energy

3.23%

₹37.20 Cr

Automobile

2.90%

₹33.38 Cr

Services

2.57%

₹29.66 Cr

Others

38.69%

₹445.97 Cr

GOI

10.06%

₹115.96 Cr

ICICI Bank Ltd.

3.11%

₹35.85 Cr

HDFC Bank Ltd.

2.87%

₹33.08 Cr

LIC Housing Finance Ltd.

2.37%

₹27.32 Cr

Others

81.59%

₹940.47 Cr

GOI

10.06%

₹115.96 Cr

ICICI Bank Ltd.

3.11%

₹35.85 Cr

HDFC Bank Ltd.

2.87%

₹33.08 Cr

LIC Housing Finance Ltd.

2.37%

₹27.32 Cr

Others

81.59%

₹940.47 Cr

Funds in this Category

This fund's returns: 12.99%

HSBC Equity Savings Fund Direct-Growth

Min. Investment

₹500

14.81

Category Returns

8.02%

14.81%

3Y Returns

14.81 %

Invesco India Equity Savings Fund Direct - Growth

Min. Investment

₹500

13.15

Category Returns

8.02%

14.81%

3Y Returns

13.15 %

Kotak Equity Savings Fund Direct-Growth

Min. Investment

₹100

13.04

Category Returns

8.02%

14.81%

3Y Returns

13.04 %

About Sundaram Equity Savings Fund Direct-Growth

Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 8.30%, in last 3 years is 44.40% and 245.37% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,152.68 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund

73,775.94 Cr
AUM
93
Schemes

Address

Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237

Investment Performance

₹ 1,00,000

would have given a return of

₹1,10,871

₹1,21,647

₹1,37,483

₹1,44,397

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹44,397

44.40%

Investment Returns

In the last 1 month
2.19%
In the last 3 months
2.31%
In the last 6 months
5.61%
In the last 1 year
8.30%
In the last 3 years
44.40%
In the last 5 years
86.78%
In the last 10 years
162.70%

Scheme Riskometer

Investors understand that their principal will be at moderate risk

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