Sundaram Equity Savings Fund Direct-Growth

NAV

₹81.6066

as on 01 Aug 2025, 10:45 PM

₹-0.2074(0.25%)

Last Change

Scheme Information

Sundaram Equity Savings Fund Direct-Growth

as of 30 Jun 2025, 05:30 AM

₹1,091.91 Cr

0.61%

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%

₹427.85 Cr

Financial

11.54%

₹126.03 Cr

Energy

3.88%

₹42.40 Cr

Automobile

2.82%

₹30.75 Cr

Services

2.77%

₹30.26 Cr

Others

39.80%

₹434.58 Cr

Cash Holding

39.18%

₹427.85 Cr

Financial

11.54%

₹126.03 Cr

Energy

3.88%

₹42.40 Cr

Automobile

2.82%

₹30.75 Cr

Services

2.77%

₹30.26 Cr

Others

39.80%

₹434.58 Cr

GOI

10.06%

₹109.85 Cr

ICICI Bank Ltd.

3.11%

₹33.96 Cr

HDFC Bank Ltd.

2.87%

₹31.34 Cr

LIC Housing Finance Ltd.

2.37%

₹25.88 Cr

Others

81.59%

₹890.89 Cr

GOI

10.06%

₹109.85 Cr

ICICI Bank Ltd.

3.11%

₹33.96 Cr

HDFC Bank Ltd.

2.87%

₹31.34 Cr

LIC Housing Finance Ltd.

2.37%

₹25.88 Cr

Others

81.59%

₹890.89 Cr

Funds in this Category

This fund's returns: 13.63%

HSBC Equity Savings Fund Direct-Growth

Min. Investment

₹500

13.80

Category Returns

8.15%

13.80%

3Y Returns

13.80 %

Invesco India Equity Savings Fund Direct - Growth

Min. Investment

₹500

13.23

Category Returns

8.15%

13.80%

3Y Returns

13.23 %

Kotak Equity Savings Fund Direct-Growth

Min. Investment

₹100

12.75

Category Returns

8.15%

13.80%

3Y Returns

12.75 %

About Sundaram Equity Savings Fund Direct-Growth

Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 7.31%, in last 3 years is 46.88% and 237.13% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,091.91 Cr
Category:Hybrid: Equity Savings
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund

71,486.25 Cr
AUM
91
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

₹1,39,791

₹1,46,882

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹46,882

46.88%

Investment Returns

In the last 3 months
3.09%
In the last 6 months
5.64%
In the last 1 year
7.31%
In the last 3 years
46.88%
In the last 5 years
87.05%
In the last 10 years
161.19%

Scheme Riskometer

Investors understand that their principal will be at moderately high risk

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