Savings Boxes

Sundaram Equity Savings Fund Direct-Growth

NAV

₹77.4802

as on 11 Apr 2025, 10:13 PM

₹0.3907(0.51%)

Last Change

Scheme Information

Sundaram Equity Savings Fund Direct-Growth

as of 31 Mar 2025, 05:30 AM

₹976.11 Cr

0.75%

39.93%

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

39.93%

₹389.77 Cr

Financial

10.22%

₹99.76 Cr

Services

4.06%

₹39.61 Cr

Healthcare

2.81%

₹27.40 Cr

Automobile

2.55%

₹24.85 Cr

Others

40.44%

₹394.74 Cr

Cash Holding

39.93%

₹389.77 Cr

Financial

10.22%

₹99.76 Cr

Services

4.06%

₹39.61 Cr

Healthcare

2.81%

₹27.40 Cr

Automobile

2.55%

₹24.85 Cr

Others

40.44%

₹394.74 Cr

GOI

4.15%

₹40.51 Cr

Reserve Bank of India

2.87%

₹28.01 Cr

HDFC Bank Ltd.

2.45%

₹23.91 Cr

National Bank For Agriculture & Rural Development

2.37%

₹23.13 Cr

Others

88.16%

₹860.54 Cr

GOI

4.15%

₹40.51 Cr

Reserve Bank of India

2.87%

₹28.01 Cr

HDFC Bank Ltd.

2.45%

₹23.91 Cr

National Bank For Agriculture & Rural Development

2.37%

₹23.13 Cr

Others

88.16%

₹860.54 Cr

Funds in this Category

View All

This fund's returns: 11.41%

Kotak Equity Savings Fund Direct-Growth

Min. Investment

₹100

11.16

Category Returns

6.94%

11.41%

3Y Returns

11.16 %

HSBC Equity Savings Fund Direct-Growth

Min. Investment

₹500

10.92

Category Returns

6.94%

11.41%

3Y Returns

10.92 %

UTI Equity Savings Fund Direct - Growth

Min. Investment

₹500

10.69

Category Returns

6.94%

11.41%

3Y Returns

10.69 %

About Sundaram Equity Savings Fund Direct-Growth

Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 8.25%, in last 3 years is 38.32% and 219.27% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:	₹976.11 Cr
Category:	Hybrid: Equity Savings
Launch Date:	Invalid date
Fund Type:	Open-End

AMC Information

Sundaram Mutual Fund

₹64,175.83 Cr

AUM

102

Schemes

Address

Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014

Phone Number

Phone : 1860-425-7237

Email / Website

http://www.sundarammutual.com

Investment Performance

₹ 1,00,000

would have given a return of

₹1,10,871

₹1,21,647

₹1,31,568

₹1,38,317

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹38,318

38.32%

Investment Returns

In the last 3 months

In the last 6 months

In the last 1 year

8.25%

In the last 3 years

38.32%

In the last 5 years

93.92%

In the last 10 years

148.05%

Scheme Riskometer

Investors understand that their principal will be at moderately high risk