Sundaram Equity Savings - Direct Plan - Growth Option
Moderate Risk
Hybrid
5 Star
NAV as of Jun 30, 2025
₹82.14
-0.14%1D Change
Returns since inception
10.3%p.a.
Moderate Risk
Hybrid
5 Star
NAV as of Jun 30, 2025
₹82.14
-0.14%1D Change
Returns since inception
10.3%p.a.
Sundaram Equity Savings - Direct Plan - Growth Option
Moderate Risk|Hybrid|5 Star
NAV as of Jun 30, 2025
₹82.14
-0.14%1D
Returns since inception
10.3%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating5 Star
- Expense ratio0.63%
- Exit Load0.5% within 7 days
- AUM (Fund size)₹1,049.28 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskModerate
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Cash Offset For Derivatives | 33.81% |
| Reliance Industries Ltd | 9.23% |
| Bharti Airtel Ltd | 8.62% |
| Future on Reliance Industries Ltd | 8.3% |
| Future on Bharti Airtel Ltd | 7.44% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Mirae Asset Equity Saving... | ₹ 1,442 Cr | ₹21.80 | 0.02% | Moderately High risk |
| Edelweiss Equity Savings ... | ₹ 639 Cr | ₹27.70 | 0.07% | Moderate |
| DSP Equity Savings Fund D... | ₹ 678 Cr | ₹19.81 | 0.35% | Moderately High risk |
| ICICI Prudential Equity S... | ₹ 13,555 Cr | ₹24.19 | -0.04% | Moderate |
NAV History - SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH
FUND | SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 30, 2025) | ₹82.14 |
| Class | Hybrid | Equity Savings |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Rohit Seksaria, Clyton Fernandes |
FUND | SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 0.5% within 7 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM EQUITY SAVI... | 0.88% | 1.73% | 5.57% | 5.43% | 10.08% | 15.18% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.29 Lakhs ₹
Min investment of ₹500 required
