Sundaram Equity Savings - Direct Plan - Growth Option - Regular - Latest NAV [ ₹81.8053 ], Returns, Performance, Portfolio & Returns 2025

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

Hybrid

5 Star

NAV as of Jun 25, 2025

81.81

0.28%1D Change

Returns since inception

10.23%p.a.

Moderate Risk

Hybrid

5 Star

NAV as of Jun 25, 2025

81.81

0.28%1D Change

Returns since inception

10.23%p.a.

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk|Hybrid|5 Star
NAV as of Jun 25, 2025

81.81

0.28%1D

Returns since inception

10.23%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
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 NameAssets (%)
Cash Offset For Derivatives33.81%
Reliance Industries Ltd9.23%
Bharti Airtel Ltd8.62%
Future on Reliance Industries Ltd8.3%
Future on Bharti Airtel Ltd7.44%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Mirae Asset Equity Saving...₹ 1,442 Cr
21.64 | 0.40%
Moderately High risk
Edelweiss Equity Savings ...₹ 639 Cr
27.54 | 0.21%
Moderate
DSP Equity Savings Fund D...₹ 678 Cr
19.81 | 0.35%
Moderately High risk
ICICI Prudential Equity S...₹ 13,555 Cr
24.14 | 0.21%
Moderate

NAV History - SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH

FUND

SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH

NAV (Jun 25, 2025)₹81.81
ClassHybrid | Equity Savings
Inception DateJan 01, 2013
Fund ManagerDwijendra Srivastava, Rohit Seksaria, Clyton Fernandes

FUND

SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹5000
Exit Load0.5% within 7 days

Returns

1W

1M

3M

6M

1Y

3Y

SUNDARAM EQUITY SAVI...0.32%1.27%4.47%4.61%9.76%14.98%

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
  • AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
  • Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.28 Lakhs ₹
Min investment of ₹500 required