Sundaram Equity Savings - Direct Plan - Growth Option
Moderate Risk
Hybrid
5 Star
NAV as of Jun 23, 2026
₹83.18
-0.35%1D Change
3Y returns
+36.47% ↑
Moderate Risk
Hybrid
5 Star
NAV as of Jun 23, 2026
₹83.18
-0.35%1D Change
3Y returns
+36.47% ↑
Sundaram Equity Savings - Direct Plan - Growth Option
Moderate Risk|Hybrid|5 Star
NAV as of Jun 23, 2026
₹83.18
-0.35%1D
3Y returns
+36.47% ↑
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 ratio0.75%
- Exit Load0.5% within 7 days
- AUM (Fund size)₹1,064.37 Crore
- Lock-in periodNo Lock-in
- Age13 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 | 43.57% |
| Bharti Airtel Ltd | 9.35% |
| Reliance Industries Ltd | 8.21% |
| Bharti Airtel Ltd Jun-2026 | 7.76% |
| ICICI Bank Ltd | 7.08% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Equity Savings Direc... | ₹ 1,016 Cr | ₹40.85 | -0.37% | Moderately High risk |
| Edelweiss Equity Savings ... | ₹ 1,365 Cr | ₹29.77 | -0.27% | Moderate |
| Aditya Birla Sun Life Equ... | ₹ 1,117 Cr | ₹25.68 | -0.16% | Moderate |
| Kotak Equity Savings Fund... | ₹ 10,108 Cr | ₹30.10 | -0.35% | Moderate |
NAV History - SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH
FUND | SUNDARAM EQUITY SAVINGS FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 23, 2026) | ₹83.18 |
| Class | Hybrid | Equity Savings |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Kumaresh Ramakrishnan, 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... | 0.08% | 1.25% | 4.46% | -1.37% | 2.21% | 10.93% |
Frequently Asked Questions
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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
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹63,673
Min investment of ₹500 required