Sundaram Equity Savings - Direct Plan - Growth Option: NAV, Returns, Calculator, Expense Ratio & Review

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

Hybrid

5 Star

NAV as of Aug 29, 2025

81.37

-0.09%1D Change

Returns since inception

10.05%p.a.

Moderate Risk

Hybrid

5 Star

NAV as of Aug 29, 2025

81.37

-0.09%1D Change

Returns since inception

10.05%p.a.

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk|Hybrid|5 Star
NAV as of Aug 29, 2025

81.37

-0.09%1D

Returns since inception

10.05%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 ratio0.62%
  • Exit Load0.5% within 7 days
  • AUM (Fund size)₹1,091.91 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 Derivatives35.92%
Bharti Airtel Ltd8.78%
Reliance Industries Ltd8.25%
Future on Bharti Airtel Ltd7.19%
ICICI Bank Ltd6.36%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Edelweiss Equity Savings ...₹ 750 Cr
27.97
| -0.06%
Moderate
ICICI Prudential Equity S...₹ 15,302 Cr
24.34
| -0.08%
Moderate
Aditya Birla Sun Life Equ...₹ 839 Cr
24.47
| -0.04%
Moderate
DSP Equity Savings Fund D...₹ 678 Cr
24.33
| -0.08%
Moderately High risk

NAV History

FUND

Sundaram Equity Savings - Direct Plan - Growth Option

NAV (Aug 29, 2025)₹81.37
ClassHybrid | Equity Savings
Inception DateJan 01, 2013
Fund ManagerDwijendra Srivastava, Rohit Seksaria, Clyton Fernandes

FUND

Sundaram Equity Savings - Direct Plan - Growth Option

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...-0.92%-0.54%0.41%7.19%5.45%12.94%

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)

2.21 Lakhs ₹
Min investment of ₹500 required