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Fund Overview of Sundaram Equity Savings Fund-growth
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₹1,064.4 CrAUM
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₹70.74NAV
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3.49%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Equity Savings Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.17% | NA | 2.16% |
| 6 Months | -1.45% | NA | 6.52% |
| 1 Year | 0.86% | 0.86% | 5.99% |
| 2 Years | 8.65% | 4.24% | 11.48% |
| 3 Years | 29.85% | 9.10% | 11.07% |
| 5 Years | 49.40% | 8.36% | 11.50% |
| 7 Years | 78.58% | 8.64% | NA |
| 10 Years | 120.80% | 8.24% | 9.04% |
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Asset Allocation
equities
34.79%debt instruments
12.56%other assets or cash equivalents
52.66%Sundaram Equity Savings Fund-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 23 May 2002, the fund aims Income generation and Capital appreciation over the medium term to long term. Investment in equity & equity related instruments, debt and money market instruments and arbitrage opportunities. It manages assets worth ₹1,064.4 crore as on Sun May 31, 2026. The expense ratio stands at 3.49%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Equity Savings Fund-growth
The portfolio allocation consists of 34.79% in equities, 12.56% in debt instruments, 52.66% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of 0.86% in the last year, a total return since inception of 8.06%.
Selecting the right best sip in india plays a vital role for long-term wealth creation.
Key Metrics of Sundaram Equity Savings Fund-growth
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Standard Deviation6.21%
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Sharpe Ratio0.49%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HSBC Equity Savings Fund Direct-growth  |
₹1,016 | 2.13% | 6.99% | 12.93% | 14.00% | 11.98% |
| HSBC Equity Savings Fund Direct-idcw Monthly |
₹1,016 | 2.13% | 6.99% | 12.93% | 14.00% | 11.98% |
| HSBC Equity Savings Fund Direct-idcw Quarterly |
₹1,016 | 2.13% | 6.99% | 12.93% | 14.00% | 11.98% |
| HSBC Equity Savings Fund-growth |
₹1,016 | 2.05% | 6.76% | 11.98% | 13.01% | 11.00% |
| HSBC Equity Savings Fund-idcw Monthly |
₹1,016 | 2.05% | 6.76% | 11.98% | 13.01% | 11.00% |
| HSBC Equity Savings Fund-idcw Quarterly |
₹1,016 | 2.05% | 6.76% | 11.98% | 13.01% | 11.00% |
| Kotak Equity Savings Fund Direct-growth |
₹10,108 | 0.53% | 3.16% | 6.19% | 11.06% | 10.64% |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹10,108 | 0.53% | 3.16% | 6.19% | 11.06% | 10.64% |
| Edelweiss Equity Savings Fund Direct-growth |
₹1,365 | 1.34% | 4.38% | 8.29% | 11.83% | 10.20% |
| Edelweiss Equity Savings Fund Direct-idcw |
₹1,365 | 1.34% | 4.38% | 8.29% | 11.83% | 10.20% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Equity Savings Fund Direct-growth
|
₹1,064 | 1.12% | 2.54% | -0.74% | 2.38% | 10.83% |
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Sundaram Equity Savings Fund-idcw Half Yearly
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₹1,064 | 0.99% | 2.17% | -1.45% | 0.86% | 9.10% |
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Sundaram Equity Savings Fund Direct-idcw Half Yearly
|
₹1,064 | 1.12% | 2.54% | -0.74% | 2.38% | 10.83% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Equity Savings Fund-growth |
₹16,733 | ₹23.09 | 7.25% | 7.24% | 7.87% |
| ICICI Prudential Equity Savings Fund Direct-growth |
₹16,733 | ₹24.89 | 7.76% | 7.78% | 8.53% |
| ICICI Prudential Equity Savings Fund-idcw Quarterly |
₹16,733 | ₹13.05 | 7.25% | 7.24% | 7.87% |
| ICICI Prudential Equity Savings Fund Direct-idcw Quarterly |
₹16,733 | ₹15.56 | 7.76% | 7.78% | 8.53% |
| Kotak Equity Savings Fund Direct-growth |
₹10,108 | ₹30.09 | 11.06% | 10.64% | 10.21% |
| Kotak Equity Savings Fund Regular-growth |
₹10,108 | ₹27.13 | 9.86% | 9.47% | 9.19% |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹10,108 | ₹21.60 | 11.06% | 10.64% | 10.21% |
| Kotak Equity Savings Fund Regular-idcw Monthly |
₹10,108 | ₹19.86 | 9.86% | 9.47% | 9.19% |
| HDFC Equity Savings Fund Regular-growth |
₹5,644 | ₹67.16 | 8.52% | 8.14% | 9.31% |
| HDFC Equity Savings Direct Plan-growth |
₹5,644 | ₹75.83 | 9.54% | 9.14% | 10.45% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cash Margin | Unspecified | 49.50% | ₹526.83 Cr |
| Bharti Airtel Ltd | Technology | 9.35% | ₹99.53 Cr |
| Reliance Industries Ltd | Energy & Utilities | 8.21% | ₹87.38 Cr |
| Icici Bank Ltd | Financial | 7.08% | ₹75.31 Cr |
| Hdfc Bank Ltd | Financial | 6.78% | ₹72.12 Cr |
| Axis Bank Ltd | Financial | 4.53% | ₹48.17 Cr |
| Larsen & Toubro Ltd | Industrials | 3.62% | ₹38.56 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.96% | ₹31.46 Cr |
| Repo | Unspecified | 2.94% | ₹31.34 Cr |
| Patanjali Foods Ltd | Consumer Staples | 2.40% | ₹25.58 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.38% | ₹25.33 Cr |
| Lic Housing Finance Limited Tr 419 Opt Ii 6.65 Loa 15fb27 Fvrs10lac | Financial | 2.32% | ₹24.73 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 2.27% | ₹24.11 Cr |
| Bajaj Finance Ltd | Financial | 2.22% | ₹23.62 Cr |
| State Bank Of India | Financial | 2.17% | ₹23.15 Cr |
| Hindalco Industries Ltd | Materials | 1.59% | ₹16.88 Cr |
| 7.37% Goi Cg 23-10-2028 | Entities | 1.44% | ₹15.32 Cr |
| Goi Sec 7.23 15/04/2039 | Entities | 1.41% | ₹15.02 Cr |
| Small Industries Development Bank Of India Sr Ii 7.47 Bd 05sp29 Fvrs1lac | Financial | 1.39% | ₹14.84 Cr |
| Government Of India 36232 Goi 21jl30 6.01 Fv Rs 100 | Entities | 1.38% | ₹14.65 Cr |
| Jsw Steel Ltd | Materials | 1.07% | ₹11.39 Cr |
| National Bank For Agriculture And Rural Development Sr 24a 7.5 Bd 31au26 Fvrs1lac | Financial | 0.94% | ₹9.99 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 0.93% | ₹9.93 Cr |
| Ntpc Ltd | Energy & Utilities | 0.93% | ₹9.92 Cr |
| Tata Steel Ltd | Materials | 0.91% | ₹9.72 Cr |
| Fractal Analytics Ltd. | 0.89% | ₹9.42 Cr | |
| Bharat Electronics Ltd | Industrials | 0.85% | ₹9.07 Cr |
| Pb Fintech Ltd | Financial | 0.85% | ₹9.04 Cr |
| Coforge Ltd | Technology | 0.78% | ₹8.33 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 0.77% | ₹8.22 Cr |
| Cummins India Ltd | Industrials | 0.72% | ₹7.66 Cr |
| Aurobindo Pharma Ltd | Healthcare | 0.70% | ₹7.45 Cr |
| Muthoot Finance Ltd | Financial | 0.68% | ₹7.23 Cr |
| Tata Power Company Ltd | Energy & Utilities | 0.66% | ₹7.04 Cr |
| Coromandel International Ltd | Materials | 0.64% | ₹6.84 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.62% | ₹6.57 Cr |
| Hcl Technologies Ltd | Technology | 0.62% | ₹6.55 Cr |
| Billionbrains Garage Ventures Ltd. | 0.61% | ₹6.49 Cr | |
| Zomato Ltd | Technology | 0.59% | ₹6.32 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 0.58% | ₹6.12 Cr |
| One 97 Communications Ltd | Industrials | 0.56% | ₹6.00 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 0.56% | ₹5.99 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 0.53% | ₹5.66 Cr |
| Amara Raja Batteries Ltd | Consumer Discretionary | 0.52% | ₹5.54 Cr |
| Ultratech Cement Ltd | Materials | 0.50% | ₹5.29 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 0.49% | ₹5.17 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 0.48% | ₹5.09 Cr |
| Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100 | Entities | 0.48% | ₹5.07 Cr |
| Mankind Pharma Ltd. | Healthcare | 0.47% | ₹5.05 Cr |
| Ambuja Cements Ltd | Materials | 0.44% | ₹4.70 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 0.42% | ₹4.47 Cr |
| Home First Finance Company India Ltd | Financial | 0.42% | ₹4.46 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.39% | ₹4.19 Cr |
| Jk Cement Ltd | Materials | 0.39% | ₹4.11 Cr |
| Interglobe Aviation Ltd | Industrials | 0.38% | ₹4.06 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 0.37% | ₹3.90 Cr |
| Crisil Ltd | Industrials | 0.35% | ₹3.77 Cr |
| Affle (india) Ltd | Industrials | 0.35% | ₹3.76 Cr |
| Uno Minda Ltd | Consumer Discretionary | 0.33% | ₹3.48 Cr |
| Prudent Corporate Advisory Services Ltd | Financial | 0.31% | ₹3.32 Cr |
| Indegene Ltd. | Healthcare | 0.31% | ₹3.31 Cr |
| Mtar Technologies Ltd | Industrials | 0.31% | ₹3.27 Cr |
| Bajaj Auto Limited June 2026 Future | Consumer Discretionary | 0.29% | ₹3.08 Cr |
| Vedanta Aluminium Metal Ltd | 0.28% | ₹2.96 Cr | |
| Bajaj Finserv Ltd | Financial | 0.28% | ₹2.94 Cr |
| Ccl Products (india) Ltd | Consumer Staples | 0.27% | ₹2.91 Cr |
| Vedanta Ltd | Materials | 0.27% | ₹2.84 Cr |
| Gail (india) Ltd | Energy & Utilities | 0.25% | ₹2.70 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 0.25% | ₹2.66 Cr |
| Prestige Estates Projects Ltd | Real Estate | 0.23% | ₹2.41 Cr |
| Cash/net Current Assets | Unspecified | 0.22% | ₹2.30 Cr |
| Kei Industries Ltd | Industrials | 0.18% | ₹1.95 Cr |
| Elecon Engineering Company Ltd | Industrials | 0.15% | ₹1.64 Cr |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | 0.13% | ₹1.43 Cr |
| Hindustan Aeronautics Ltd | Industrials | 0.12% | ₹1.31 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 0.12% | ₹1.25 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 0.08% | ₹0.83 Cr |
| Vedanta Power Ltd | Industrials | 0.04% | ₹0.38 Cr |
| Vedanta Oil And Gas Ltd | Materials | 0.03% | ₹0.32 Cr |
| Vedanta Iron And Steel Ltd | 0.02% | ₹0.24 Cr | |
| Kwality Walls India Ltd | 0.01% | ₹0.12 Cr | |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.00% | ₹0.04 Cr |
| Sun Pharmaceuticals Ltd Jun-2026 | Healthcare | -0.04% | ₹-0.45 Cr |
| Maruti Suzuki India Limited June 2026 Future | Consumer Discretionary | -0.26% | ₹-2.79 Cr |
| Bajaj Finserv Limited June 2026 Future | Financial | -0.28% | ₹-2.97 Cr |
| Ambuja Cements Limited June 2026 Future | Materials | -0.44% | ₹-4.73 Cr |
| Eternal Limited June 2026 Future | Technology | -0.60% | ₹-6.39 Cr |
| Aurobindo Pharma Limited June 2026 Future | Healthcare | -0.71% | ₹-7.52 Cr |
| Ntpc Limited July 2026 Future | Energy & Utilities | -0.95% | ₹-10.09 Cr |
| Jsw Steel Limited July 2026 Future | Materials | -1.08% | ₹-11.53 Cr |
| Bajaj Finance Ltd.-jun2026 | Financial | -1.18% | ₹-12.53 Cr |
| Mahindra & Mahindra Limited July 2026 Future | Consumer Discretionary | -1.22% | ₹-12.94 Cr |
| Hindalco Industries Limited July 2026 Future | Materials | -1.61% | ₹-17.11 Cr |
| Kotak Mahindra Bank Limited June 2026 Future | Financial | -1.77% | ₹-18.87 Cr |
| Larsen & Toubro Limited June 2026 Future | Industrials | -1.79% | ₹-19.07 Cr |
| State Bank Of India June 2026 Future | Financial | -2.19% | ₹-23.36 Cr |
| Patanjali Foods Limited June 2026 Future | Consumer Staples | -2.41% | ₹-25.68 Cr |
| Hdfc Bank Limited June 2026 Future | Financial | -4.03% | ₹-42.92 Cr |
| Axis Bank Limited July 2026 Future | Financial | -4.60% | ₹-48.98 Cr |
| Icici Bank Limited June 2026 Future | Financial | -4.65% | ₹-49.52 Cr |
| Reliance Industries Limited June 2026 Future | Energy & Utilities | -6.27% | ₹-66.76 Cr |
| Bharti Airtel Limited June 2026 Future | Technology | -7.76% | ₹-82.64 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Equity Savings Fund Direct-growth |
₹40.63 | 14.00% | 11.98% | - |
| HSBC Equity Savings Fund Direct-idcw Monthly |
₹17.66 | 14.00% | 11.98% | - |
| HSBC Equity Savings Fund Direct-idcw Quarterly |
₹18.50 | 14.00% | 11.98% | - |
| HSBC Equity Savings Fund-growth |
₹36.34 | 13.01% | 11.00% | - |
| HSBC Equity Savings Fund-idcw Monthly |
₹15.49 | 13.01% | 11.00% | - |
| HSBC Equity Savings Fund-idcw Quarterly |
₹16.62 | 13.01% | 11.00% | - |
| Kotak Equity Savings Fund Direct-growth |
₹30.09 | 11.06% | 10.64% | - |
| Kotak Equity Savings Fund Direct-idcw Monthly |
₹21.60 | 11.06% | 10.64% | - |
| Edelweiss Equity Savings Fund Direct-growth |
₹29.73 | 11.83% | 10.20% | - |
| Edelweiss Equity Savings Fund Direct-idcw |
₹21.61 | 11.83% | 10.20% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Equity Savings Fund-growth
What is the current AUM of Sundaram Equity Savings Fund-growth?
As of Sun May 31, 2026, Sundaram Equity Savings Fund-growth manages assets worth ₹1,064.4 crore
How has Sundaram Equity Savings Fund-growth performed recently?
- 3 Months: 2.17%
- 6 Months: -1.45%
What is the long-term performance of Sundaram Equity Savings Fund-growth?
- 3 Years CAGR: 9.10%
- 5 Years CAGR: 8.36%
- Since Inception: 8.06%
What is the portfolio composition of Sundaram Equity Savings Fund-growth?
Equity: 34.79%, Debt: 12.56%, Others: 52.66%.
Who manages Sundaram Equity Savings Fund-growth?
Sundaram Equity Savings Fund-growth is managed by Rohit Seksaria from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Equity Savings Fund-growth?
Large Cap: 82.02%, Mid Cap: 11.68%, Small Cap: 6.30%.
Which are the top companies Sundaram Equity Savings Fund-growth has invested in?
- Cash Margin – 49.50% of the fund's portfolio
- Bharti Airtel Ltd – 9.35% of the fund's portfolio
- Reliance Industries Ltd – 8.21% of the fund's portfolio
- ICICI Bank Ltd – 7.08% of the fund's portfolio
- HDFC Bank Ltd – 6.78% of the fund's portfolio
Which are the major sectors Sundaram Equity Savings Fund-growth focuses on?
- Unspecified – 52.66% of the fund's portfolio
- Financial – 16.40% of the fund's portfolio
- Entities – 6.97% of the fund's portfolio
- Industrials – 5.86% of the fund's portfolio
- Consumer Discretionary – 3.99% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
