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sundaram equity savings - direct plan - growth option
Sundaram Equity Savings - Direct Plan - Growth Option

Sundaram Equity Savings - Direct Plan - Growth Option

  • Moderate Risk
  • Allocation
  • Equity Savings
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NAV as on Dec 24, 2025
i
Price per unit of the scheme.
₹ 84.3134-0.03%1 Day Change
0.37%
Minimum Investment₹100
Expense Ratio0.64%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
5
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Equity Savings - Direct Plan - Growth Option
VS
Allocation: Equity Savings Average NAV
    Topper in Allocation: Equity Savings
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Equity Savings - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    NIFTY Equity Savings TR INR
    Expense Ratio
    0.64%
    Category Avg Expense Ratio
    0.71%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 1,201.14 Cr(As on Nov, 2025)
    Inception Date
    Jan 01, 2013
    Turnover
    387.00 %
    Exit Load
    0.5% if redeemed within 7 days

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

    Sundaram Equity Savings - Direct Plan - Growth Option is an Allocation - Equity Savings fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onDec 24, 2025 is ₹84.31. Its expense ratio is 0.64 %. The fund has an AUM of ₹1,201.14 Cr.The fund is managed byDwijendra Srivastava,Rohit Seksaria,Sudhir Kedia,Clyton Fernandes.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    Oct 29, 2019 - Present
    • Schemes managed7
    • Total AUM₹ 13,620.87 Cr
    • Highest Return In 1 Yr8.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 241.16
    0.79%
    0.35%
    Very High Risk
    ₹1,483.79Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.44
    0.22%
    0.78%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 181.47
    0.83%
    0.66%
    Very High Risk
    ₹1,102.59Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 241.16
    • Fund Size₹1,483.79Cr
    Fund Return0.79%
    Category Return0.35%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.44
    • Fund Size₹3,358.25Cr
    Fund Return0.22%
    Category Return0.78%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 181.47
    • Fund Size₹1,102.59Cr
    Fund Return0.83%
    Category Return0.66%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed15
    • Total AUM₹ 26,492.51 Cr
    • Highest Return In 1 Yr8.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 78.75
    0.15%
    0.12%
    Moderate Risk
    ₹36.38Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 44.92
    0.17%
    0.04%
    Moderate Risk
    ₹377.41Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 190.78
    0.28%
    0.58%
    High Risk
    ₹7,655.04Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 78.75
    • Fund Size₹36.38Cr
    Fund Return0.15%
    Category Return0.12%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 44.92
    • Fund Size₹377.41Cr
    Fund Return0.17%
    Category Return0.04%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 190.78
    • Fund Size₹7,655.04Cr
    Fund Return0.28%
    Category Return0.58%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed10
    • Total AUM₹ 16,745.51 Cr
    • Highest Return In 1 Yr24.85 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 124.10
    0.76%
    0.47%
    Very High Risk
    ₹1,666.15Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 241.16
    0.79%
    0.35%
    Very High Risk
    ₹1,483.79Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 84.31
    0.37%
    0.29%
    Moderate Risk
    ₹1,201.14Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 124.10
    • Fund Size₹1,666.15Cr
    Fund Return0.76%
    Category Return0.47%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 241.16
    • Fund Size₹1,483.79Cr
    Fund Return0.79%
    Category Return0.35%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 84.31
    • Fund Size₹1,201.14Cr
    Fund Return0.37%
    Category Return0.29%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Clyton Fernandes
    Clyton Fernandes
    i
    Lead Fund Manager.
    Jun 2, 2025 - Present
    • Schemes managed5
    • Total AUM₹ 12,494.00 Cr
    • Highest Return In 1 Yr8.12 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 190.78
    0.28%
    0.58%
    High Risk
    ₹7,655.04Cr
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    ₹ 42.59
    0.24%
    0.53%
    High Risk
    ₹1,753.56Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 84.31
    0.37%
    0.29%
    Moderate Risk
    ₹1,201.14Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 190.78
    • Fund Size₹7,655.04Cr
    Fund Return0.28%
    Category Return0.58%
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    High Risk
    • NAV₹ 42.59
    • Fund Size₹1,753.56Cr
    Fund Return0.24%
    Category Return0.53%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 84.31
    • Fund Size₹1,201.14Cr
    Fund Return0.37%
    Category Return0.29%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Nov, 2025
    EQUITY (38.60%)
    DEBT (14.49%)
    CASH (46.91%)
    Allocation by Market Cap
    Large Cap(32.56%)
    Mid Cap(5.80%)
    Small Cap(1.60%)
    Industry Holdings
    • Banks Regional31.33%
    • Telecom Services12.92%
    • Oil Gas Refining Marketing12.31%
    • Auto Manufacturers5.48%
    • Credit Services4.93%
    • Engineering Construction3.70%
    Stock Holdings
    • Bharti Airtel Ltd9.89%
    • Reliance Industries Ltd8.89%
    • Future on Bharti Airtel Ltd7.75%
    • ICICI Bank Ltd7.32%
    • Future on Reliance Industries Ltd6.59%
    • HDFC Bank Ltd5.27%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.15
      This Fund
      VS
      0.73
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.12
      This Fund
      VS
      1.21
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      5.11
      This Fund
      VS
      4.36
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 76,663.30 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    customer@principalindia.com
    aum
    AUM
    ₹ 76,663.30 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Equity Savings - Direct Plan - Growth Option ?
    The category of Sundaram Equity Savings - Direct Plan - Growth Option is Allocation - Equity Savings
    What is the current NAV of Sundaram Equity Savings - Direct Plan - Growth Option ?
    The current NAV of Sundaram Equity Savings - Direct Plan - Growth Option as on Dec 24, 2025 is ₹84.31
    How safe is Sundaram Equity Savings - Direct Plan - Growth Option ?
    The risk level of Sundaram Equity Savings - Direct Plan - Growth Option is Moderate.
    What are short term returns given by Sundaram Equity Savings - Direct Plan - Growth Option ?
    The return given by Sundaram Equity Savings - Direct Plan - Growth Option in 1 month is 0.37%, 3 months is 2.20%, 6 months is 3.36%, and 1 year is 8.12%
    What are the long term returns given by Sundaram Equity Savings - Direct Plan - Growth Option ?
    The return given by Sundaram Equity Savings - Direct Plan - Growth Option in 3 years is 13.86% and 5 years is 13.18%.
    What is the expense ratio of Sundaram Equity Savings - Direct Plan - Growth Option ?
    The expense ratio of Sundaram Equity Savings - Direct Plan - Growth Option is 0.64%
    What is the AUM of Sundaram Equity Savings - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Equity Savings - Direct Plan - Growth Option is Rs 1,201.14 crores.
    What is the minimum investment in Sundaram Equity Savings - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Equity Savings - Direct Plan - Growth Option is ₹100.00 and the minimum SIP investment in Sundaram Equity Savings - Direct Plan - Growth Option is ₹100.00
    What is the asset allocation of Sundaram Equity Savings - Direct Plan - Growth Option?
    Sundaram Equity Savings - Direct Plan - Growth Option has an exposure of 38.60% in Equity, 14.49% in Debt and 46.91% in Cash & Money Market Securities

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