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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 Nov 26, 2025
i
Price per unit of the scheme.
₹ 84.45580.51%1 Day Change
0.97%
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
    ₹ 1,171.27 Cr(As on Oct, 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 onNov 26, 2025 is ₹84.46. Its expense ratio is 0.64 %. The fund has an AUM of ₹1,171.27 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₹ 13,563.08 Cr
    • Highest Return In 1 Yr9.09 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 241.51
    1.89%
    -0.27%
    Very High Risk
    ₹1,480.99Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.60
    2.03%
    1.27%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 182.12
    1.07%
    -0.41%
    Very High Risk
    ₹1,096.58Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 241.51
    • Fund Size₹1,480.99Cr
    Fund Return1.89%
    Category Return-0.27%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.60
    • Fund Size₹3,358.25Cr
    Fund Return2.03%
    Category Return1.27%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 182.12
    • Fund Size₹1,096.58Cr
    Fund Return1.07%
    Category Return-0.41%
    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₹ 26,805.55 Cr
    • Highest Return In 1 Yr9.09 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 78.72
    0.60%
    0.61%
    Moderate Risk
    ₹37.09Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 44.90
    0.60%
    0.49%
    Moderate Risk
    ₹403.70Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 191.84
    1.21%
    -0.21%
    High Risk
    ₹7,332.62Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 78.72
    • Fund Size₹37.09Cr
    Fund Return0.60%
    Category Return0.61%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 44.90
    • Fund Size₹403.70Cr
    Fund Return0.60%
    Category Return0.49%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 191.84
    • Fund Size₹7,332.62Cr
    Fund Return1.21%
    Category Return-0.21%
    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₹ 16,558.15 Cr
    • Highest Return In 1 Yr24.42 %
    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
    ₹ 124.77
    3.71%
    3.27%
    Very High Risk
    ₹1,601.05Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 241.51
    1.89%
    -0.27%
    Very High Risk
    ₹1,480.99Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 84.46
    0.97%
    0.38%
    Moderate Risk
    ₹1,171.27Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 124.77
    • Fund Size₹1,601.05Cr
    Fund Return3.71%
    Category Return3.27%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 241.51
    • Fund Size₹1,480.99Cr
    Fund Return1.89%
    Category Return-0.27%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 84.46
    • Fund Size₹1,171.27Cr
    Fund Return0.97%
    Category Return0.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Clyton Fernandes
    Clyton Fernandes
    i
    Lead Fund Manager.
    Jun 2, 2025 - Present
    • Schemes managed3
    • Total AUM₹ 10,231.48 Cr
    • Highest Return In 1 Yr9.09 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 191.84
    1.21%
    -0.21%
    High Risk
    ₹7,332.62Cr
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    ₹ 42.78
    1.05%
    0.92%
    High Risk
    ₹1,727.59Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 84.46
    0.97%
    0.38%
    Moderate Risk
    ₹1,171.27Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 191.84
    • Fund Size₹7,332.62Cr
    Fund Return1.21%
    Category Return-0.21%
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    High Risk
    • NAV₹ 42.78
    • Fund Size₹1,727.59Cr
    Fund Return1.05%
    Category Return0.92%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 84.46
    • Fund Size₹1,171.27Cr
    Fund Return0.97%
    Category Return0.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (38.51%)
    DEBT (14.85%)
    CASH (46.64%)
    Allocation by Market Cap
    Large Cap(33.31%)
    Mid Cap(5.27%)
    Small Cap(1.46%)
    Industry Holdings
    • -%
    Stock Holdings
    • Bharti Airtel Ltd9.92%
    • Reliance Industries Ltd8.70%
    • ICICI Bank Ltd7.33%
    • HDFC Bank Ltd5.35%
    • State Bank of India3.98%
    • Axis Bank Ltd3.94%

    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.
      1.12
      This Fund
      VS
      0.74
      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.
      2.07
      This Fund
      VS
      1.24
      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.
      5.12
      This Fund
      VS
      4.40
      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 ₹ 77,321.53 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
    investor.helpdesk@hdfcbank.com
    aum
    AUM
    ₹ 77,321.53 Cr (
    As on Oct 31, 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 Nov 26, 2025 is ₹84.46
    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 0.97%, 3 months is 3.28%, 6 months is 4.49%, and 1 year is 9.09%
    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 13.09% and 5 years is 13.88%.
    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 1,171.27 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 38.51% in Equity, 14.85% in Debt and 46.64% in Cash & Money Market Securities

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