Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk
Allocation
Equity Savings

NAV as on May 12, 2026

Price per unit of the scheme.

₹ 82.0542-0.74%1 Day Change

-0.25%

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.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

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

FUND 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.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Equity Savings - Direct Plan - Growth Option

Allocation: Equity Savings Average NAV

Topper in Allocation: Equity Savings

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN 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

FUND 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

₹ 1,070.66 Cr(As on Mar, 2026)

Inception Date

Jan 01, 2013

Turnover

387.00 %

Exit Load

0.5% if redeemed within 7 days

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 onMay 12, 2026 is ₹82.05. Its expense ratio is 0.64 %. The fund has an AUM of ₹1,070.66 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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FUND MANAGER

Sudhir Kedia

Lead Fund Manager.

Oct 29, 2019 - Present

Schemes managed7
Total AUM₹ 11,653.26 Cr
Highest Return In 1 Yr2.55 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 218.27

-2.52%

1.85%

Very High Risk

₹1,212.50Cr

Sundaram Large Cap Fund Dir Gr

₹ 21.51

-2.62%

0.03%

Very High Risk

₹2,889.32Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹ 169.90

-0.57%

0.12%

Very High Risk

₹947.70Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 218.27
Fund Size₹1,212.50Cr

Fund Return-2.52%

Category Return1.85%

Sundaram Large Cap Fund Dir Gr

Very High Risk--

NAV₹ 21.51
Fund Size₹2,889.32Cr

Fund Return-2.62%

Category Return0.03%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV₹ 169.90
Fund Size₹947.70Cr

Fund Return-0.57%

Category Return0.12%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Dwijendra Srivastava

Lead Fund Manager.

Jan 1, 2022 - Present

Schemes managed15
Total AUM₹ 22,993.77 Cr
Highest Return In 1 Yr6.88 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Medium Term Bond - Direct Plan - Growth Option

₹ 79.20

0.11%

0.05%

Moderate Risk

₹33.94Cr

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

₹ 45.48

0.21%

0.16%

Moderate Risk

₹272.43Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹ 179.36

-1.02%

1.30%

High Risk

₹7,653.49Cr

Sundaram Medium Term Bond - Direct Plan - Growth Option

Moderate Risk

NAV₹ 79.20
Fund Size₹33.94Cr

Fund Return0.11%

Category Return0.05%

Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option

Moderate Risk

NAV₹ 45.48
Fund Size₹272.43Cr

Fund Return0.21%

Category Return0.16%

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV₹ 179.36
Fund Size₹7,653.49Cr

Fund Return-1.02%

Category Return1.30%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Rohit Seksaria

Lead Fund Manager.

Jan 1, 2022 - Present

Schemes managed11
Total AUM₹ 15,833.39 Cr
Highest Return In 1 Yr32.78 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹ 116.91

-2.50%

-1.59%

Very High Risk

₹1,438.57Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 218.27

-2.52%

1.85%

Very High Risk

₹1,212.50Cr

Sundaram Equity Savings - Direct Plan - Growth Option

₹ 82.05

-0.25%

0.12%

Moderate Risk

₹1,070.66Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV₹ 116.91
Fund Size₹1,438.57Cr

Fund Return-2.50%

Category Return-1.59%

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 218.27
Fund Size₹1,212.50Cr

Fund Return-2.52%

Category Return1.85%

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

NAV₹ 82.05
Fund Size₹1,070.66Cr

Fund Return-0.25%

Category Return0.12%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Clyton Fernandes

Lead Fund Manager.

Jun 2, 2025 - Present

Schemes managed5
Total AUM₹ 11,971.10 Cr
Highest Return In 1 Yr11.64 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Aggressive Hybrid Fund Direct Plan Growth

₹ 179.36

-1.02%

1.30%

High Risk

₹7,653.49Cr

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

₹ 40.63

-0.81%

0.85%

High Risk

₹1,564.62Cr

Sundaram Equity Savings - Direct Plan - Growth Option

₹ 82.05

-0.25%

0.12%

Moderate Risk

₹1,070.66Cr

Sundaram Aggressive Hybrid Fund Direct Plan Growth

High Risk

NAV₹ 179.36
Fund Size₹7,653.49Cr

Fund Return-1.02%

Category Return1.30%

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

High Risk

NAV₹ 40.63
Fund Size₹1,564.62Cr

Fund Return-0.81%

Category Return0.85%

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

NAV₹ 82.05
Fund Size₹1,070.66Cr

Fund Return-0.25%

Category Return0.12%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Mar, 2026

EQUITY (37.51%)

DEBT (12.50%)

CASH (49.99%)

Allocation by Market Cap

Large Cap(29.74%)

Mid Cap(5.48%)

Small Cap(2.02%)

Industry Holdings

Banks Regional30.99%
Telecom Services12.83%
Oil Gas Refining Marketing12.11%
Auto Manufacturers5.46%
Information Technology Services4.14%
Credit Services3.99%

Stock Holdings

Bharti Airtel Ltd9.47%
Reliance Industries Ltd8.70%
HDFC Bank Ltd7.51%
Future on Bharti Airtel Ltd7.44%
ICICI Bank Ltd7.11%
Future on Reliance Industries Ltd6.33%

PERFORMANCE 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.
----

HISTORICAL 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.
0.83
This Fund
VS
0.54
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.
1.27
This Fund
VS
0.81
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.
6.23
This Fund
VS
5.18
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 66,889.29 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.

Phone

+91 44 28583362/3367

customer@principalindia.com

AUM

₹ 66,889.29 Cr (

As on Mar 31, 2026

)

Address

Sundaram Towers, Chennai,600 014

FAQs

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 May 12, 2026 is ₹82.05

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 -0.25%, 3 months is -2.67%, 6 months is -2.11%, and 1 year is 2.55%

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 11.18% and 5 years is 11.25%.

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 1,070.66 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 37.51% in Equity, 12.50% in Debt and 49.99% in Cash & Money Market Securities