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sundaram equity savings fund growth
Sundaram Equity Savings Fund Growth

Sundaram Equity Savings Fund Growth

  • Moderate Risk
  • Allocation
  • Equity Savings
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NAV as on Jan 12, 2026
i
Price per unit of the scheme.
₹ 71.72320.09%1 Day Change
-0.49%
Minimum Investment₹100
Expense Ratio2.32%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
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 Fund Growth
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 Fund Growth
    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
    2.32%
    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
    May 23, 2002
    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 Fund Growth is an Allocation - Equity Savings fund. The fund was launched inMay 23, 2002. Its risk level is . The NAV of the fund as onJan 12, 2026 is ₹71.72. Its expense ratio is 2.32 %. 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 Yr9.16 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 237.05
    -1.26%
    -0.63%
    Very High Risk
    ₹1,483.79Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 23.27
    -0.67%
    -0.35%
    Very High Risk
    ₹3,358.25Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 178.42
    -0.88%
    -0.94%
    Very High Risk
    ₹1,102.59Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 237.05
    • Fund Size₹1,483.79Cr
    Fund Return-1.26%
    Category Return-0.63%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 23.27
    • Fund Size₹3,358.25Cr
    Fund Return-0.67%
    Category Return-0.35%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 178.42
    • Fund Size₹1,102.59Cr
    Fund Return-0.88%
    Category Return-0.94%
    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 Yr9.16 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 78.88
    0.41%
    0.26%
    Moderate Risk
    ₹36.38Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 44.99
    0.36%
    0.25%
    Moderate Risk
    ₹377.41Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 188.66
    -1.12%
    -0.95%
    High Risk
    ₹7,655.04Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 78.88
    • Fund Size₹36.38Cr
    Fund Return0.41%
    Category Return0.26%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 44.99
    • Fund Size₹377.41Cr
    Fund Return0.36%
    Category Return0.25%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 188.66
    • Fund Size₹7,655.04Cr
    Fund Return-1.12%
    Category Return-0.95%
    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 Yr26.55 %
    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
    ₹ 125.87
    2.31%
    0.56%
    Very High Risk
    ₹1,666.15Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 237.05
    -1.26%
    -0.63%
    Very High Risk
    ₹1,483.79Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 83.88
    -0.36%
    -0.37%
    Moderate Risk
    ₹1,201.14Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 125.87
    • Fund Size₹1,666.15Cr
    Fund Return2.31%
    Category Return0.56%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 237.05
    • Fund Size₹1,483.79Cr
    Fund Return-1.26%
    Category Return-0.63%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 83.88
    • Fund Size₹1,201.14Cr
    Fund Return-0.36%
    Category Return-0.37%
    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 Yr8.20 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 188.66
    -1.12%
    -0.95%
    High Risk
    ₹7,655.04Cr
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    ₹ 42.23
    -0.87%
    -0.64%
    High Risk
    ₹1,753.56Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 83.88
    -0.36%
    -0.37%
    Moderate Risk
    ₹1,201.14Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 188.66
    • Fund Size₹7,655.04Cr
    Fund Return-1.12%
    Category Return-0.95%
    Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
    High Risk
    • NAV₹ 42.23
    • Fund Size₹1,753.56Cr
    Fund Return-0.87%
    Category Return-0.64%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 83.88
    • Fund Size₹1,201.14Cr
    Fund Return-0.36%
    Category Return-0.37%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (38.71%)
    DEBT (14.36%)
    CASH (46.92%)
    Allocation by Market Cap
    Large Cap(67.90%)
    Mid Cap(6.19%)
    Small Cap(2.25%)
    Industry Holdings
    • Banks Regional31.04%
    • Telecom Services12.98%
    • Oil Gas Refining Marketing12.46%
    • Auto Manufacturers5.72%
    • Credit Services5.01%
    • Engineering Construction3.76%
    Stock Holdings
    • Bharti Airtel Ltd9.91%
    • Reliance Industries Ltd8.94%
    • Bharti Airtel Ltd Jan-20267.72%
    • ICICI Bank Ltd7.05%
    • Reliance Industries Ltd Jan-20266.56%
    • HDFC Bank Ltd5.21%

    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.
      0.89
      This Fund
      VS
      0.80
      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.
      1.54
      This Fund
      VS
      1.36
      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.
      5.03
      This Fund
      VS
      4.30
      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 Fund Growth ?
    The category of Sundaram Equity Savings Fund Growth is Allocation - Equity Savings
    What is the current NAV of Sundaram Equity Savings Fund Growth ?
    The current NAV of Sundaram Equity Savings Fund Growth as on Jan 12, 2026 is ₹71.72
    How safe is Sundaram Equity Savings Fund Growth ?
    The risk level of Sundaram Equity Savings Fund Growth is Moderate.
    What are short term returns given by Sundaram Equity Savings Fund Growth ?
    The return given by Sundaram Equity Savings Fund Growth in 1 month is -0.49%, 3 months is 0.77%, 6 months is 1.54%, and 1 year is 6.58%
    What are the long term returns given by Sundaram Equity Savings Fund Growth ?
    The return given by Sundaram Equity Savings Fund Growth in 3 years is 11.21% and 5 years is 10.56%.
    What is the expense ratio of Sundaram Equity Savings Fund Growth ?
    The expense ratio of Sundaram Equity Savings Fund Growth is 2.32%
    What is the AUM of Sundaram Equity Savings Fund Growth ?
    The assets under Management (AUM) of Sundaram Equity Savings Fund Growth is Rs 1,201.14 crores.
    What is the minimum investment in Sundaram Equity Savings Fund Growth ?
    The minimum Lumpsum investment in Sundaram Equity Savings Fund Growth is ₹100.00 and the minimum SIP investment in Sundaram Equity Savings Fund Growth is ₹100.00
    What is the asset allocation of Sundaram Equity Savings Fund Growth?
    Sundaram Equity Savings Fund Growth has an exposure of 38.71% in Equity, 14.36% in Debt and 46.92% in Cash & Money Market Securities

    bt_logoCALCULATORS

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