Sundaram Equity Savings Fund-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.90%
NAV: ₹71.22 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Equity Savings Fund-Growth

  • ₹943.1 Cr
    AUM
  • ₹71.22
    NAV
  • 2.82%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Equity Savings Fund-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.90% NA 2.16%
6 Months 1.21% NA 6.52%
1 Year -0.73% -0.73% 5.99%
2 Years 5.54% 2.73% 11.48%
3 Years 24.69% 7.63% 11.07%
5 Years 40.38% 7.02% 11.50%
7 Years 75.63% 8.38% NA
10 Years 110.00% 7.70% 9.04%
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Equity Savings Fund-Growth

equities

37.02%

debt instruments

12.42%

other assets or cash equivalents

49.04%
Large Cap: 78.25%
Mid Cap: 11.34%
Small Cap: 10.42%
Other: 0.00%
Top Holdings
Cash Margin
49.50%
Cash Margin
49.74%
Cash Margin
49.74%
Cash Margin
49.74%
Cash Margin
49.74%
 
Top Sectors
Unspecified
870.48%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Equity Savings Fund-Growth

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 ₹943.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.82%.
The portfolio allocation consists of 37.02% in equities, 12.42% in debt instruments, 49.04% in other assets or cash equivalents.Managed by Rohit Seksaria, it has delivered a return of -0.73% in the last year, a total return since inception of 7.96%.
Selecting the right best sip in india plays a vital role for long-term wealth creation.

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  • Clyton Richard Fernandes

    Fund Manager

  • Mr. Fernandes has done B.E and MBA

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

Key Metrics of Sundaram Equity Savings Fund-Growth

  • Standard Deviation
    6.20%
  • Mean
    7.08%
  • Sharpe Ratio
    0.24%
  • Sortino Ratio
    0.31%

Sundaram Equity Savings Fund-Growth Fund Details

Fund Names Sundaram Equity Savings Fund-Growth
Inception Date 23 May 2002
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹1000
 
Risk Principal at moderate risk
Category Average Annual Returns 5.99
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Equity Savings Fund-Growth Fund Returns Comparison

Compare Sundaram Equity Savings Fund-Growth with other mutual funds in the same category

Sundaram Equity Savings Fund-Growth

HSBC Equity Savings Fund Direct-Growth

HSBC Equity Savings Fund Direct-IDCW Monthly

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
HSBC Equity Savings Fund Direct-Growth trend ₹1,558 1.95% 0.84% 8.74% 13.35% 11.11%
HSBC Equity Savings Fund Direct-IDCW Monthly trend ₹1,558 1.95% 0.84% 8.74% 13.35% 11.11%
HSBC Equity Savings Fund Direct-IDCW Quarterly trend ₹1,558 1.95% 0.84% 8.74% 13.35% 11.11%
HSBC Equity Savings Fund-Growth trend ₹1,558 1.86% 0.59% 7.79% 12.35% 10.13%
HSBC Equity Savings Fund-IDCW Monthly trend ₹1,558 1.86% 0.59% 7.79% 12.35% 10.13%
HSBC Equity Savings Fund-IDCW Quarterly trend ₹1,558 1.86% 0.59% 7.79% 12.35% 10.13%
Edelweiss Equity Savings Fund Direct-Growth trend ₹1,704 1.27% 1.44% 7.27% 11.41% 9.63%
Edelweiss Equity Savings Fund Direct-IDCW trend ₹1,704 1.27% 1.44% 7.27% 11.41% 9.63%
Edelweiss Equity Savings Fund Direct-IDCW Monthly trend ₹1,704 1.27% 1.44% 7.27% 11.41% 9.63%
Kotak Equity Savings Fund Direct-Growth trend ₹10,443 1.19% -0.66% 3.11% 10.00% 9.50%
View More
increase 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
Sundaram Equity Savings Fund Direct-Growth increase ₹943 2.26% -0.54% 1.95% 0.73% 9.31%
Sundaram Equity Savings Fund-IDCW Half Yearly increase ₹943 2.14% -0.90% 1.21% -0.73% 7.63%
Sundaram Equity Savings Fund Direct-IDCW Half Yearly increase ₹943 2.26% -0.54% 1.95% 0.73% 9.31%
increase growth is based on 1-month returns of the funds

Sundaram Equity Savings Fund-Growth Calculator

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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Equity Savings Fund Direct-Growth trend ₹14,905 ₹25.55 7.23% 7.60% 8.09%
ICICI Prudential Equity Savings Fund-Growth trend ₹14,905 ₹23.65 6.72% 7.07% 7.44%
ICICI Prudential Equity Savings Fund Direct-IDCW Quarterly trend ₹14,905 ₹15.79 7.23% 7.60% 8.09%
ICICI Prudential Equity Savings Fund-IDCW Quarterly trend ₹14,905 ₹13.19 6.72% 7.07% 7.44%
Kotak Equity Savings Fund Direct-Growth trend ₹10,443 ₹30.61 10.00% 9.50% 9.93%
Kotak Equity Savings Fund Regular-Growth trend ₹10,443 ₹27.49 8.81% 8.34% 8.91%
Kotak Equity Savings Fund Regular-IDCW Monthly trend ₹10,443 ₹20.13 8.81% 8.34% 8.91%
Kotak Equity Savings Fund Direct-IDCW Monthly trend ₹10,443 ₹21.82 10.00% 9.50% 9.93%
HDFC Equity Savings Fund Regular-Growth trend ₹5,532 ₹68.60 7.94% 7.27% 8.60%
HDFC Equity Savings Direct Plan-Growth trend ₹5,532 ₹77.73 8.96% 8.26% 9.71%
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Top funds are based on Fund AUM

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Sundaram Equity Savings Fund-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified49.50%₹526.83 Cr
Cash MarginUnspecified49.74%₹519.29 Cr
Cash MarginUnspecified49.74%₹519.29 Cr
Cash MarginUnspecified49.74%₹519.29 Cr
Cash MarginUnspecified49.74%₹519.29 Cr
Cash MarginUnspecified44.09%₹475.75 Cr
Cash MarginUnspecified37.95%₹455.89 Cr
Cash MarginUnspecified37.63%₹454.04 Cr
Cash MarginUnspecified45.15%₹452.67 Cr
Cash MarginUnspecified45.15%₹452.67 Cr
Cash MarginUnspecified45.15%₹452.67 Cr
Cash MarginUnspecified45.15%₹452.67 Cr
Cash MarginUnspecified45.15%₹452.67 Cr
Cash MarginUnspecified38.10%₹446.22 Cr
Cash MarginUnspecified38.10%₹446.22 Cr
Cash MarginUnspecified36.32%₹434.09 Cr
Cash MarginUnspecified45.64%₹430.42 Cr
Cash MarginUnspecified45.64%₹430.42 Cr
Cash MarginUnspecified36.24%₹428.24 Cr
Cash MarginUnspecified36.55%₹421.31 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
HSBC Equity Savings Fund Direct-Growth increase ₹41.62 13.35% 11.11% -
HSBC Equity Savings Fund Direct-IDCW Monthly increase ₹17.53 13.35% 11.11% -
HSBC Equity Savings Fund Direct-IDCW Quarterly increase ₹18.24 13.35% 11.11% -
HSBC Equity Savings Fund-Growth increase ₹37.09 12.35% 10.13% -
HSBC Equity Savings Fund-IDCW Monthly increase ₹15.30 12.35% 10.13% -
HSBC Equity Savings Fund-IDCW Quarterly increase ₹16.31 12.35% 10.13% -
Edelweiss Equity Savings Fund Direct-Growth increase ₹30.81 11.41% 9.63% -
Edelweiss Equity Savings Fund Direct-IDCW increase ₹21.78 11.41% 9.63% -
Edelweiss Equity Savings Fund Direct-IDCW Monthly increase ₹16.75 11.41% 9.63% -
Kotak Equity Savings Fund Direct-Growth increase ₹30.61 10.00% 9.50% -
View More
increase 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 Wed Sep 30, 2026, Sundaram Equity Savings Fund-Growth manages assets worth ₹943.1 crore

How has Sundaram Equity Savings Fund-Growth performed recently?

  • 3 Months: -0.90%
  • 6 Months: 1.21%

What is the long-term performance of Sundaram Equity Savings Fund-Growth?

  • 3 Years CAGR: 7.63%
  • 5 Years CAGR: 7.02%
  • Since Inception: 7.96%

What is the portfolio composition of Sundaram Equity Savings Fund-Growth?

Equity: 37.02%, Debt: 12.42%, Others: 49.04%.

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: 78.25%, Mid Cap: 11.34%, Small Cap: 10.42%.

Which are the top companies Sundaram Equity Savings Fund-Growth has invested in?

  • Cash Margin – 49.50% of the fund's portfolio
  • Cash Margin – 49.74% of the fund's portfolio
  • Cash Margin – 49.74% of the fund's portfolio
  • Cash Margin – 49.74% of the fund's portfolio
  • Cash Margin – 49.74% of the fund's portfolio

Which are the major sectors Sundaram Equity Savings Fund-Growth focuses on?

  • Unspecified – 870.48% of the fund's portfolio
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