1M
6M
1Y
3Y
5Y
All
| NAV: 14 Nov 2024 | ₹76.65 |
| Min. SIP amount | ₹100 |
| Rating | 4 |
| Fund size | ₹994.80Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Equity Savings
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 17.2% | 11.1% | 12.3% | 9.5% |
| Category average | 15.0% | 8.4% | 9.6% | NA |
| Rank with in category | 3 | 3 | 4 | NA |
Understand terms
Peer Comparison
| Hybrid, Equity Savings funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Equity Savings Fund Direct Growth | 5 | 22.4% | 12.8% | 477.96 |
Kotak Equity Savings Fund Direct Growth | 5 | 16.7% | 11.4% | 7,643.87 |
UTI Equity Savings Fund Direct Growth | 4 | 14.3% | 10.3% | 594.41 |
Edelweiss Equity Savings Fund Direct Growth | 4 | 15.0% | 9.7% | 508.67 |
ICICI Prudential Equity Savings Fund Direct Growth | 4 | 10.4% | 8.7% | 12,168.01 |
Holdings (106)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 6.76% |
GOI | Sovereign | GOI Sec | 6.04% |
Infosys Ltd. | Technology | Equity | 4.30% |
Bharti Airtel Ltd. | Communication | Equity | 4.11% |
Indusind Bank Ltd. | Financial | Equity | 3.57% |
Axis Bank Ltd. | Financial | Equity | 2.68% |
Reserve Bank of India | Financial | T-Bills | 2.64% |
Bajaj Finance Ltd. | Financial | Equity | 2.38% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.26% |
HDFC Bank Ltd. | Financial | Equity | 2.20% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 2.04% |
TD Power Systems Ltd. | Capital Goods | Equity | 1.73% |
GOI | Sovereign | GOI Sec | 1.67% |
GOI | Sovereign | GOI Sec | 1.65% |
Tata Motors Ltd. | Automobile | Equity | 1.62% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.61% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.58% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.55% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.54% |
Bharti Hexacom Ltd. | Communication | Equity | 1.47% |
Johnson Controls - Hitachi Air Conditioning India Ltd. | Consumer Discretionary | Equity | 1.46% |
Interglobe Aviation Ltd. | Services | Equity | 1.43% |
ICICI Bank Ltd. | Financial | Equity | 1.41% |
Larsen & Toubro Ltd. | Construction | Equity | 1.31% |
PNB Housing Finance Ltd. | Financial | Equity | 1.25% |
Tech Mahindra Ltd. | Technology | Equity | 1.20% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.14% |
HCL Technologies Ltd. | Technology | Equity | 1.13% |
Force Motors Ltd. | Automobile | Equity | 1.12% |
Bank Of Baroda | Financial | Equity | 1.10% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.08% |
Power Finance Corporation Ltd. | Financial | Debenture | 1.08% |
National Bank For Agriculture & Rural Development | Financial | FRB | 1.08% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 1.05% |
State Bank of India | Financial | Equity | 1.05% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.04% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.95% |
Delhivery Ltd. | Services | Equity | 0.92% |
Triveni Turbine Ltd. | Construction | Equity | 0.90% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.87% |
The Federal Bank Ltd. | Financial | Equity | 0.86% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.85% |
Zomato Ltd. | Services | Equity | 0.84% |
ICRA Ltd. | Services | Equity | 0.84% |
Cummins India Ltd. | Capital Goods | Equity | 0.81% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.75% |
United Breweries Ltd. | Consumer Staples | Equity | 0.75% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.73% |
Kesoram Industries Ltd. | Construction | Equity | 0.68% |
Info Edge (India) Ltd. | Services | Equity | 0.66% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.62% |
Ultratech Cement Ltd. | Construction | Equity | 0.61% |
Sterling and Wilson Renewable Energy Ltd. | Capital Goods | Equity | 0.54% |
Cipla Ltd. | Healthcare | Equity | 0.54% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.51% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.46% |
Adani Enterprises Ltd. | Services | Equity | 0.41% |
NTPC Ltd. | Energy | Equity | 0.40% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.37% |
Vedanta Ltd. | Metals & Mining | Equity | 0.33% |
ABB India Ltd. | Capital Goods | Equity | 0.32% |
Dalmia Bharat Ltd. | Construction | Equity | 0.32% |
DLF Ltd. | Construction | Equity | 0.32% |
Clean Science And Technology Ltd. | Chemicals | Equity | 0.32% |
CE Info Systems Ltd. | Technology | Equity | 0.32% |
United Spirits Ltd. | Consumer Staples | Equity | 0.29% |
DOMS Industries Ltd. | Consumer Staples | Equity | 0.27% |
Tata Technologies Ltd | Services | Equity | 0.26% |
Bajaj Finserv Ltd. | Financial | Equity | 0.24% |
ACC Ltd. | Construction | Equity | 0.22% |
JSW Steel Ltd. | Metals & Mining | Equity | 0.20% |
Canara Bank | Financial | Equity | 0.12% |
ITC Ltd. | Consumer Staples | Equity | 0.10% |
Ambuja Cements Ltd. | Construction | Equity | 0.06% |
Asian Paints Ltd. | Chemicals | Equity | 0.04% |
Bharat Forge Ltd. | Automobile | Equity | 0.01% |
Bharat Forge Ltd. | Automobile | Eq. Der. | -0.01% |
Ambuja Cements Ltd. | Construction | Eq. Der. | -0.06% |
ITC Ltd. | Consumer Staples | Eq. Der. | -0.10% |
JSW Steel Ltd. | Metals & Mining | Eq. Der. | -0.20% |
ACC Ltd. | Construction | Eq. Der. | -0.22% |
Bajaj Finserv Ltd. | Financial | Eq. Der. | -0.24% |
Larsen & Toubro Ltd. | Construction | Eq. Der. | -0.25% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Eq. Der. | -0.26% |
United Spirits Ltd. | Consumer Staples | Eq. Der. | -0.29% |
DLF Ltd. | Construction | Eq. Der. | -0.33% |
Vedanta Ltd. | Metals & Mining | Eq. Der. | -0.33% |
NTPC Ltd. | Energy | Eq. Der. | -0.40% |
Adani Enterprises Ltd. | Services | Eq. Der. | -0.41% |
Interglobe Aviation Ltd. | Services | Eq. Der. | -0.55% |
HDFC Life Insurance Co Ltd. | Insurance | Eq. Der. | -0.63% |
Aurobindo Pharma Ltd. | Healthcare | Eq. Der. | -0.75% |
Mahindra & Mahindra Ltd. | Automobile | Eq. Der. | -0.88% |
Hindustan Petroleum Corporation Ltd. | Energy | Eq. Der. | -1.05% |
Hindalco Industries Ltd. | Metals & Mining | Eq. Der. | -1.06% |
Bank Of Baroda | Financial | Eq. Der. | -1.11% |
HCL Technologies Ltd. | Technology | Eq. Der. | -1.13% |
Maruti Suzuki India Ltd. | Automobile | Eq. Der. | -1.19% |
Tata Consultancy Services Ltd. | Technology | Eq. Der. | -1.30% |
Bajaj Finance Ltd. | Financial | Eq. Der. | -1.30% |
Hindustan Unilever Ltd. | Consumer Staples | Eq. Der. | -1.44% |
Axis Bank Ltd. | Financial | Eq. Der. | -2.20% |
Bharti Airtel Ltd. | Communication | Eq. Der. | -2.67% |
Indusind Bank Ltd. | Financial | Eq. Der. | -3.06% |
Infosys Ltd. | Technology | Eq. Der. | -3.52% |
Reliance Industries Ltd. | Energy | Eq. Der. | -5.62% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.49%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 7 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
Dwijendra Srivastava
Jan 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sudhir KediaJan 2022 - PresentView details
Sudhir Kedia
Jan 2022 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Equity Savings Fund Direct Growth
VS
Add mutual fund to compare
MOST POPULAR ON GROWWVERSION - 5.5.2
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ