1M
6M
1Y
3Y
5Y
All
| NAV: 12 Dec 2024 | ₹78.54 |
| 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 | 17.1% | 12.4% | 12.7% | 9.6% |
| Category average | 13.2% | 9.1% | 10.0% | 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 | 26.6% | 15.0% | 477.96 |
Kotak Equity Savings Fund Direct Growth | 5 | 16.8% | 13.1% | 7,643.87 |
SBI Equity Savings Fund Direct Growth | 4 | 14.9% | 11.2% | 5,410.46 |
Edelweiss Equity Savings Fund Direct Growth | 4 | 15.3% | 10.8% | 508.67 |
ICICI Prudential Equity Savings Fund Direct Growth | 4 | 10.1% | 9.2% | 12,168.01 |
Holdings (97)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 6.69% |
Reliance Industries Ltd. | Energy | Equity | 5.58% |
Bank Of Baroda | Financial | CD | 5.02% |
Punjab National Bank | Financial | CD | 5.01% |
Bharti Airtel Ltd. | Communication | Equity | 4.86% |
Axis Bank Ltd. | Financial | Equity | 4.26% |
Infosys Ltd. | Technology | Equity | 3.64% |
ICICI Bank Ltd. | Financial | Equity | 2.95% |
HDFC Bank Ltd. | Financial | Equity | 2.77% |
Canara Bank | Financial | CD | 2.50% |
Indusind Bank Ltd. | Financial | Equity | 2.47% |
Larsen & Toubro Ltd. | Construction | Equity | 1.83% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.77% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.74% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.73% |
GOI | Sovereign | GOI Sec | 1.57% |
GOI | Sovereign | GOI Sec | 1.55% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.51% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.51% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.48% |
Johnson Controls - Hitachi Air Conditioning India Ltd. | Consumer Discretionary | Equity | 1.42% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.39% |
Tata Consultancy Services Ltd. | Technology | Equity | 1.29% |
PNB Housing Finance Ltd. | Financial | Equity | 1.16% |
Interglobe Aviation Ltd. | Services | Equity | 1.13% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.12% |
HCL Technologies Ltd. | Technology | Equity | 1.06% |
Bank Of Baroda | Financial | Equity | 1.03% |
Bajaj Finance Ltd. | Financial | Equity | 1.03% |
Power Finance Corporation Ltd. | Financial | Debenture | 1.02% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.02% |
National Bank For Agriculture & Rural Development | Financial | FRB | 1.01% |
Bharti Hexacom Ltd. | Communication | Equity | 1.00% |
Force Motors Ltd. | Automobile | Equity | 0.99% |
State Bank of India | Financial | Equity | 0.99% |
Tech Mahindra Ltd. | Technology | Equity | 0.98% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.96% |
Delhivery Ltd. | Services | Equity | 0.95% |
ICRA Ltd. | Services | Equity | 0.95% |
Ultratech Cement Ltd. | Construction | Equity | 0.89% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.89% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.85% |
The Federal Bank Ltd. | Financial | Equity | 0.84% |
Zomato Ltd. | Services | Equity | 0.76% |
Cummins India Ltd. | Capital Goods | Equity | 0.71% |
United Breweries Ltd. | Consumer Staples | Equity | 0.66% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.64% |
Kesoram Industries Ltd. | Construction | Equity | 0.64% |
TD Power Systems Ltd. | Capital Goods | Equity | 0.63% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.62% |
Info Edge (India) Ltd. | Services | Equity | 0.60% |
Tata Motors Ltd. | Automobile | Equity | 0.59% |
Triveni Turbine Ltd. | Construction | Equity | 0.58% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.57% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.47% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.42% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.40% |
Adani Enterprises Ltd. | Services | Equity | 0.38% |
NTPC Ltd. | Energy | Equity | 0.37% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.32% |
Dalmia Bharat Ltd. | Construction | Equity | 0.29% |
DLF Ltd. | Construction | Equity | 0.29% |
United Spirits Ltd. | Consumer Staples | Equity | 0.27% |
ACC Ltd. | Construction | Equity | 0.20% |
JSW Steel Ltd. | Metals & Mining | Equity | 0.19% |
Waaree Energies Ltd. | Energy | Equity | 0.15% |
Bajaj Finserv Ltd. | Financial | Equity | 0.11% |
Ambuja Cements Ltd. | Construction | Equity | 0.05% |
Asian Paints Ltd. | Chemicals | Equity | 0.04% |
Bajaj Finance Ltd. | Financial | Eq. Der. | -0.05% |
Ambuja Cements Ltd. | Construction | Eq. Der. | -0.05% |
Bajaj Finserv Ltd. | Financial | Eq. Der. | -0.11% |
JSW Steel Ltd. | Metals & Mining | Eq. Der. | -0.19% |
ACC Ltd. | Construction | Eq. Der. | -0.21% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Eq. Der. | -0.24% |
United Spirits Ltd. | Consumer Staples | Eq. Der. | -0.27% |
DLF Ltd. | Construction | Eq. Der. | -0.30% |
NTPC Ltd. | Energy | Eq. Der. | -0.37% |
Adani Enterprises Ltd. | Services | Eq. Der. | -0.38% |
Interglobe Aviation Ltd. | Services | Eq. Der. | -0.43% |
HDFC Life Insurance Co Ltd. | Insurance | Eq. Der. | -0.57% |
HDFC Bank Ltd. | Financial | Eq. Der. | -0.59% |
Aurobindo Pharma Ltd. | Healthcare | Eq. Der. | -0.62% |
Larsen & Toubro Ltd. | Construction | Eq. Der. | -0.86% |
Hindustan Petroleum Corporation Ltd. | Energy | Eq. Der. | -0.89% |
Hindalco Industries Ltd. | Metals & Mining | Eq. Der. | -0.97% |
Maruti Suzuki India Ltd. | Automobile | Eq. Der. | -1.00% |
Bank Of Baroda | Financial | Eq. Der. | -1.04% |
Tata Consultancy Services Ltd. | Technology | Eq. Der. | -1.06% |
HCL Technologies Ltd. | Technology | Eq. Der. | -1.07% |
Hindustan Unilever Ltd. | Consumer Staples | Eq. Der. | -1.21% |
Mahindra & Mahindra Ltd. | Automobile | Eq. Der. | -1.40% |
Indusind Bank Ltd. | Financial | Eq. Der. | -2.13% |
Infosys Ltd. | Technology | Eq. Der. | -2.98% |
Axis Bank Ltd. | Financial | Eq. Der. | -3.37% |
Bharti Airtel Ltd. | Communication | Eq. Der. | -3.50% |
Reliance Industries Ltd. | Energy | Eq. Der. | -4.63% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.61%
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
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