Sundaram Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderate Risk
11.59%
3Y annualised
-0.28% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Jan 2025₹77.52
Min. SIP amount₹100
Rating4
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
1Y3Y5YAll
Fund returns13.4%11.6%12.2%9.4%
Category average9.9%8.3%9.4%NA
Rank with in category434NA
Understand terms

Peer Comparison

Hybrid, Equity Savings fundsRating1Y3YFund Size(Cr)
5
21.2%13.7%477.96
5
11.5%11.6%7,643.87
4
13.5%10.5%508.67
4
10.4%9.9%5,410.46
4
8.8%8.9%12,168.01

Holdings (95)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec6.61%
EnergyEquity6.04%
CommunicationEquity5.23%
Bank Of Baroda
FinancialCD4.97%
Punjab National Bank
FinancialCD4.96%
FinancialEquity4.12%
TechnologyEquity3.95%
FinancialEquity2.92%
FinancialEquity2.55%
Canara Bank
FinancialCD2.48%
FinancialEquity2.22%
AutomobileEquity1.91%
ConstructionEquity1.85%
Consumer StaplesEquity1.69%
Capital GoodsEquity1.68%
SovereignGOI Sec1.54%
GOI
SovereignGOI Sec1.53%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture1.49%
AutomobileEquity1.49%
HealthcareEquity1.40%
TechnologyEquity1.36%
HealthcareEquity1.34%
Consumer DiscretionaryEquity1.30%
ServicesEquity1.20%
TechnologyEquity1.09%
ServicesEquity1.05%
TechnologyEquity1.02%
FinancialEquity1.02%
Power Finance Corporation Ltd.
FinancialDebenture1.01%
National Bank For Agriculture & Rural Development
FinancialDebenture1.00%
FinancialEquity1.00%
FinancialEquity0.99%
FinancialFRB0.99%
FinancialEquity0.97%
CommunicationEquity0.96%
Metals & MiningEquity0.91%
ConstructionEquity0.89%
ServicesEquity0.89%
EnergyEquity0.88%
ServicesEquity0.88%
FinancialEquity0.86%
AutomobileEquity0.86%
HealthcareEquity0.81%
FinancialEquity0.78%
AutomobileEquity0.77%
ServicesEquity0.74%
Capital GoodsEquity0.69%
Consumer StaplesEquity0.66%
ServicesEquity0.66%
Capital GoodsEquity0.66%
ConstructionEquity0.65%
EnergyEquity0.65%
HealthcareEquity0.60%
ConstructionEquity0.52%
InsuranceEquity0.51%
AutomobileEquity0.50%
Capital GoodsEquity0.43%
Consumer DiscretionaryEquity0.39%
ServicesEquity0.31%
ConstructionEquity0.29%
ConstructionEquity0.29%
Consumer StaplesEquity0.28%
ServicesEquity0.27%
InsuranceEquity0.23%
FinancialEquity0.09%
ConstructionEquity0.05%
ChemicalsEquity0.03%
Ambuja Cements Ltd.
ConstructionFutures-0.05%
Bajaj Finance Ltd.
FinancialFutures-0.05%
Bajaj Finserv Ltd.
FinancialFutures-0.09%
Cholamandalam Investment and Finance Company Ltd.
FinancialFutures-0.19%
Tata Motors Ltd.
AutomobileFutures-0.22%
SBI Life Insurance Company Ltd.
InsuranceFutures-0.23%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures-0.23%
United Spirits Ltd.
Consumer StaplesFutures-0.28%
DLF Ltd.
ConstructionFutures-0.29%
Adani Enterprises Ltd.
ServicesFutures-0.31%
Interglobe Aviation Ltd.
ServicesFutures-0.46%
HDFC Life Insurance Co Ltd.
InsuranceFutures-0.51%
Aurobindo Pharma Ltd.
HealthcareFutures-0.55%
NTPC Ltd.
EnergyFutures-0.65%
Larsen & Toubro Ltd.
ConstructionFutures-0.87%
Hindustan Petroleum Corporation Ltd.
EnergyFutures-0.89%
Hindalco Industries Ltd.
Metals & MiningFutures-0.91%
Bank Of Baroda
FinancialFutures-1.00%
HCL Technologies Ltd.
TechnologyFutures-1.10%
Tata Consultancy Services Ltd.
TechnologyFutures-1.12%
Maruti Suzuki India Ltd.
AutomobileFutures-1.14%
Hindustan Unilever Ltd.
Consumer StaplesFutures-1.19%
Mahindra & Mahindra Ltd.
AutomobileFutures-1.50%
Indusind Bank Ltd.
FinancialFutures-2.08%
Axis Bank Ltd.
FinancialFutures-3.26%
Infosys Ltd.
TechnologyFutures-3.26%
Bharti Airtel Ltd.
CommunicationFutures-3.88%
Reliance Industries Ltd.
EnergyFutures-5.15%
See All

Expense ratio, exit load and tax

Expense ratio: 0.60%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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 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 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 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
NA
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,

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