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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Equity Savings Fund Direct Growth
+12.36%
3Y annualised
+0.09% 1D
NAV: 20 Mar '26
₹80.48
Min. for SIP
₹100
Fund size
₹1,181.74 Cr
Expense ratio
0.76%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,991 | -1.68% | |
| 3 years | ₹1,80,000 | ₹1,97,592 | +9.77% | |
| 5 years | ₹3,00,000 | ₹3,74,546 | +24.85% | |
| 10 years | ₹6,00,000 | ₹10,38,527 | +73.09% |
Holdings (86)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.05% |
| HDFC Bank Ltd. | Financial | Equity | 8.26% |
| Reliance Industries Ltd. | Energy | Equity | 8.17% |
| ICICI Bank Ltd. | Financial | Equity | 7.37% |
| Axis Bank Ltd. | Financial | Equity | 4.38% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.29% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.67% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.46% |
| Bajaj Finance Ltd. | Financial | Equity | 2.35% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.11% |
| GOI | Sovereign | GOI Sec | 2.09% |
| GOI | Sovereign | GOI Sec | 1.32% |
| GOI | Sovereign | GOI Sec | 1.30% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.28% |
| GOI | Sovereign | GOI Sec | 1.26% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.17% |
| State Bank of India | Financial | Equity | 1.15% |
| Infosys Ltd. | Technology | Equity | 1.11% |
| Bank Of Baroda | Financial | Equity | 1.11% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.99% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.99% |
| HCL Technologies Ltd. | Technology | Equity | 0.98% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.95% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.90% |
| Cummins India Ltd. | Capital Goods | Equity | 0.87% |
| Coromandel International Ltd. | Chemicals | Equity | 0.86% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.85% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.85% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.79% |
| PB Fintech Ltd. | Services | Equity | 0.78% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.73% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.68% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.68% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.67% |
| Ultratech Cement Ltd. | Construction | Equity | 0.65% |
| Interglobe Aviation Ltd. | Services | Equity | 0.62% |
| Fractal Analytics Ltd. | Technology | Equity | 0.62% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.59% |
| NTPC Ltd. | Energy | Equity | 0.58% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.56% |
| Tata Power Company Ltd. | Energy | Equity | 0.54% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.54% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.49% |
| Coforge Ltd. | Technology | Equity | 0.48% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.46% |
| JK Cement Ltd. | Construction | Equity | 0.46% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.46% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.45% |
| Ambuja Cements Ltd. | Construction | Equity | 0.44% |
| GOI | Sovereign | GOI Sec | 0.44% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.43% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.41% |
| UNO Minda Ltd. | Automobile | Equity | 0.41% |
| Crisil Ltd. | Services | Equity | 0.41% |
| Eternal Ltd. | Services | Equity | 0.38% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.34% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.34% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.31% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.30% |
| GAIL (India) Ltd. | Energy | Equity | 0.29% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.28% |
| Indegene Ltd. | Healthcare | Equity | 0.27% |
| Trent Ltd. | Services | Equity | 0.26% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.20% |
| Tech Mahindra Ltd. | Technology | Equity | 0.17% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.15% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.25% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.28% |
| Eternal Ltd. | Services | Futures | -0.39% |
| Ambuja Cements Ltd. | Construction | Futures | -0.45% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.54% |
| NTPC Ltd. | Energy | Futures | -0.58% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.96% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.98% |
| Bajaj Finance Ltd. | Financial | Futures | -1.06% |
| Bank Of Baroda | Financial | Futures | -1.11% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.13% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.15% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.18% |
| HDFC Bank Ltd. | Financial | Futures | -4.23% |
| Axis Bank Ltd. | Financial | Futures | -4.41% |
| ICICI Bank Ltd. | Financial | Futures | -4.58% |
| Reliance Industries Ltd. | Energy | Futures | -5.95% |
| Bharti Airtel Ltd. | Communication | Futures | -7.03% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +12.4% | +10.2% | +9.8% | +8.9% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 2 | 3 | -- | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.5% if redeemed within 7 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | +7.46% | +12.11% | 1,269.88 | |
Kotak Equity Savings Fund Direct Growth | +7.69% | +11.77% | 9,853.13 | |
DSP Equity Savings Fund Direct Growth | +4.45% | +10.76% | 3,758.43 | |
Bandhan Equity Savings Fund Direct Growth | +4.72% | +8.51% | 414.19 | |
ICICI Prudential Equity Savings Fund Direct Growth | +5.28% | +8.49% | 18,027.21 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
CRFClyton Richard FernandesJun 2025 - PresentView details
CRF
Clyton Richard Fernandes
Jun 2025 - Present
View details
About Sundaram Equity Savings Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹80.48.
The Sundaram Equity Savings Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 7 days.
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Investment Objective
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Fund benchmarkNIFTY Equity Savings Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,