Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Equity Savings Fund Direct Growth
Hybrid
Equity Savings
Moderate Risk
+12.75%
3Y annualised
-0.11% 1D
NAV: 19 Jan '26
₹83.67
Min. SIP amount
₹100
Fund size
₹1,206.72 Cr
Expense ratio
0.71%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,856 | +3.09% | |
| 3 years | ₹1,80,000 | ₹2,09,397 | +16.33% | |
| 5 years | ₹3,00,000 | ₹3,96,463 | +32.15% | |
| 10 years | ₹6,00,000 | ₹10,97,617 | +82.94% |
Holdings (93)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.91% |
| Reliance Industries Ltd. | Energy | Equity | 8.94% |
| ICICI Bank Ltd. | Financial | Equity | 7.05% |
| GOI | Sovereign | GOI Sec | 5.54% |
| HDFC Bank Ltd. | Financial | Equity | 5.21% |
| Axis Bank Ltd. | Financial | Equity | 3.94% |
| State Bank of India | Financial | Equity | 3.93% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.87% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.78% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.57% |
| Bajaj Finance Ltd. | Financial | Equity | 2.24% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.07% |
| GOI | Sovereign | GOI Sec | 1.29% |
| GOI | Sovereign | GOI Sec | 1.27% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.26% |
| ITC Ltd. | Consumer Staples | Equity | 1.18% |
| HCL Technologies Ltd. | Technology | Equity | 1.12% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.10% |
| Bank Of Baroda | Financial | Equity | 1.00% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.95% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.87% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.87% |
| Coromandel International Ltd. | Chemicals | Equity | 0.86% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.86% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.84% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.83% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.83% |
| Cummins India Ltd. | Capital Goods | Equity | 0.77% |
| Infosys Ltd. | Technology | Equity | 0.71% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.66% |
| PB Fintech Ltd. | Services | Equity | 0.64% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.63% |
| BSE Ltd. | Services | Equity | 0.63% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.63% |
| Ultratech Cement Ltd. | Construction | Equity | 0.62% |
| Interglobe Aviation Ltd. | Services | Equity | 0.62% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.62% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.57% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.53% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.53% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.51% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.51% |
| NTPC Ltd. | Energy | Equity | 0.49% |
| Ambuja Cements Ltd. | Construction | Equity | 0.48% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.47% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.43% |
| GOI | Sovereign | GOI Sec | 0.43% |
| Eternal Ltd. | Services | Equity | 0.42% |
| JK Cement Ltd. | Construction | Equity | 0.42% |
| UNO Minda Ltd. | Automobile | Equity | 0.42% |
| Tata Power Company Ltd. | Energy | Equity | 0.41% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.41% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.40% |
| Crisil Ltd. | Services | Equity | 0.39% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.37% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.35% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.34% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.34% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.31% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.28% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.28% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.27% |
| Trent Ltd. | Services | Equity | 0.23% |
| Indegene Ltd. | Healthcare | Equity | 0.23% |
| Coforge Ltd. | Technology | Equity | 0.22% |
| Tech Mahindra Ltd. | Technology | Equity | 0.22% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.20% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.19% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.16% |
| GAIL (India) Ltd. | Energy | Equity | 0.15% |
| Kwality Walls India Ltd. | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.03% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.24% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.28% |
| Eternal Ltd. | Services | Futures | -0.43% |
| Ambuja Cements Ltd. | Construction | Futures | -0.49% |
| NTPC Ltd. | Energy | Futures | -0.49% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.52% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.87% |
| Bank Of Baroda | Financial | Futures | -1.00% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.01% |
| Bajaj Finance Ltd. | Financial | Futures | -1.04% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.07% |
| HDFC Bank Ltd. | Financial | Futures | -1.07% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.11% |
| ITC Ltd. | Consumer Staples | Futures | -1.19% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.21% |
| State Bank of India | Financial | Futures | -2.98% |
| Axis Bank Ltd. | Financial | Futures | -3.95% |
| ICICI Bank Ltd. | Financial | Futures | -4.36% |
| Reliance Industries Ltd. | Energy | Futures | -6.56% |
| Bharti Airtel Ltd. | Communication | Futures | -7.72% |
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 | +12.8% | +11.3% | +10.4% | +9.3% |
| 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) | |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | +9.30% | +12.59% | 9,650.52 | |
Edelweiss Equity Savings Fund Direct Growth | +9.32% | +12.30% | 1,194.87 | |
DSP Equity Savings Fund Direct Growth | +7.10% | +10.71% | 3,904.77 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.00% | +8.99% | 18,060.45 | |
Bandhan Equity Savings Fund Direct Growth | +6.95% | +8.75% | 399.11 | |
| 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 ₹76,137 Cr and the Latest NAV as of 19 Jan 2026 is ₹83.67.
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.
;
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₹76,136.70 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,