1M
6M
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3Y
5Y
All
| NAV: 31 Mar 2025 | ₹77.97 |
| Min. SIP amount | ₹100 |
| Rating | 4 |
| Fund size | ₹1,032.94Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹61,480 (+2.47%)
Holdings (115)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 7.92% |
GOI | Sovereign | GOI Sec | 6.43% |
Infosys Ltd. | Technology | Equity | 5.73% |
Bharti Airtel Ltd. | Communication | Equity | 4.78% |
Axis Bank Ltd. | Financial | Equity | 3.74% |
ICICI Bank Ltd. | Financial | Equity | 3.48% |
HCL Technologies Ltd. | Technology | Equity | 2.91% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.69% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.62% |
HDFC Bank Ltd. | Financial | Equity | 2.60% |
LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.37% |
Reserve Bank of India | Financial | T-Bills | 2.30% |
Canara Bank | Financial | CD | 2.29% |
Export-Import Bank Of India | Financial | CD | 2.28% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.17% |
Larsen & Toubro Ltd. | Construction | Equity | 2.14% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.87% |
GOI | Sovereign | GOI Sec | 1.49% |
GOI | Sovereign | GOI Sec | 1.49% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 1.45% |
Interglobe Aviation Ltd. | Services | Equity | 1.42% |
ITC Ltd. | Consumer Staples | Equity | 1.23% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.18% |
Johnson Controls - Hitachi Air Conditioning India Ltd. | Consumer Discretionary | Equity | 1.10% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.10% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 0.97% |
REC Ltd. | Financial | NCD | 0.97% |
Power Finance Corporation Ltd. | Financial | Debenture | 0.97% |
National Bank For Agriculture & Rural Development | Financial | FRB | 0.97% |
Ultratech Cement Ltd. | Construction | Equity | 0.96% |
State Bank of India | Financial | Equity | 0.93% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 0.92% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.89% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.86% |
JSW Steel Ltd. | Metals & Mining | Equity | 0.82% |
Bajaj Finance Ltd. | Financial | Equity | 0.81% |
Indusind Bank Ltd. | Financial | Equity | 0.81% |
Bank Of Baroda | Financial | Equity | 0.78% |
The Federal Bank Ltd. | Financial | Equity | 0.71% |
Tech Mahindra Ltd. | Technology | Equity | 0.69% |
ICRA Ltd. | Services | Equity | 0.67% |
Force Motors Ltd. | Automobile | Equity | 0.65% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.64% |
TVS Motor Company Ltd. | Automobile | Equity | 0.64% |
Delhivery Ltd. | Services | Equity | 0.64% |
Tata Motors Ltd. | Automobile | Equity | 0.59% |
Eternal Ltd. | Services | Equity | 0.57% |
Info Edge (India) Ltd. | Services | Equity | 0.54% |
NTPC Ltd. | Energy | Equity | 0.54% |
GOI | Sovereign | GOI Sec | 0.49% |
Aditya Birla Fashion and Retail Ltd. | Services | Equity | 0.49% |
HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.46% |
Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.43% |
PNB Housing Finance Ltd. | Financial | Equity | 0.43% |
Computer Age Management Services Ltd. | Services | Equity | 0.43% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.36% |
Tata Consultancy Services Ltd. | Technology | Equity | 0.35% |
Triveni Turbine Ltd. | Construction | Equity | 0.32% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.29% |
Dalmia Bharat Ltd. | Construction | Equity | 0.26% |
Adani Enterprises Ltd. | Services | Equity | 0.26% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.24% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.24% |
United Spirits Ltd. | Consumer Staples | Equity | 0.23% |
DLF Ltd. | Construction | Equity | 0.22% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.22% |
Hero Motocorp Ltd. | Automobile | Equity | 0.19% |
United Breweries Ltd. | Consumer Staples | Equity | 0.15% |
Lupin Ltd. | Healthcare | Equity | 0.14% |
Titan Company Ltd. | Consumer Discretionary | Equity | 0.12% |
Praj Industries Ltd. | Capital Goods | Equity | 0.12% |
Bajaj Finserv Ltd. | Financial | Equity | 0.11% |
Neuland Laboratories Ltd. | Healthcare | Equity | 0.11% |
Grasim Industries Ltd. | Construction | Equity | 0.04% |
Ambuja Cements Ltd. | Construction | Equity | 0.04% |
Asian Paints Ltd. | Chemicals | Equity | 0.03% |
Indus Towers Ltd. | Communication | Equity | 0.01% |
Titan Company Ltd. | Consumer Discretionary | Futures | -0.01% |
Indus Towers Ltd. | Communication | Futures | -0.01% |
Ambuja Cements Ltd. | Construction | Futures | -0.04% |
Grasim Industries Ltd. | Construction | Futures | -0.04% |
Bajaj Finance Ltd. | Financial | Futures | -0.06% |
Bajaj Finserv Ltd. | Financial | Futures | -0.11% |
Lupin Ltd. | Healthcare | Futures | -0.14% |
Tata Consultancy Services Ltd. | Technology | Futures | -0.15% |
Tata Motors Ltd. | Automobile | Futures | -0.17% |
Ultratech Cement Ltd. | Construction | Futures | -0.17% |
Hero Motocorp Ltd. | Automobile | Futures | -0.19% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.20% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Futures | -0.21% |
SBI Life Insurance Company Ltd. | Insurance | Futures | -0.22% |
DLF Ltd. | Construction | Futures | -0.22% |
United Spirits Ltd. | Consumer Staples | Futures | -0.23% |
Adani Enterprises Ltd. | Services | Futures | -0.26% |
Aurobindo Pharma Ltd. | Healthcare | Futures | -0.45% |
HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.46% |
Aditya Birla Fashion and Retail Ltd. | Services | Futures | -0.49% |
NTPC Ltd. | Energy | Futures | -0.54% |
TVS Motor Company Ltd. | Automobile | Futures | -0.64% |
Interglobe Aviation Ltd. | Services | Futures | -0.68% |
Bank Of Baroda | Financial | Futures | -0.78% |
JSW Steel Ltd. | Metals & Mining | Futures | -0.82% |
ICICI Bank Ltd. | Financial | Futures | -0.85% |
Hindalco Industries Ltd. | Metals & Mining | Futures | -0.92% |
Hindustan Unilever Ltd. | Consumer Staples | Futures | -1.02% |
Maruti Suzuki India Ltd. | Automobile | Futures | -1.20% |
ITC Ltd. | Consumer Staples | Futures | -1.24% |
Larsen & Toubro Ltd. | Construction | Futures | -1.33% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -2.18% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -2.64% |
HCL Technologies Ltd. | Technology | Futures | -2.93% |
Axis Bank Ltd. | Financial | Futures | -2.99% |
Bharti Airtel Ltd. | Communication | Futures | -3.74% |
Infosys Ltd. | Technology | Futures | -5.14% |
Reliance Industries Ltd. | Energy | Futures | -7.12% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Hybrid Equity Savings
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.5% | 12.2% | 14.9% | 9.3% |
| Category average | 7.5% | 8.7% | 12.3% | NA |
| Rank with in category | 4 | 1 | 6 | NA |
Understand terms
Peer Comparison
| Hybrid, Equity Savings funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | 5 | 7.3% | 11.4% | 7,897.27 |
HSBC Equity Savings Fund Direct Growth | 5 | 10.0% | 11.3% | 619.25 |
Edelweiss Equity Savings Fund Direct Growth | 4 | 10.6% | 11.3% | 568.54 |
SBI Equity Savings Fund Direct Growth | 4 | 7.9% | 9.9% | 5,511.97 |
ICICI Prudential Equity Savings Fund Direct Growth | 4 | 8.2% | 8.8% | 12,610.02 |
Expense ratio, exit load and tax
Expense ratio: 0.78%
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
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,
Website
www.karvymfs.comCompare funds
Sundaram Equity Savings Fund Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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