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Sundaram Equity Savings Fund Growth
+10.71%
3Y annualised
-0.28% 1D
NAV: 23 Apr '26
₹70.45
Min. for SIP
₹100
Fund size (AUM)
₹1,070.66 Cr
Expense ratio
2.53%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,917 | -0.14% | |
| 3 years | ₹1,80,000 | ₹1,96,131 | +8.96% | |
| 5 years | ₹3,00,000 | ₹3,65,088 | +21.70% | |
| 10 years | ₹6,00,000 | ₹9,69,841 | +61.64% |
Holdings (89)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.47% |
| Reliance Industries Ltd. | Energy | Equity | 8.70% |
| HDFC Bank Ltd. | Financial | Equity | 7.51% |
| ICICI Bank Ltd. | Financial | Equity | 7.11% |
| Axis Bank Ltd. | Financial | Equity | 4.06% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.80% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.57% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.32% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.31% |
| GOI | Sovereign | GOI Sec | 2.25% |
| Bajaj Finance Ltd. | Financial | Equity | 2.09% |
| GOI | Sovereign | GOI Sec | 1.44% |
| GOI | Sovereign | GOI Sec | 1.40% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.40% |
| GOI | Sovereign | GOI Sec | 1.36% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.24% |
| Infosys Ltd. | Technology | Equity | 1.18% |
| HCL Technologies Ltd. | Technology | Equity | 1.04% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.96% |
| State Bank of India | Financial | Equity | 0.95% |
| Bank Of Baroda | Financial | Equity | 0.94% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.93% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.93% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.93% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.87% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.85% |
| PB Fintech Ltd. | Services | Equity | 0.83% |
| Coromandel International Ltd. | Chemicals | Equity | 0.82% |
| Cummins India Ltd. | Capital Goods | Equity | 0.81% |
| Tata Power Company Ltd. | Energy | Equity | 0.74% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.70% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.70% |
| Fractal Analytics Ltd. | Technology | Equity | 0.67% |
| Coforge Ltd. | Technology | Equity | 0.64% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.64% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.63% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.62% |
| NTPC Ltd. | Energy | Equity | 0.62% |
| Ultratech Cement Ltd. | Construction | Equity | 0.61% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.58% |
| Interglobe Aviation Ltd. | Services | Equity | 0.56% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.49% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.48% |
| GOI | Sovereign | GOI Sec | 0.47% |
| JK Cement Ltd. | Construction | Equity | 0.46% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.45% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.44% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.42% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.40% |
| Eternal Ltd. | Services | Equity | 0.39% |
| Ambuja Cements Ltd. | Construction | Equity | 0.39% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.39% |
| Crisil Ltd. | Services | Equity | 0.38% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.38% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.35% |
| UNO Minda Ltd. | Automobile | Equity | 0.35% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.29% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.27% |
| Indegene Ltd. | Healthcare | Equity | 0.26% |
| GAIL (India) Ltd. | Energy | Equity | 0.26% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.25% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.24% |
| Trent Ltd. | Services | Equity | 0.24% |
| Tech Mahindra Ltd. | Technology | Equity | 0.19% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.17% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.14% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Interglobe Aviation Ltd. | Services | Futures | -0.04% |
| Shasun Pharmaceuticals Ltd. | Healthcare | Futures | -0.04% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.09% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.25% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.25% |
| Ambuja Cements Ltd. | Construction | Futures | -0.39% |
| Eternal Ltd. | Services | Futures | -0.40% |
| NTPC Ltd. | Energy | Futures | -0.62% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.64% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.94% |
| Bank Of Baroda | Financial | Futures | -0.94% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.00% |
| Bajaj Finance Ltd. | Financial | Futures | -1.03% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.03% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.17% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.24% |
| HDFC Bank Ltd. | Financial | Futures | -3.98% |
| Axis Bank Ltd. | Financial | Futures | -4.08% |
| ICICI Bank Ltd. | Financial | Futures | -4.41% |
| Reliance Industries Ltd. | Energy | Futures | -6.33% |
| Bharti Airtel Ltd. | Communication | Futures | -7.44% |
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 | +10.7% | +9.2% | +8.3% | +8.1% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 6 | 8 | -- | -- |
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
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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +7.10% | +11.43% | 1,232.55 | |
Kotak Equity Savings Fund Growth | +5.88% | +11.02% | 9,467.97 | |
HDFC Equity Savings Fund Growth | +3.78% | +9.64% | 5,575.55 | |
DSP Equity Savings Fund Growth | +2.03% | +9.55% | 3,573.37 | |
ICICI Prudential Equity Savings Fund Growth | +4.12% | +7.98% | 16,874.65 | |
| 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 Growth
Sundaram Equity Savings Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹70.45.
The Sundaram Equity Savings Fund 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₹67,021.82 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,