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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 17 Dec 2025
₹71.78
Rating
3
Min. SIP amount
Not Supported
Fund size
₹1,201.14Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (95)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 9.89% |
Reliance Industries Ltd. | Energy | Equity | 8.89% |
ICICI Bank Ltd. | Financial | Equity | 7.32% |
GOI | Sovereign | GOI Sec | 5.60% |
HDFC Bank Ltd. | Financial | Equity | 5.27% |
Axis Bank Ltd. | Financial | Equity | 3.99% |
State Bank of India | Financial | Equity | 3.93% |
Larsen & Toubro Ltd. | Construction | Equity | 2.83% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 2.75% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.49% |
Bajaj Finance Ltd. | Financial | Equity | 2.20% |
Canara Bank | Financial | CD | 2.08% |
LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.08% |
Reserve Bank of India | Financial | T-Bills | 2.08% |
Export-Import Bank Of India | Financial | CD | 2.07% |
GOI | Sovereign | GOI Sec | 1.30% |
GOI | Sovereign | GOI Sec | 1.28% |
Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.28% |
ITC Ltd. | Consumer Staples | Equity | 1.19% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 1.01% |
Bank Of Baroda | Financial | Equity | 0.98% |
HCL Technologies Ltd. | Technology | Equity | 0.97% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.93% |
Coromandel International Ltd. | Chemicals | Equity | 0.91% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.88% |
JSW Steel Ltd. | Metals & Mining | Equity | 0.86% |
National Bank For Agriculture & Rural Development | Financial | Bonds | 0.85% |
National Bank For Agriculture & Rural Development | Financial | FRB | 0.84% |
Power Finance Corporation Ltd. | Financial | Bonds | 0.84% |
Cummins India Ltd. | Capital Goods | Equity | 0.79% |
Bharat Electronics Ltd. | Capital Goods | Equity | 0.77% |
Interglobe Aviation Ltd. | Services | Equity | 0.73% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.71% |
Infosys Ltd. | Technology | Equity | 0.70% |
BSE Ltd. | Services | Equity | 0.70% |
Power Finance Corporation Ltd. | Financial | Equity | 0.64% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.61% |
PB Fintech Ltd. | Services | Equity | 0.60% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.55% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 0.53% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.53% |
Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.52% |
TVS Motor Company Ltd. | Automobile | Equity | 0.52% |
Ultratech Cement Ltd. | Construction | Equity | 0.52% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.50% |
NTPC Ltd. | Energy | Equity | 0.49% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.48% |
Ambuja Cements Ltd. | Construction | Equity | 0.48% |
Eternal Ltd. | Services | Equity | 0.46% |
GOI | Sovereign | GOI Sec | 0.43% |
JK Cement Ltd. | Construction | Equity | 0.43% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.43% |
Tata Power Company Ltd. | Energy | Equity | 0.43% |
UNO Minda Ltd. | Automobile | Equity | 0.42% |
Bajaj Auto Ltd. | Automobile | Equity | 0.42% |
Home First Finance Company India Ltd. | Financial | Equity | 0.41% |
Crisil Ltd. | Services | Equity | 0.40% |
Grasim Industries Ltd. | Construction | Equity | 0.38% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.36% |
United Spirits Ltd. | Consumer Staples | Equity | 0.35% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.34% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.32% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.31% |
Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.29% |
Bajaj Finserv Ltd. | Financial | Equity | 0.29% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.28% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.24% |
Indegene Ltd. | Healthcare | Equity | 0.24% |
Fortis Healthcare Ltd. | Healthcare | Equity | 0.21% |
Tech Mahindra Ltd. | Technology | Equity | 0.21% |
Coforge Ltd. | Technology | Equity | 0.18% |
The Indian Hotels Company Ltd. | Services | Equity | 0.16% |
GAIL (India) Ltd. | Energy | Equity | 0.16% |
Polycab India Ltd. | Capital Goods | Equity | 0.14% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.29% |
Bajaj Finserv Ltd. | Financial | Futures | -0.29% |
Eternal Ltd. | Services | Futures | -0.46% |
Ambuja Cements Ltd. | Construction | Futures | -0.48% |
NTPC Ltd. | Energy | Futures | -0.49% |
Aurobindo Pharma Ltd. | Healthcare | Futures | -0.54% |
JSW Steel Ltd. | Metals & Mining | Futures | -0.87% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -0.98% |
Bank Of Baroda | Financial | Futures | -0.99% |
Hindalco Industries Ltd. | Metals & Mining | Futures | -1.02% |
Larsen & Toubro Ltd. | Construction | Futures | -1.07% |
HDFC Bank Ltd. | Financial | Futures | -1.10% |
Bajaj Finance Ltd. | Financial | Futures | -1.10% |
ITC Ltd. | Consumer Staples | Futures | -1.20% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -1.23% |
State Bank of India | Financial | Futures | -2.99% |
Axis Bank Ltd. | Financial | Futures | -4.01% |
ICICI Bank Ltd. | Financial | Futures | -4.53% |
Reliance Industries Ltd. | Energy | Futures | -6.59% |
Bharti Airtel Ltd. | Communication | Futures | -7.75% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Hybrid Equity Savings
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 11.0% | 10.1% | 8.7% | 8.3% |
| Category average | 9.8% | 9.1% | 8.4% | NA |
| Rank with in category | 4 | 6 | NA | NA |
Understand terms
Peer Comparison
| Hybrid, Equity Savings funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Kotak Equity Savings Fund Growth | 4 | 5.4% | 11.3% | 9,022.96 |
Edelweiss Equity Savings Fund Growth | 5 | 8.1% | 11.1% | 1,028.21 |
SBI Equity Savings Fund Growth | 4 | 3.5% | 11.0% | 5,997.18 |
DSP Equity Savings Fund Growth | 4 | 5.0% | 9.9% | 3,840.57 |
ICICI Prudential Equity Savings Fund Growth | 5 | 7.9% | 8.8% | 17,572.91 |
Expense ratio, exit load and tax
Expense ratio: 2.12%
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
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%.
Understand terms
Check past data
Fund management
Clyton Richard FernandesJun 2025 - PresentView details
Clyton Richard Fernandes
Jun 2025 - Present
View details
Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Equity Savings Fund Growth
VS
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