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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Equity Savings Fund Growth
+8.91%
3Y annualised
+0.09% 1D
NAV: 05 Jun '26
₹69.58
Min. for SIP
₹100
Fund size (AUM)
₹1,079.02 Cr
Expense ratio
2.21%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,063 | -1.56% | |
| 3 years | ₹1,80,000 | ₹1,91,087 | +6.16% | |
| 5 years | ₹3,00,000 | ₹3,56,298 | +18.77% | |
| 10 years | ₹6,00,000 | ₹9,48,079 | +58.01% |
Holdings (100)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 44.09% |
| Bharti Airtel Ltd | Technology | Equity | 9.69% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 8.85% |
| HDFC Bank Ltd | Financial | Equity | 7.39% |
| ICICI Bank Ltd | Financial | Equity | 7.14% |
| Others Mrgn Money | Unspecified | Margin Money | 5.22% |
| Repo | Unspecified | Repo | 5.12% |
| Axis Bank Ltd | Financial | Equity | 4.40% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.71% |
| State Bank of India | Financial | Equity | 3.21% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.01% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.55% |
| Patanjali Foods Ltd | Consumer Staples | Equity | 2.39% |
| Bajaj Finance Ltd | Financial | Equity | 2.35% |
| LIC HOUSING FINANCE LIMITED TR 419 OPT II 6.65 LOA 15FB27 FVRS10LAC | Financial | Bonds/NCDs | 2.30% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 2.23% |
| Hindalco Industries Ltd | Materials | Equity | 1.44% |
| 7.37% GOI CG 23-10-2028 | Entities | GOI Securities | 1.42% |
| GOI Sec 7.23 15/04/2039 | Entities | GOI Securities | 1.39% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LAC | Financial | Bonds/NCDs | 1.38% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 1.36% |
| JSW Steel Ltd | Materials | Equity | 1.04% |
| NTPC Ltd | Energy & Utilities | Equity | 0.95% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24A 7.5 BD 31AU26 FVRS1LAC | Financial | Floating Rate Bond | 0.93% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.92% |
| Bharat Electronics Ltd | Industrials | Equity | 0.88% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.86% |
| PB Fintech Ltd | Financial | Equity | 0.82% |
| Fractal Analytics Ltd. | Technology | Equity | 0.82% |
| Tata Steel Ltd | Materials | Equity | 0.77% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.75% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.75% |
| HCL Technologies Ltd | Technology | Equity | 0.74% |
| Coromandel International Ltd | Materials | Equity | 0.72% |
| Cummins India Ltd | Industrials | Equity | 0.69% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 0.67% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.66% |
| Infosys Ltd | Technology | Equity | 0.65% |
| Coforge Ltd | Technology | Equity | 0.65% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.64% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.59% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.58% |
| Zomato Ltd | Technology | Equity | 0.58% |
| Ultratech Cement Ltd | Materials | Equity | 0.54% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.51% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.51% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.50% |
| One 97 Communications Ltd | Industrials | Equity | 0.50% |
| Home First Finance Company India Ltd | Financial | Equity | 0.49% |
| GOVERNMENT OF INDIA 34539 GOI 03JU29 7.04 FV RS 100 | Entities | GOI Securities | 0.47% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.44% |
| Ambuja Cements Ltd | Materials | Equity | 0.43% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.43% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.39% |
| JK Cement Ltd | Materials | Equity | 0.39% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.38% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.35% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.34% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.32% |
| Crisil Ltd | Industrials | Equity | 0.31% |
| Indegene Ltd. | Healthcare | Equity | 0.29% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.28% |
| Bajaj Finserv Ltd | Financial | Equity | 0.27% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.26% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.25% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.23% |
| Vedanta Ltd | Materials | Equity | 0.20% |
| Oil & Natural Gas Corporation Limited May 2026 Future | Energy & Utilities | Futures | 0.17% |
| Affle (India) Ltd | Industrials | Equity | 0.16% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.14% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.12% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.09% |
| Vedanta Power Ltd. | Industrials | Equity | 0.09% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.09% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.09% |
| Elecon Engineering Company Ltd | Industrials | Equity | 0.09% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.00% |
| Sun Pharmaceuticals Ltd MAY-2026 | Healthcare | Futures | -0.04% |
| Maruti Suzuki India Limited May 2026 Future | Consumer Discretionary | Futures | -0.26% |
| Bajaj Finserv Limited May 2026 Future | Financial | Futures | -0.27% |
| Ambuja Cements Limited May 2026 Future | Materials | Futures | -0.43% |
| Larsen & Toubro Limited May 2026 Future | Industrials | Futures | -0.56% |
| Eternal Limited May 2026 Future | Technology | Futures | -0.58% |
| Aurobindo Pharma Limited May 2026 Future | Healthcare | Futures | -0.68% |
| NTPC Limited May 2026 Future | Energy & Utilities | Futures | -0.95% |
| JSW Steel Limited May 2026 Future | Materials | Futures | -1.05% |
| Larsen & Toubro Limited June 2026 Future | Industrials | Futures | -1.18% |
| BAJAJ FINANCE LTD.-JUN2026 | Financial | Futures | -1.20% |
| Mahindra & Mahindra Limited May 2026 Future | Consumer Discretionary | Futures | -1.22% |
| Hindalco Industries Limited May 2026 Future | Materials | Futures | -1.45% |
| Kotak Mahindra Bank Limited May 2026 Future | Financial | Futures | -1.74% |
| State Bank of India May 2026 Future | Financial | Futures | -2.37% |
| Patanjali Foods Limited May 2026 Future | Consumer Staples | Futures | -2.39% |
| Net Payables | Unspecified | Net Payables | -3.32% |
| HDFC Bank Limited May 2026 Future | Financial | Futures | -4.17% |
| Axis Bank Limited May 2026 Future | Financial | Futures | -4.43% |
| ICICI Bank Limited May 2026 Future | Financial | Futures | -4.59% |
| Reliance Industries Limited May 2026 Future | Energy & Utilities | Futures | -6.68% |
| Bharti Airtel Limited May 2026 Future | Technology | Futures | -7.87% |
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 | +8.9% | +8.1% | +8.1% | +8.0% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 7 | 7 | -- | -- |
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) | |
|---|---|---|---|---|
 | +11.05% | +13.06% | 904.50 | |
 | +6.24% | +10.45% | 1,313.18 | |
 | +4.46% | +9.79% | 10,031.57 | |
 | +2.37% | +9.53% | 5,699.99 | |
 | +2.37% | +7.21% | 16,868.08 | |
| Compare | ||||
Fund management
CRFClyton Richard FernandesJun 2025 - PresentView details
CRF
Clyton Richard Fernandes
Jun 2025 - Present
View details
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - 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. Clyton Richard Fernandes is the Current Fund Manager of Sundaram Equity Savings Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 05 Jun 2026 is ₹69.58.
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₹75,523.60 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,