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 Growth
+6.88%
3Y annualised
+0.21% 1D
NAV: 27 Oct '26
₹69.21
Min. for SIP
₹100
Fund size (AUM)
₹943.07 Cr
Expense ratio
2.79%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,800 | -2.00% | |
| 3 years | ₹1,80,000 | ₹1,84,980 | +2.77% | |
| 5 years | ₹3,00,000 | ₹3,43,895 | +14.63% | |
| 10 years | ₹6,00,000 | ₹9,12,837 | +52.14% |
Holdings (90)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 45.64% |
| Bharti Airtel Ltd | Technology | Equity | 9.29% |
| ICICI Bank Ltd | Financial | Equity | 7.53% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.36% |
| HDFC Bank Ltd | Financial | Equity | 5.52% |
| Axis Bank Ltd | Financial | Equity | 4.87% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.59% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.14% |
| LIC HOUSING FINANCE LIMITED TR 419 OPT II 6.65 LOA 15FB27 FVRS10LAC | Financial | Bonds/NCDs | 2.64% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 2.53% |
| State Bank of India | Financial | Equity | 2.44% |
| Repo | Unspecified | Repo | 2.22% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.00% |
| Hindalco Industries Ltd | Materials | Equity | 1.98% |
| Zomato Ltd | Technology | Equity | 1.86% |
| Tower Infrastructure Trust | Real Estate | Infrastructure Investment Trust | 1.66% |
| 7.37% GOI CG 23-10-2028 | Entities | GOI Securities | 1.62% |
| GOI Sec 7.23 15/04/2039 | Entities | GOI Securities | 1.59% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LAC | Financial | Bonds/NCDs | 1.57% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 1.55% |
| Bajaj Finance Ltd | Financial | Equity | 1.34% |
| JSW Steel Ltd | Materials | Equity | 1.18% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.11% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 1.05% |
| One 97 Communications Ltd | Industrials | Equity | 0.96% |
| Bajaj Finserv Ltd | Financial | Equity | 0.93% |
| NTPC Ltd | Energy & Utilities | Equity | 0.88% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.87% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.83% |
| Coforge Ltd | Technology | Equity | 0.78% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.74% |
| Fractal Analytics Ltd. | Technology | Equity | 0.74% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.70% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.65% |
| Granules India Ltd | Healthcare | Equity | 0.64% |
| Poonawalla Fincorp Ltd | Financial | Equity | 0.64% |
| MTAR Technologies Ltd | Industrials | Equity | 0.63% |
| Coromandel International Ltd | Materials | Equity | 0.62% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.61% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.61% |
| PB Fintech Ltd | Financial | Equity | 0.60% |
| Cummins India Ltd | Industrials | Equity | 0.60% |
| SBI Life Insurance Company Ltd | Financial | Equity | 0.59% |
| Force Motors Ltd | Industrials | Equity | 0.57% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.56% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.55% |
| GOVERNMENT OF INDIA 34539 GOI 03JU29 7.04 FV RS 100 | Entities | GOI Securities | 0.53% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.52% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.50% |
| Delhivery Ltd | Industrials | Equity | 0.49% |
| Home First Finance Company India Ltd | Financial | Equity | 0.49% |
| Ultratech Cement Ltd | Materials | Equity | 0.49% |
| Horizon Industrial Parks Ltd. | Industrials | Equity | 0.48% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.47% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 0.45% |
| Crisil Ltd | Industrials | Equity | 0.45% |
| Ambuja Cements Ltd | Materials | Equity | 0.42% |
| Indegene Ltd. | Healthcare | Equity | 0.40% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.39% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.39% |
| Ashok Leyland Ltd | Industrials | Equity | 0.37% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.37% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.36% |
| Gland Pharma Ltd | Healthcare | Equity | 0.35% |
| Lupin Ltd | Healthcare | Equity | 0.33% |
| TD Power Systems Ltd | Industrials | Equity | 0.30% |
| Cochin Shipyard Ltd | Industrials | Equity | 0.27% |
| Clean Science And Technology Ltd | Materials | Equity | 0.27% |
| Elecon Engineering Company Ltd | Industrials | Equity | 0.25% |
| Thermax Ltd | Industrials | Equity | 0.25% |
| Dhoot Transmission Ltd | Consumer Discretionary | Equity | 0.14% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.01% |
| Maruti Suzuki India Limited October 2026 Future | Consumer Discretionary | Futures | -0.01% |
| Bajaj Finserv Ltd OCT-2026 | Financial | Futures | -0.23% |
| Eternal Limited October 2026 Future | Technology | Futures | -0.41% |
| Ambuja Cements Limited October 2026 Future | Materials | Futures | -0.42% |
| Net Payables | Unspecified | Net Payables | -0.66% |
| NTPC Limited October 2026 Future | Energy & Utilities | Futures | -0.87% |
| Hindalco Industries Limited October 2026 Future | Materials | Futures | -1.11% |
| Mahindra & Mahindra Limited November 2026 Future | Consumer Discretionary | Futures | -1.15% |
| JSW Steel Limited October 2026 Future | Materials | Futures | -1.20% |
| Bajaj Finance Limited October 2026 Future | Financial | Futures | -1.34% |
| Larsen & Toubro Limited November 2026 Future | Industrials | Futures | -1.75% |
| Kotak Mahindra Bank Limited October 2026 Future | Financial | Futures | -2.01% |
| State Bank of India October 2026 Future | Financial | Futures | -2.46% |
| HDFC Bank Limited October 2026 Future | Financial | Futures | -3.98% |
| Axis Bank Limited October 2026 Future | Financial | Futures | -4.87% |
| ICICI Bank Limited October 2026 Future | Financial | Futures | -4.91% |
| Reliance Industries Limited October 2026 Future | Energy & Utilities | Futures | -5.42% |
| Bharti Airtel Limited October 2026 Future | Technology | Futures | -7.55% |
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 | +6.9% | +6.3% | +7.3% | +7.8% |
| Category average (Hybrid Equity Savings) | +7.3% | +6.4% | +7.3% | +7.6% |
| Rank (Hybrid Equity Savings) | 13 | 9 | 6 | -- |
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) | |
|---|---|---|---|---|
 | +4.62% | +11.66% | 1,557.92 | |
 | +3.92% | +9.84% | 1,704.44 | |
 | -0.76% | +8.17% | 10,442.51 | |
 | +0.46% | +7.15% | 5,412.73 | |
 | +1.04% | +6.35% | 14,904.85 | |
| 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
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - 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 ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹69.21.
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.
;
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₹77,566.02 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,