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Sundaram Equity Savings Fund Growth
Hybrid
Equity Savings
Moderate Risk
+11.34%
3Y annualised
+0.07% 1D
NAV: 20 Feb '26
₹71.67
Min. for SIP
Not Supported
Fund size
₹1,195.20 Cr
Expense ratio
2.16%
Holdings (90)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.37% |
| Reliance Industries Ltd. | Energy | Equity | 8.02% |
| ICICI Bank Ltd. | Financial | Equity | 7.18% |
| HDFC Bank Ltd. | Financial | Equity | 5.13% |
| State Bank of India | Financial | Equity | 4.31% |
| Axis Bank Ltd. | Financial | Equity | 4.29% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.01% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.67% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.40% |
| Bajaj Finance Ltd. | Financial | Equity | 2.20% |
| GOI | Sovereign | GOI Sec | 2.14% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.08% |
| GOI | Sovereign | GOI Sec | 1.65% |
| GOI | Sovereign | GOI Sec | 1.30% |
| GOI | Sovereign | GOI Sec | 1.27% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.26% |
| GOI | Sovereign | GOI Sec | 1.24% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.21% |
| HCL Technologies Ltd. | Technology | Equity | 1.18% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.03% |
| Bank Of Baroda | Financial | Equity | 1.02% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.92% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.91% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.90% |
| Coromandel International Ltd. | Chemicals | Equity | 0.88% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.84% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.84% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.84% |
| PB Fintech Ltd. | Services | Equity | 0.76% |
| Cummins India Ltd. | Capital Goods | Equity | 0.73% |
| Infosys Ltd. | Technology | Equity | 0.72% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.72% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.69% |
| BSE Ltd. | Services | Equity | 0.68% |
| Ultratech Cement Ltd. | Construction | Equity | 0.68% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.65% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.64% |
| Interglobe Aviation Ltd. | Services | Equity | 0.61% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.60% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.55% |
| NTPC Ltd. | Energy | Equity | 0.53% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.53% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.53% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.51% |
| Tata Power Company Ltd. | Energy | Equity | 0.48% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.46% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.46% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.46% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.45% |
| Ambuja Cements Ltd. | Construction | Equity | 0.45% |
| JK Cement Ltd. | Construction | Equity | 0.44% |
| GOI | Sovereign | GOI Sec | 0.43% |
| Crisil Ltd. | Services | Equity | 0.43% |
| Eternal Ltd. | Services | Equity | 0.42% |
| UNO Minda Ltd. | Automobile | Equity | 0.41% |
| Coforge Ltd. | Technology | Equity | 0.40% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.37% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.35% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.33% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.33% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.33% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.32% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.31% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.27% |
| Indegene Ltd. | Healthcare | Equity | 0.26% |
| Trent Ltd. | Services | Equity | 0.25% |
| Tech Mahindra Ltd. | Technology | Equity | 0.25% |
| GAIL (India) Ltd. | Energy | Equity | 0.23% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.15% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.27% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.29% |
| Eternal Ltd. | Services | Futures | -0.42% |
| Ambuja Cements Ltd. | Construction | Futures | -0.45% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.53% |
| NTPC Ltd. | Energy | Futures | -0.53% |
| JSW Steel Ltd. | Metals & Mining | Futures | -0.91% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -0.95% |
| HDFC Bank Ltd. | Financial | Futures | -1.01% |
| Bank Of Baroda | Financial | Futures | -1.02% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.05% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.13% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.21% |
| Bajaj Finance Ltd. | Financial | Futures | -1.36% |
| State Bank of India | Financial | Futures | -3.30% |
| Axis Bank Ltd. | Financial | Futures | -4.30% |
| ICICI Bank Ltd. | Financial | Futures | -4.44% |
| Reliance Industries Ltd. | Energy | Futures | -5.88% |
| Bharti Airtel Ltd. | Communication | Futures | -7.27% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.3% | +9.2% | +8.9% | +8.2% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 6 | 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) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +9.73% | +11.38% | 1,223.03 | |
Kotak Equity Savings Fund Growth | +9.84% | +11.35% | 9,618.75 | |
HDFC Equity Savings Fund Growth | +8.84% | +10.48% | 5,837.76 | |
DSP Equity Savings Fund Growth | +6.28% | +10.04% | 3,855.70 | |
ICICI Prudential Equity Savings Fund Growth | +7.12% | +8.40% | 18,077.59 | |
| 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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹71.67.
The Sundaram Equity Savings Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹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₹75,674.20 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,