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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Equity Savings Fund Growth
+8.31%
3Y annualised
-0.15% 1D
NAV: 16 Jul '26
₹70.97
Min. for SIP
₹100
Fund size (AUM)
₹1,044.03 Cr
Expense ratio
2.77%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,236 | +0.39% | |
| 3 years | ₹1,80,000 | ₹1,93,254 | +7.36% | |
| 5 years | ₹3,00,000 | ₹3,60,065 | +20.02% | |
| 10 years | ₹6,00,000 | ₹9,57,516 | +59.59% |
Holdings (100)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 49.74% |
| Bharti Airtel Ltd | Technology | Equity | 9.46% |
| ICICI Bank Ltd | Financial | Equity | 7.74% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.21% |
| HDFC Bank Ltd | Financial | Equity | 6.99% |
| Axis Bank Ltd | Financial | Equity | 4.83% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.57% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.84% |
| Bajaj Finance Ltd | Financial | Equity | 2.39% |
| LIC HOUSING FINANCE LIMITED TR 419 OPT II 6.65 LOA 15FB27 FVRS10LAC | Financial | Bonds/NCDs | 2.38% |
| State Bank of India | Financial | Equity | 2.36% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 2.35% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.33% |
| Patanjali Foods Ltd | Consumer Staples | Equity | 2.21% |
| 7.37% GOI CG 23-10-2028 | Entities | GOI Securities | 1.48% |
| GOI Sec 7.23 15/04/2039 | Entities | GOI Securities | 1.48% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LAC | Financial | Bonds/NCDs | 1.45% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 1.42% |
| Hindalco Industries Ltd | Materials | Equity | 1.37% |
| Repo | Unspecified | Repo | 1.18% |
| Tower Infrastructure Trust | Real Estate | Infrastructure Investment Trust | 1.10% |
| JSW Steel Ltd | Materials | Equity | 1.05% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.96% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24A 7.5 BD 31AU26 FVRS1LAC | Financial | Floating Rate Bond | 0.96% |
| NTPC Ltd | Energy & Utilities | Equity | 0.88% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.83% |
| Fractal Analytics Ltd. | Technology | Equity | 0.80% |
| Coforge Ltd | Technology | Equity | 0.78% |
| Bharat Electronics Ltd | Industrials | Equity | 0.77% |
| Tata Steel Ltd | Materials | Equity | 0.76% |
| PB Fintech Ltd | Financial | Equity | 0.74% |
| Cummins India Ltd | Industrials | Equity | 0.73% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.69% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.68% |
| Coromandel International Ltd | Materials | Equity | 0.67% |
| Zomato Ltd | Technology | Equity | 0.64% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 0.62% |
| Muthoot Finance Ltd | Financial | Equity | 0.62% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.61% |
| One 97 Communications Ltd | Industrials | Equity | 0.61% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 0.59% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 0.56% |
| Oracle Financial Services Software Ltd | Technology | Equity | 0.54% |
| GOVERNMENT OF INDIA 34539 GOI 03JU29 7.04 FV RS 100 | Entities | GOI Securities | 0.49% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.49% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.48% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.46% |
| Home First Finance Company India Ltd | Financial | Equity | 0.46% |
| Amara Raja Batteries Ltd | Consumer Discretionary | Equity | 0.45% |
| Ultratech Cement Ltd | Materials | Equity | 0.45% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.43% |
| Ambuja Cements Ltd | Materials | Equity | 0.43% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 0.42% |
| MTAR Technologies Ltd | Industrials | Equity | 0.42% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.41% |
| Crisil Ltd | Industrials | Equity | 0.37% |
| JK Cement Ltd | Materials | Equity | 0.37% |
| Mrs. Bectors Food Specialities Ltd | Consumer Staples | Equity | 0.37% |
| HCL Technologies Ltd | Technology | Equity | 0.36% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.36% |
| Kei Industries Ltd | Industrials | Equity | 0.35% |
| Affle (India) Ltd | Industrials | Equity | 0.35% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.35% |
| Delhivery Ltd | Industrials | Equity | 0.35% |
| Poonawalla Fincorp Ltd | Financial | Equity | 0.34% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 0.33% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 0.32% |
| Indegene Ltd. | Healthcare | Equity | 0.32% |
| Granules India Ltd | Healthcare | Equity | 0.32% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.28% |
| Bajaj Finserv Ltd | Financial | Equity | 0.28% |
| Elecon Engineering Company Ltd | Industrials | Equity | 0.24% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 0.24% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.24% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.23% |
| Vedanta Ltd | Materials | Equity | 0.20% |
| Hindustan Unilever Ltd | Consumer Staples | Equity | 0.09% |
| Kwality Walls India Ltd | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.00% |
| Net Payables | Unspecified | Net Payables | -0.01% |
| Sun Pharmaceuticals Ltd JUL-2026 | Healthcare | Futures | -0.04% |
| Bajaj Finserv Limited July 2026 Future | Financial | Futures | -0.28% |
| Maruti Suzuki India Limited July 2026 Future | Consumer Discretionary | Futures | -0.29% |
| Ambuja Cements Limited July 2026 Future | Materials | Futures | -0.43% |
| Aurobindo Pharma Limited July 2026 Future | Healthcare | Futures | -0.63% |
| Eternal Limited July 2026 Future | Technology | Futures | -0.64% |
| NTPC Limited July 2026 Future | Energy & Utilities | Futures | -0.88% |
| JSW Steel Limited July 2026 Future | Materials | Futures | -1.05% |
| Mahindra & Mahindra Limited July 2026 Future | Consumer Discretionary | Futures | -1.24% |
| Bajaj Finance Limited July 2026 Future | Financial | Futures | -1.33% |
| Hindalco Industries Limited July 2026 Future | Materials | Futures | -1.38% |
| Kotak Mahindra Bank Limited July 2026 Future | Financial | Futures | -1.72% |
| Larsen & Toubro Limited July 2026 Future | Industrials | Futures | -1.75% |
| Patanjali Foods Limited July 2026 Future | Consumer Staples | Futures | -2.21% |
| State Bank of India July 2026 Future | Financial | Futures | -2.38% |
| HDFC Bank Limited July 2026 Future | Financial | Futures | -4.45% |
| Axis Bank Limited July 2026 Future | Financial | Futures | -4.86% |
| ICICI Bank Limited July 2026 Future | Financial | Futures | -5.17% |
| Reliance Industries Limited July 2026 Future | Energy & Utilities | Futures | -5.45% |
| Bharti Airtel Limited August 2026 Future | Technology | Futures | -7.83% |
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 | +8.3% | +8.1% | +8.1% | +8.1% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 9 | 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) | |
|---|---|---|---|---|
 | +10.94% | +12.79% | 1,126.77 | |
 | +6.51% | +10.61% | 1,443.86 | |
 | +4.51% | +9.57% | 10,223.48 | |
 | +1.71% | +8.74% | 5,610.15 | |
 | +2.56% | +7.02% | 16,499.92 | |
| 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 ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹70.97.
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₹76,991.28 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,