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
+9.47%
3Y annualised
-0.08% 1D
NAV: 15 May '26
₹70.05
Min. for SIP
₹100
Fund size (AUM)
₹1,079.02 Cr
Expense ratio
2.76%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,485 | -0.86% | |
| 3 years | ₹1,80,000 | ₹1,93,654 | +7.59% | |
| 5 years | ₹3,00,000 | ₹3,60,745 | +20.25% | |
| 10 years | ₹6,00,000 | ₹9,59,340 | +59.89% |
Holdings (96)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.69% |
| Reliance Industries Ltd. | Energy | Equity | 8.85% |
| HDFC Bank Ltd. | Financial | Equity | 7.39% |
| ICICI Bank Ltd. | Financial | Equity | 7.14% |
| Axis Bank Ltd. | Financial | Equity | 4.40% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.71% |
| State Bank of India | Financial | Equity | 3.21% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.01% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.55% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 2.39% |
| Bajaj Finance Ltd. | Financial | Equity | 2.35% |
| LIC Housing Finance Ltd. | Financial | Bonds/NCD | 2.30% |
| GOI | Sovereign | GOI Sec | 2.23% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.44% |
| GOI | Sovereign | GOI Sec | 1.42% |
| GOI | Sovereign | GOI Sec | 1.39% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds/NCD | 1.38% |
| GOI | Sovereign | GOI Sec | 1.36% |
| JSW Steel Ltd. | Metals & Mining | Equity | 1.04% |
| NTPC Ltd. | Energy | Equity | 0.95% |
| National Bank For Agriculture & Rural Development | Financial | FRB | 0.93% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.92% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.88% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.86% |
| PB Fintech Ltd. | Services | Equity | 0.82% |
| Fractal Analytics Ltd. | Technology | Equity | 0.82% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.77% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.75% |
| Tata Power Company Ltd. | Energy | Equity | 0.75% |
| HCL Technologies Ltd. | Technology | Equity | 0.74% |
| Coromandel International Ltd. | Chemicals | Equity | 0.72% |
| Cummins India Ltd. | Capital Goods | Equity | 0.69% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.67% |
| TVS Motor Company Ltd. | Automobile | 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. | Automobile | Equity | 0.59% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.58% |
| Eternal Ltd. | Services | Equity | 0.58% |
| Ultratech Cement Ltd. | Construction | Equity | 0.54% |
| Amara Raja Energy & Mobility Ltd | Capital Goods | Equity | 0.51% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.51% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.50% |
| One97 Communications Ltd. | Services | Equity | 0.50% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.49% |
| GOI | Sovereign | GOI Sec | 0.47% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.44% |
| Ambuja Cements Ltd. | Construction | Equity | 0.43% |
| Interglobe Aviation Ltd. | Services | Equity | 0.43% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.39% |
| JK Cement Ltd. | Construction | Equity | 0.39% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.38% |
| UNO Minda Ltd. | Automobile | Equity | 0.35% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.34% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.32% |
| Crisil Ltd. | Services | Equity | 0.31% |
| Indegene Ltd. | Healthcare | Equity | 0.29% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.28% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.27% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.26% |
| GAIL (India) Ltd. | Energy | Equity | 0.25% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.23% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.20% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | 0.17% |
| Affle 3I Ltd. | Technology | Equity | 0.16% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.14% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.12% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.09% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.09% |
| Malco Energy Ltd. | Metals & Mining | Equity | 0.09% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.09% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 0.09% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.01% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.00% |
| Shasun Pharmaceuticals Ltd. | Healthcare | Futures | -0.04% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.26% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.27% |
| Ambuja Cements Ltd. | Construction | Futures | -0.43% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.56% |
| Eternal Ltd. | Services | Futures | -0.58% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | -0.68% |
| NTPC Ltd. | Energy | Futures | -0.95% |
| JSW Steel Ltd. | Metals & Mining | Futures | -1.05% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.18% |
| Bajaj Finance Ltd. | Financial | Futures | -1.20% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -1.22% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.45% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.74% |
| State Bank of India | Financial | Futures | -2.37% |
| Patanjali Foods Ltd. | Consumer Staples | Futures | -2.39% |
| HDFC Bank Ltd. | Financial | Futures | -4.17% |
| Axis Bank Ltd. | Financial | Futures | -4.43% |
| ICICI Bank Ltd. | Financial | Futures | -4.59% |
| Reliance Industries Ltd. | Energy | Futures | -6.68% |
| Bharti Airtel Ltd. | Communication | 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 | +9.5% | +8.8% | +8.2% | +8.1% |
| 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 | +6.67% | +10.85% | 1,313.18 | |
Kotak Equity Savings Fund Growth | +5.08% | +10.33% | 10,031.57 | |
UTI Equity Savings Fund Growth | +2.17% | +9.04% | 820.50 | |
DSP Equity Savings Fund Growth | +1.96% | +9.03% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Growth | +2.91% | +7.62% | 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 15 May 2026 is ₹70.05.
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₹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,