DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AllocationEquity Savings
Sundaram Equity Savings - Direct Plan - Growth Option
3Y Annualised
10.44%
0.49% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.48%
0.49% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 12 months
NIFTY 50
8 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1064.37 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
0.5% if redeemed within 7 days
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
quant Equity Savings Fund Direct Growth
4.74%
2nd
quant Equity Savings Fund Direct Payout Inc Dist cum Cap Wdrl
4.71%
3rd
quant Equity Savings Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4.71%
4th
quant Equity Savings Fund Regular Reinvestment Inc Dist cum Cap Wdrl
4.59%
5th
quant Equity Savings Fund Regular Payout Inc Dist cum Cap Wdrl
4.59%
19th
Sundaram Equity Savings - Direct Plan - Growth Option
2.48%
Fund Managers
SK
Sudhir KediaFund Manager Since 29 Oct 2019
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Equity Savings - Direct Plan - Growth Option
Sundaram Equity Savings - Direct Plan - Growth Option is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Equity Savings - Direct Plan - Growth Option has ₹1064.37 Cr worth of assets under management (AUM) as of Thu Jul 16 2026. The latest Net Asset Value (NAV) of Sundaram Equity Savings - Direct Plan - Growth Option as of Mon Jul 13 2026 is ₹83.7666. The fund has an expense ratio of 0.75%, which is medium comparable to most other Allocation funds.
Sundaram Equity Savings - Direct Plan - Growth Option returns for the last 1 year are 1.92%. Since launch, it has delivered 9.62% average annual returns.
The Sundaram Equity Savings - Direct Plan - Growth Option has the majority of its money invested in Communication Services, Energy, null, Financial Services sectors.
Top 5 Holdings of Sundaram Equity Savings - Direct Plan - Growth Option.
- Bharti Airtel Ltd: 9.35%
- Reliance Industries Ltd: 8.21%
- Bharti Airtel Ltd Jun-2026: 7.76%
- ICICI Bank Ltd: 7.08%
- HDFC Bank Ltd: 6.78%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Equity Savings - Direct Plan - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Sundaram Banking & PSU Fund Regular Growth
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3Y CAGR
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expense ratio
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fund size
₹279.56 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
