Sundaram Equity Savings Fund - Direct (G) logo

Sundaram Equity Savings Fund Direct Growth

Hybrid |

Equity Savings

NAV ₹84.24 as on 17 Nov 2025

RiskModerate

Fund Size₹1,171.27Cr

NAV₹84.24 as on 17 Nov 2025
RiskModerate
Fund Size₹1,171.27Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

0.5% if redeemed within 7 days Nil if redeemed after 7 days

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

10.14%

Expense ratio

0.6%

Type

OPEN

AUM (Fund Size)

₹1,171.27

Risk Grade

Moderate

Benchmark

NIFTY Equity Savings Index TRI

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Rohit Seksaria

Experience:

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Asset Allocation

GSEC2034 5.73%

LIC Housing Fin. 2.13%

Canara Bank 2.12%

TBILL-364D 2.12%

E X I M Bank 2.11%

N A B A R D 1.73%

GSEC2028 1.33%

Gsec2039 1.32%

S I D B I 1.31%

Power Fin.Corpn. 0.86%

Margin Money For Derivatives 0.85%

TREPS 0.77%

Net CA & Others 0.56%

Gsec2029 0.44%

TVS Motor Co. 0.00%

See All
Scheme Holding Summary

Telecom-Service

Refineries

Banks

Govt. Securities

Infrastructure Developers & Operators

Automobile

Debt Others

Export-Import Bank of India

2.11%

National Bank for Agriculture & Rural Development

1.73%

Small Industries Development Bank of India Ltd

1.31%

T Bills

Finance

FMCG

Non Ferrous Metals

Tobacco Products

ITC Ltd

1.02%

Steel

Aerospace & Defence

Derivatives - Index

Fertilizers

Capital Goods-Non Electrical Equipment

IT - Software

Air Transport Service

Quick Service Restaurant

Plantation & Plantation Products

Financial Services

BSE Ltd

0.66%

Cement

Consumer Durables

Power Generation & Distribution

NTPC Ltd

0.51%

Pharmaceuticals

Lupin Ltd

0.36%

Alcoholic Beverages

E-Commerce/App based Aggregator

Insurance

Textiles

Auto Ancillaries

Credit Rating Agencies

Chemicals

Realty

Healthcare

Stock/ Commodity Brokers

Telecom Equipment & Infra Services

Gas Distribution

Hotels & Restaurants

Cables

Preference n Warrants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,005.23Cr
Date of Incorporation26 Feb 1996
Sundaram Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹84.24.
The Sundaram Equity Savings Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 7 days Nil if redeemed after 7 days.
...Read more
Returns and Rankings

Category: Hybrid Equity Savings

1Y3Y5YAll
Fund returns9.90%4.23%2.66%0.81%
Category average8.03%3.40%2.03%-
Rank within category621-

FAQ’s

What kind of returns does Sundaram Equity Savings Fund Direct Growth provide?

Sundaram Equity Savings Fund Direct Growth has given a return of 13.23% in the past 3 years.

What is the expense ratio charged by Sundaram Equity Savings Fund Direct Growth?

The Expense Ratio charged by Sundaram Equity Savings Fund Direct Growth is 0.6%.

What is the AUM size of Sundaram Equity Savings Fund Direct Growth?

The AUM size of Sundaram Equity Savings Fund Direct Growth is ₹1,171.27Cr.

What is the minimum SIP amount that you can invest in Sundaram Equity Savings Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Equity Savings Fund Direct Growth .

What are the top stock holdings of Sundaram Equity Savings Fund Direct Growth?

The top stock holdings of Sundaram Equity Savings Fund Direct Growth include , Bharti Airtel Ltd , Reliance Industries Ltd and Bharat Petroleum Corporation Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.