Mutual Fund Details

Sundaram Equity Savings Fund Direct-Growth

Name: Sundaram Equity Savings Fund Direct-Growth
Brand: Sundaram Mutual Fund

Hybrid Equity Savings

NAV

₹81.5697

as on 18 Mar 2026, 09:00 PM

₹0.3864(0.48%)

Last Change

Scheme Ratings

Equity Savings

3Y Returns

rated by Value Research

Equity Savings

Rankings based on 3Y Returns | as on 19 Mar 2026

HSBC Equity Savings Fund Direct-Growth

14.10%

Sundaram Equity Savings Fund Direct-Growth

12.53%

Edelweiss Equity Savings Fund Direct-Growth

12.28%

Mirae Asset Equity Savings Fund Direct - Growth

12.25%

Kotak Equity Savings Fund Direct-Growth

12.02%

Videos: for Sundaram Mutual Fund

Principal Equity saving fund

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Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,36,547

₹1,43,236

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹43,236

Profit (absolute return)

43.24%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

3.38%

In the last 3 months

2.68%

In the last 6 months

1.59%

In the last 1 year

6.04%

In the last 3 years

43.24%

In the last 5 years

65.76%

In the last 10 years

157.84%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at moderate risk

Scheme Information

Sundaram Equity Savings Fund Direct-Growth

as of 28 Feb 2026, 05:30 AM

₹1,181.74 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 0.5% if redeemed within 7 days.

0.75%

Expense Ratio

Plan

Growth

41.29%

Cash Holding

Benchmark

NIFTY Equity Savings Total Return Index

Scheme Document

View

Benchmark

NIFTY Equity Savings Total Return Index

Exit Load

Exit load of 0.5% if redeemed within 7 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Sector

Financial

13.62%

₹160.90 Cr

Energy

4.03%

₹47.57 Cr

Automobile

3.61%

₹42.68 Cr

Technology

3.37%

₹39.77 Cr

Services

2.90%

₹34.26 Cr

Others

72.48%

₹856.52 Cr

View All

Sectors Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Sector

Financial

13.62%

₹160.90 Cr

Energy

4.03%

₹47.57 Cr

Automobile

3.61%

₹42.68 Cr

Technology

3.37%

₹39.77 Cr

Services

2.90%

₹34.26 Cr

Others

72.48%

₹856.52 Cr

View All

Companies Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Company

GOI

6.41%

₹75.75 Cr

HDFC Bank Ltd.

4.03%

₹47.62 Cr

ICICI Bank Ltd.

2.79%

₹32.97 Cr

Reliance Industries Ltd.

2.22%

₹26.23 Cr

Others

84.55%

₹999.16 Cr

View All

Companies Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Company

GOI

6.41%

₹75.75 Cr

HDFC Bank Ltd.

4.03%

₹47.62 Cr

ICICI Bank Ltd.

2.79%

₹32.97 Cr

Reliance Industries Ltd.

2.22%

₹26.23 Cr

Others

84.55%

₹999.16 Cr

View All

Instruments Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Instrument

Cash Margin

36.24%

₹428.24 Cr

Mrgn Money

7.12%

₹84.16 Cr

GOI Sec

6.40%

₹75.64 Cr

Repo

4.45%

₹52.56 Cr

Bonds/NCD

3.39%

₹40.01 Cr

Others

42.41%

₹501.17 Cr

View All

Instruments Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Instrument

Cash Margin

36.24%

₹428.24 Cr

Mrgn Money

7.12%

₹84.16 Cr

GOI Sec

6.40%

₹75.64 Cr

Repo

4.45%

₹52.56 Cr

Bonds/NCD

3.39%

₹40.01 Cr

Others

42.41%

₹501.17 Cr

View All

Funds in this Category

This fund's returns:

12.70%

Return Duration

3 Years

HSBC Equity Savings Fund Direct-Growth

Mirae Asset Equity Savings Fund Direct - Growth

Edelweiss Equity Savings Fund Direct-Growth

About Sundaram Equity Savings Fund Direct-Growth

Sundaram Equity Savings Fund Direct-Growth is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹1,181.74 Crores and the latest NAV decalared is ₹81.570 as on 19 Mar 2026 at 9:31 am.

Sundaram Equity Savings Fund Direct-Growth scheme return performance in last 1 year is 6.04%, in last 3 years is 43.24% and 236.12% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.