Sundaram Equity Savings Fund - Direct (G)
-
NAV
84.78
09 Nov 2026
-
0.15%
1 Day
-
9.28%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
1.34%
Expense Ratio -
943 Cr
Fund Size -
13 Years
Fund Age
SIP Calculator
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 09 Nov 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 1.59%
- 9.28%
- 8.62%
- 9.45
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- 2.69Alpha
- 1.79SD
- 0.41Beta
- 0.45Sharpe
- Exit Load
- 0.5% if redeemed within 7 days Nil if redeemed after 7 days
- Tax implication
- Returns are taxed as per your Income Tax slab.
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Hybrid
- Equity Savings Fund
- Fund Size (Cr.) - ₹ 1,613
-
- Hybrid
- Equity Savings Fund
- Fund Size (Cr.) - ₹ 1,704
-
- Hybrid
- Equity Savings Fund
- Fund Size (Cr.) - ₹ 10,188
-
- Hybrid
- Equity Savings Fund
- Fund Size (Cr.) - ₹ 908
-
- Hybrid
- Equity Savings Fund
- Fund Size (Cr.) - ₹ 5,446
- Fund Name
-
- Other
- FoFs Overseas
- AUM - ₹ 169
-
- Equity
- Mid Cap Fund
- AUM - ₹ 13,854
-
- Equity
- Thematic Fund
- AUM - ₹ 922
-
- Other
- Index Fund
- AUM - ₹ 140
-
- Equity
- Thematic Fund
- AUM - ₹ 4,999
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Mutual Fund by Category
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 62
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,925
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 2,098
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,208
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,669
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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Frequently Asked Questions
Sundaram Equity Savings Fund - Direct (G) has delivered 10.31% since inception
The NAV of Sundaram Equity Savings Fund - Direct (G) is ₹75.1648 as of 09 Nov 2026.
The expense ratio of Sundaram Equity Savings Fund - Direct (G) is 1.34% as of 09 Nov 2026.
The AUM of Sundaram Equity Savings Fund - Direct (G) is ₹848.56 Cr as of 09 Nov 2026.
The minimum SIP amount of Sundaram Equity Savings Fund - Direct (G) is ₹100. The minimum lump sum amount is ₹100.
Open the 5paisa app, search Sundaram Equity Savings Fund - Direct (G), tap Invest, select SIP or Lump Sum, enter the amount, and complete the payment.
Log in to 5paisa, open the Sundaram Equity Savings Fund - Direct (G) page, choose SIP, select the date and amount, and set up the mandate.
Go to Portfolio on 5paisa, select Sundaram Equity Savings Fund - Direct (G), tap Redeem, enter units or amount, and confirm.
The top stock holdings of Sundaram Equity Savings Fund - Direct (G) are
- Bharti Airtel - 10.83%
- ICICI Bank - 8.27%
- Reliance Industr - 7.50%
- Larsen & Toubro - 5.67%
- Margin Money For Derivatives - 5.34%
The top sectors Sundaram Equity Savings Fund - Direct (G) has invested in are
- Banks - 23.37%
- Debt - 14.71%
- Automobiles - 8.33%
- Petroleum Products - 7.05%
- IT-Software - 5.88%