16267
18076
Sundaram Equity Savings Fund - Direct (G)
10.37
1.85
10.50
0.21
2.22
4.44
-1.27
9.58
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
4
1.65
10.5
Sundaram Equity Savings Fund - Direct (G)
1.52
8.73
1.19
3.5
5 Years
Sundaram Equity Savings Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
83.55
03 Jul 2026
-
0.08%
1 Day
-
10.37%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
1.35%
Expense Ratio -
1,064 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 03 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 1.85%
- 10.37%
- 10.50%
- 9.58
- 4.44Alpha
- 1.80SD
- 0.42Beta
- 0.80Sharpe
- 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.
The scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
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 03 Jul 2026
The expense ratio of Sundaram Equity Savings Fund - Direct (G) is 1.35 % as of 03 Jul 2026
The AUM of Sundaram Equity Savings Fund - Direct (G) 848.56 CR as of 03 Jul 2026
The minimum SIP amount of Sundaram Equity Savings Fund - Direct (G) is 100
The top stock holdings of Sundaram Equity Savings Fund - Direct (G) are
- Bharti Airtel - 9.35%
- Reliance Industr - 8.21%
- ICICI Bank - 7.08%
- HDFC Bank - 6.78%
- Margin Money For Derivatives - 5.64%
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%