
S
Sundaram Equity Savings Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 02 Mar 2026
82.9710
1 Day NAV Change (₹)
-0.48525
Morningstar
3
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 40.76 L
11.57%
Total Investment
₹ 30,00,000
Returns
₹ 10,75,705 (35.86%)
Maturity Value
₹ 40,75,705
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹1,195.20 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 84.6190
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 1,195.20
Expense Ratio
0.72%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 76.2416
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY Equity Savings Index TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- 0.5% If Redeemed Within 7 Days
- nil If Redeemed After 7 Days
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Dwijendra Srivastava
Qualification
B.Tech, PGDM (Finance), CFA
Name
Rohit Seksaria
Qualification
CS, CA & has done MBA from IIM Ahmedabad
Name
Clyton Richard Fernandes
Qualification
M.B.A. Finance, B.E. Mechanical
Fund Objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
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View AllFAQs
When was Sundaram Equity Savings Fund launched?
What is the current NAV of Sundaram Equity Savings Fund?
What is the AUM of Sundaram Equity Savings Fund?
What is the rate of return of Sundaram Equity Savings Fund?
- In the past 1Y: 9.31%
- In the past 3Y: 12.95%
- In the past 5Y: 11.57%
What is the expense ratio of Sundaram Equity Savings Fund?
What is exit load of Sundaram Equity Savings Fund?
What is the portfolio of Sundaram Equity Savings Fund?
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Top 3 sectoral holdings include:
How risky is investing in Sundaram Equity Savings Fund?
Who is the fund manager Sundaram Equity Savings Fund?
What is the minimum investment required in Sundaram Equity Savings Fund?
How to invest in Sundaram Equity Savings Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



