Sundaram Equity Savings Fund-Growth

Fund Details

NAV 71.7892

Sub-Type Equity Savings

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 23.71

Fund Size(in Crores) 1206.71

Fund Performance

1 Month -0.82%

3 Month 0.06%

6 Month 1.89%

1 Year 6.53%

3 Year 11.35%

5 Year 9.27%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (39.33%) Market Cap Large Cap 65.8 Mid Cap 5.06 Small Cap -31.53 Top Sectors Financial 13.15 Energy 3.7 Automobile 3.58 Services 3.33 Technology 2.27 Communication 2.18 Consumer Staples 2.16 Capital Goods 2.15 Construction 2.14 Chemicals 1.2 Healthcare 1.1 Materials 1.04 Consumer Discretionary 0.53 Insurance 0.2 Top Holding Kotak Mahindra Bank 1.56 United Spirits 0.35 GAIL (India) 0.15 Ultratech Cement 0.62 TVS Motor Company - Pref. Shares 0 The Indian Hotels Company 0.16 Tech Mahindra 0.22 Coforge 0.22 Home First Finance Company India 0.41 Hindustan Aero 0 Reliance Industries 2.38 PB Fintech 0.64 Varun Beverages 0.31 CRISIL 0.39 UNO Minda 0.42 Maruti Suzuki India 0.53 Indraprastha Gas 0.19 Bank of Baroda -0.01 Prudent Corporate Advisory Services 0.37 ICICI Bank 2.68 Kwality Walls India 0.01 Prestige Estates Projects 0.34 Billionbrains Garage Ventures 0.28 SBI Life Insurance Company 0.2 Cummins India 0.77 Bajaj Finserv 0 ITC -0.01 Mahindra & Mahindra 1.57 Pidilite Industries 0.34 Coromandel International 0.86 NTPC 0 BSE 0.63 Jubilant FoodWorks 0.66 Axis Bank -0.01 Bharat Petroleum Corporation 0.57 JK Cement 0.42 Bharat Electronics 0.87 State Bank of India 0.95 Others 0.62 HDFC Bank 4.14 Larsen & Toubro 1.8 Bharti Airtel 2.18 Trent 0.23 Bajaj Finance 1.2 Eternal 0 Interglobe Aviation 0.62 Hindustan Unilever 0.87 Power Fin. Corp. 0.63 Tata Consumer Products 0.62 Cholamandalam Investment and Finance Company 0.95 Aurobindo Pharma 0 Bajaj Auto 0.43 Mankind Pharma 0.47 Sun Pharmaceutical Industries 0.4 Amara Raja Energy & Mobility 0.51 JSW Steel -0.01 Indegene 0.23 Tata Power Company 0.41 HCL Technologies 1.12 Amber Enterprises India 0.53 Ambuja Cements 0 TVS Motor Company 0.63 Hindalco Industries 0 Infosys 0.71

Debt & Others (60.66%) Sector Allocation Repo 8.74 Bonds 1.67 Cash Margin 37.63 Debt Credit Ratings Cash 37.63 Cash & Call Money 8.68 SOV 8.53 AAA 5.83 Debt Category LIC Housing Fin. 2.07 National Bank Agr. Rur. Devp 1.67 Others 46.3 Power Fin. Corp. 0.83

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -0.08% Ret 1Y 8.54% Ret 3Y 9.56% Ret 5Y 7.4%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -0.08% Ret 1Y 8.54% Ret 3Y 9.56% Ret 5Y 7.4%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.08% Ret 1Y 8.54% Ret 3Y 9.56% Ret 5Y 7.4%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.74% Ret 1Y 5.82% Ret 3Y 10.16% Ret 5Y 8.27%

Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M 0.03% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.15%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dwijendra Srivastava

Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sudhir Kedia

Education Mr. Kedia is CA, CMA and MBA.

Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.

Rohit Seksaria

Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

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.

Clyton Richard Fernandes

Education Mr. Fernandes has done B.E and MBA

Experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at moderate risk

AMC and Fund details

Rank (total sets) 20

Date of Incorporation 2002-05-23

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.