Sundaram Equity Savings Fund Direct-Growth
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Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 7.46% at 22 Dec 2025 06:33 PM
Fund Details
NAV 84.0731
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 12.97
Fund Size(in Crores) 1201.14
Fund Performance
1 Month -0.21%
3 Month 1.54%
6 Month 3.62%
1 Year 7.46%
3 Year 12.81%
5 Year 11.97%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.98%) Market Cap Large Cap 98.64 Mid Cap 1.34 Top Sectors Financial 35.4 Energy 11.99 Technology 10.23 Automobile 6.81 Consumer Staples 6.49 Services 5.06 Communication 4.79 Healthcare 4.32 Construction 4 Materials 3.83 Metals & Mining 3.05 Insurance 1.43 Consumer Discretionary 1.35 Capital Goods 1.23 Top Holding Apollo Hospitals Enterprise 0.62 Tata Motors Passenger Vehicles 0.62 Trent 0.79 ICICI Bank 8.29 Shriram Finance 1 Larsen & Toubro 4 Cipla 0.72 NTPC 1.3 Eicher Motors 0.81 Reliance Industries 8.88 Titan Company 1.35 Tata Steel 1.16 Axis Bank 3.07 Max Healthcare Institute 0.72 JSW Steel 0.91 State Bank of India 3.4 Tata Consultancy 2.68 Maruti Suzuki India 1.75 ITC 3.26 Infosys 4.7 Ultratech Cement 1.15 Bharat Electronics 1.23 SBI Life Insurance Company 0.74 Eternal 1.75 Adani Enterprises 0.5 Dr. Reddy's Laboratories 0.64 Interglobe Aviation 1.08 Tech Mahindra 0.81 Tata Consumer Products 0.64 HCL Technologies 1.44 JIO Financial 0.84 HDFC Life Insurance 0.69 Grasim Industries 0.88 Coal India 0.71 Sun Pharmaceutical Industries 1.62 Bajaj Finance 2.31 Power Grid Corporation Of India 1.02 Asian Paints 1.09 Mahindra & Mahindra 2.79 Adani Ports and Special Economic Zone 0.94 Hindustan Unilever 1.83 Hindalco Industries 0.98 Bharti Airtel 4.79 Nestle India 0.76 Kotak Mahindra Bank 2.61 Wipro 0.6 Bajaj Auto 0.84 ONGC 0.79 Bajaj Finserv 1 HDFC Bank 12.88
Debt & Others (0.02%) Sector Allocation Margin Money 0 Repo 0.24 Net Payables -0.22 Debt Credit Ratings Debt Category Others 0.02
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.28% Ret 1Y 7.22% Ret 3Y 14.9% Ret 5Y 15.78%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y 10.97% Ret 3Y 15.99% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.33% Ret 1Y 9.24% Ret 3Y 12.81% Ret 5Y 14.17%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -1.85% Ret 1Y -3.45% Ret 3Y 15.82% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.59%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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
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.
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) 9
Date of Incorporation 2013-01-02
Total AUM 2025-11-30
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.
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