Sundaram Equity Savings Fund Direct-Growth
Sundaram Equity Savings Fund Direct-Growth: Mutual Fund Overview
Sundaram Equity Savings Fund Direct-Growth is an Equity Savings mutual fund with over 13.19 years of performance history. The scheme manages an AUM of ₹1181.73 Cr and has a NAV of ₹81.6646. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.09%.
Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 7.09% at 12 Mar 2026 08:13 PM
Fund Details
NAV 81.6646
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 13.19
Fund Size(in Crores) 1181.73
Fund Performance
1 Month -3.35%
3 Month -2.74%
6 Month -0.71%
1 Year 7.09%
3 Year 12.19%
5 Year 10.24%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.75%
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.
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.
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.
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) 23
Date of Incorporation 2013-01-02
Total AUM 75674.2
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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