Sundaram Equity Savings Fund · Regular · Growth
NAV
₹70.7425
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹1,174 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.86%
- 3Y
- +9.11%
- 5Y
- —
- Since Inception
- +8.18%
SIP returns (XIRR)
- 1Y
- +0.33%
- 3Y
- +5.44%
- 5Y
- —
- Since Inception
- +7.48%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹31,257
Value today
6.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,392
Value today
7.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,36,143
Value today
+0.1%
vs lumpsum
STP beat direct lumpsum by 0.1% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.58
Sharpe Ratio
—
Alpha
—
Beta
-0.56
Sortino
5.44%
Std Dev
-6.53%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks23.00%
- Petroleum Products9.00%
- Telecom - Services9.00%
- IT - Software4.00%
- Automobiles4.00%
- Finance4.00%
- Construction3.00%
- Pharmaceuticals & Biotechnology2.00%
- Ferrous Metals2.00%
- Financial Technology (Fintech)1.00%
- Fertilizers & Agrochemicals1.00%
- Industrial Products1.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Bharti Airtel Ltd9.47%
- 2Reliance Industries Ltd8.70%
- 3Hdfc Bank Ltd7.51%
- 4Icici Bank Ltd7.11%
- 5Axis Bank Ltd4.06%
- 6Larsen & Toubro Ltd2.80%
- 7Mahindra & Mahindra Ltd2.57%
- 8Lic Housing Finance Ltd - 6.65% - 15/02/2027**2.32%
- 9Kotak Mahindra Bank Ltd2.31%
- 106.48% Central Government Securities 06/10/2035*2.25%
Investment Objective
Sundaram Equity Savings Fund · Regular · Growth by Sundaram Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.
About This Fund
Sundaram Equity Savings Fund · Regular · Growth is a Equity Savings mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,174 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Equity Savings Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations