What is the latest NAV of Sundaram Equity Savings Fund · Direct · Growth?

The latest NAV of Sundaram Equity Savings Fund · Direct · Growth is ₹83.2446 as of 17 Jun 2026.

What are the 3-year returns of Sundaram Equity Savings Fund · Direct · Growth?

Sundaram Equity Savings Fund · Direct · Growth has delivered +10.85% CAGR over the last 3 years.

How to invest in Sundaram Equity Savings Fund · Direct · Growth?

You can invest in Sundaram Equity Savings Fund · Direct · Growth online through MFU (Mutual Fund Utility) via MFGenie.ai.

Equity Savings

Sundaram Equity Savings Fund · Direct · Growth

Sundaram Mutual Fund

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NAV

₹83.2446

as of 17 Jun 2026

Expense Ratio

—

see scheme documents

Viewing Direct · Growth

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Lumpsum returns (CAGR)

1Y: +2.38%
3Y: +10.85%
5Y: —
Since Inception: +9.95%

SIP returns (XIRR)

1Y: +1.81%
3Y: +7.10%
5Y: —
Since Inception: +9.22%

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

Thinking about Sundaram Equity Savings Fund · Direct · Growth?

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HDFC Equity Savings Fund · Regular · Growth

3Y: +8.54%AUM: ₹5,823 Cr

SBI Equity Savings Fund · Regular · Growth

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DSP Equity Savings Fund · Regular · Growth

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Fund Details

Fund HouseSundaram Mutual Fund

CategoryEquity Savings

Launch Date30 Dec 2021

AMFI Code149679

Transaction facts

Min. Lumpsum₹100

Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026

portfolio shared with Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option

Holding% NAV

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%

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Investment Objective

Sundaram Equity Savings Fund · Direct · 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 · Direct · Growth is a Equity Savings mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years.

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