NAV
₹82.5989
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +0.70%
- 3Y
- +8.41%
- 5Y
- —
- Since Inception
- +9.14%
SIP returns (XIRR)
- 1Y
- -0.94%
- 3Y
- +4.71%
- 5Y
- —
- Since Inception
- +7.85%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks23.74%
- Telecom - Services8.92%
- Petroleum Products7.21%
- Finance4.81%
- Automobiles4.53%
- Construction3.63%
- IT - Software2.92%
- Non - Ferrous Metals2.67%
- Financial Technology (Fintech)2.02%
- Pharmaceuticals & Biotechnology1.99%
- Capital Markets1.59%
- Retailing1.40%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
- 1Bharti Airtel Ltd8.92%
- 2Icici Bank Ltd7.79%
- 3Reliance Industries Ltd7.21%
- 4Hdfc Bank Ltd5.58%
- 5Axis Bank Ltd4.85%
- 6Larsen & Toubro Ltd3.63%
- 7Kotak Mahindra Bank Ltd2.97%
- 8Mahindra & Mahindra Ltd2.55%
- 9State Bank Of India2.54%
- 10Lic Housing Finance Ltd - 6.65% - 15/02/2027**2.48%
What this fund does
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.