NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Equity Savings Fund - Direct (G)
Fund Type	Hybrid
Risk	Moderate
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.34%
NAV	₹85.06 (11 Nov 2026)
Fund Size	₹908.24 Cr
Fund Started	02 Jan 2013
Lock-in Period	No lock-in
Exit Load	0.5% if redeemed within 7 days Nil if redeemed after 7 days.

Returns	Sundaram Equity Savings Fund - Direct (G)
1M	3.15%
3M	0.11%
6M	2.06%
1Y	1.59%
3Y	9.28%
5Y	8.62%
Since Inception	9.45%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Equity Savings Fund - Direct (G)
Alpha	2.69
Beta	0.41
Sharpe	0.45
Standard Deviation	1.79

Holding Analysis	Sundaram Equity Savings Fund - Direct (G)
Top 5 Holdings	37.61%
Top 10 Holdings	54.65%
Portfolio Turnover	489.40
Equity	79.67%
Debt	15.07%
Cash	—

Name	Assets
Bharti Airtel LtdEquity	10.83%
ICICI Bank LtdEquity	8.27%
Reliance Industries...Equity	7.50%
Larsen & Toubro LtdEquity	5.67%
Margin Money For De...Derivatives	5.34%
Axis Bank LtdEquity	5.02%
HDFC Bank LtdEquity	4.16%
LIC Housing Finance...Corporate Debts	2.74%
GSEC2035 6.48Govt. Securities	2.58%
State Bank of IndiaEquity	2.54%

Fund Manager	Sundaram Equity Savings Fund - Direct (G)
Name	, ,

About	Sundaram Equity Savings Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Equity Savings Fund
Benchmark	NIFTY Equity Savings Index TRI
Launch Date	01 Jan 2013