Sundaram Equity Savings Fund (G)
Equity SavingsNAV
70.17(0.32%)Fund Size (CR)
₹1,049.28Expense Ratio
2.19Scheme Type
Active FundValue Research
Min. investment
₹100Minimum Additional Investment
₹100Minimum SIP Investment
₹100Minimum Withdrawal
₹500Exit Load
0.5%Return Since Launch
8.79%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Rohit Seksaria
Bench Mark
NIFTY Equity Savings Index TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 6 June 2025 | 9941.63 | -0.58% | - | -0.33% | 112/131 |
| 1 Month | 13 May 2025 | 10137.74 | 1.38% | - | 0.95% | 17/131 |
| 3 Month | 13 March 2025 | 10592.74 | 5.93% | - | 5.15% | 38/131 |
| 6 Month | 13 December 2024 | 10219.66 | 2.20% | - | 2.07% | 75/129 |
| 1 Year | 13 June 2024 | 10780.27 | 7.80% | 7.80% | 7.38% | 46/129 |
| 3 Year | 13 June 2022 | 14422.10 | 44.22% | 12.97% | 11.62% | 28/129 |
| 5 Year | 12 June 2020 | 19552.17 | 95.52% | 14.33% | 12.17% | 14/129 |
| Since Inception | 3 June 2002 | 69638.52 | 596.39% | 8.79% | 8.64% | 67/131 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 July 2024 | 1,20,000 | 124765.14 | 3.97% | 3.97% |
| 3 Year | 1 July 2022 | 3,60,000 | 429399.33 | 19.28% | 6.05% |
| 5 Year | 1 July 2020 | 6,00,000 | 805151.87 | 34.19% | 6.06% |
| 10 Year | 1 July 2015 | 12,00,000 | 2089872.80 | 74.16% | 5.70% |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
1.63%
Standard Deviation
0.40%
Beta
0.99%
Sharpe Ratio
0.05%
Treynor's Ratio
2.64%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Reliance Industr | 9.23% | 681500 | 96.83 | Equity | Refineries |
| Bharti Airtel | 8.62% | 487525 | 90.49 | Equity | Telecomm-Service |
| Infosys | 5.22% | 350700 | 54.80 | Equity | IT - Software |
| ICICI Bank | 3.27% | 237200 | 34.29 | Equity | Banks |
| Axis Bank | 2.90% | 255500 | 30.46 | Equity | Banks |
| HDFC Bank | 2.87% | 155000 | 30.15 | Equity | Banks |
| ITC | 2.54% | 636600 | 26.61 | Equity | Tobacco Products |
| Hind. Unilever | 2.25% | 100500 | 23.60 | Equity | FMCG |
| GE Vernova T&D | 1.94% | 91000 | 20.40 | Equity | Capital Goods - Electrical Equipment |
| Maruti Suzuki | 1.53% | 13000 | 16.01 | Equity | Automobile |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| DSP Equity Savings Fund - Direct (G) | 2995.31 | 0.57% | 4.33% | 3.06% | 10.53% | 12.33% | |
| DSP Equity Savings Fund - Direct (IDCW) | 2995.31 | 0.57% | 4.33% | 3.06% | 10.53% | 12.33% | |
| DSP Equity Savings Fund - Direct (IDCW-Q) | 2995.31 | 0.57% | 4.31% | 3.04% | 10.51% | 12.31% | |
| DSP Equity Savings Fund - Direct (IDCW-M) | 2995.31 | 0.57% | 4.32% | 3.05% | 10.51% | 12.31% | |
| LIC MF Equity Savings Fund - Direct (G) | 21.56 | 2.10% | 9.75% | 4.66% | 10.35% | 12.49% |
List of Schemes under Sundaram Mutual Fund
News
Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram Mutual Fund announces change in fund manager under its schemes
Sundaram Mutual Fund has announced change in fund manager under the following schemes, with effect from 02 June 2025.Change in Fund Manager:
Scheme Name Existing Fund Manager(s) New Fund Manager(s) Sundaram Focused Fund Ashwin Jain & Bharath S Ashwin Jain Sundaram Large Cap Fund Ashwin Jain & Bharath S Ashwin Jain Sundaram Flexi Cap Fund Sudhir Kedia, BharathS, Dwijendra Srivastava Patanjali Srinivasan BharathS, Dwijendra Srivastava & Patanjali Srinivasan Sundaram ELSS Tax Saver Fund Sudhir Kedia & Rohit Seksaria BharathS & Rohit Seksaria Sundaram Dividend Equity Fund Sudhir Kedia & Rohit Seksaria BharathS & Rohit Seksaria Sundaram Equity Savings Fund Sudhir Kedia & Rohit Seksaria & Dwijendra Srivastava Clyton Richard Fernandes, Rohit Seksaria Dwijendra Srivastava Sundaram Services Fund Rohit Seksaria, Bharath S & Patanjali Srinivasan Rohit Seksaria & Patanjali Srinivasan Sundaram Financial Services Opportunities Fund Rohit Seksaria, & Ashish Aggarwal Rohit Seksaria Sundaram Infrastructure Advantage Fund Ashish Aggarwal & Ratish B. Varier Ashish Aggarwal Sundaram Dividend Yield Fund Ashish Aggarwal & Ratish B. Varier Ashish Aggarwal Sundaram Business Cycle Fund Ratish B. Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal & Patanjali Srinivasan Ratish B. Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal & Patanjali Srinivasan Sundaram Multi Cap Fund Sudhir Kedia & Ratish B. Varier Ratish B. Varier Sundaram Long Term Tax Advantage Series 11-V Sudhir Kedia, Rohit Seksaria Rohit Seksaria Sundaram Long Term Micro-Cap Tax Advantage Fund 111- V1 Sudhir Kedia, Rohit Seksaria Rohit Seksaria Powered by Capital Market - Live News
Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 16 May 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective
Date of Incorporation
23 May 2002
Total AUM (Cr)
₹1049.28
Sundaram Equity Savings Fund (G) is an Equity Savings-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 23 May 2002, this fund is managed by Rohit Seksaria. With assets under management (AUM) worth ₹1,049.28 (Cr), as of 16 June 2025, Sundaram Equity Savings Fund (G) is categorized as a Equity Savings within its segment. The fund has generated a return of 8.79% since its launch.
The current NAV of Sundaram Equity Savings Fund (G) is ₹70.17, as on 16 June 2025. The fund's benchmark index is NIFTY Equity Savings Index TRI. You can invest in Sundaram Equity Savings Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.5% if redeemed within 7 days Nil if redeemed after 7 days The fund has generated 12.97% and 14.33% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 69.07% in Equity, 29.51% in Debt and 1.42% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 28.93% in Debt, 13.28% in Banks, 8.90% in Petroleum Products, 8.67% in Telecom-Services, 6.53% in Automobiles
FAQs
How to Invest in Sundaram Equity Savings Fund (G) Direct Growth?
Sundaram Equity Savings Fund (G) is a popular fund in the Equity Savings segment. The fund has generated a return of 8.79% since inception. Looking to invest in Sundaram Equity Savings Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Equity Savings Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Sundaram Equity Savings Fund (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Sundaram Equity Savings Fund (G) today and reap the benefits of this Equity Savings fund!
How much returns has Sundaram Equity Savings Fund (G) Direct Growth generated?
What is the expense ratio of Sundaram Equity Savings Fund (G) Direct Growth?
What is the AUM of Sundaram Equity Savings Fund (G) Fund Direct Growth?
How to redeem or withdraw money from Sundaram Equity Savings Fund (G) Direct Growth?
Redeeming or selling units of Sundaram Equity Savings Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Sundaram Equity Savings Fund (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Sundaram Equity Savings Fund (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).