Sundaram Equity Savings Fund - Direct (G) logo

Sundaram Equity Savings Fund Direct Growth

Hybrid |

Equity Savings

NAV ₹81.58 as on 11 Jun 2026

RiskModerate

Fund Size₹1,064.37Cr

NAV₹81.58 as on 11 Jun 2026
RiskModerate
Fund Size₹1,064.37Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

0.5% if redeemed within 7 days Nil if redeemed after 7 days

Basic Details

Age

13 years 5 months (Since Jan 02, 2013)

Return since Launch

9.44%

Expense ratio

0.75%

Type

OPEN

AUM (Fund Size)

₹1,064.37

Risk Grade

Moderate

Benchmark

NIFTY Equity Savings Index TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
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Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹74,954.10Cr
Date of Incorporation26 Feb 1996
Sundaram Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,954.10 Cr and the Latest NAV as of 11 Jun 2026 is ₹81.58.
The Sundaram Equity Savings Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 7 days Nil if redeemed after 7 days.
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Returns and Rankings

Category: Hybrid Equity Savings

1Y3Y5YAll
Fund returns0.05%3.33%1.98%0.70%
Category average2.98%2.91%1.57%-
Rank within category2163-

FAQ’s

What kind of returns does Sundaram Equity Savings Fund Direct Growth provide?

Sundaram Equity Savings Fund Direct Growth has given a return of 10.32% in the past 3 years.

What is the expense ratio charged by Sundaram Equity Savings Fund Direct Growth?

The Expense Ratio charged by Sundaram Equity Savings Fund Direct Growth is 0.75%.

What is the AUM size of Sundaram Equity Savings Fund Direct Growth?

The AUM size of Sundaram Equity Savings Fund Direct Growth is ₹1,064.37Cr.

What is the minimum SIP amount that you can invest in Sundaram Equity Savings Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Sundaram Equity Savings Fund Direct Growth .

What are the top stock holdings of Sundaram Equity Savings Fund Direct Growth?

The top stock holdings of Sundaram Equity Savings Fund Direct Growth include

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