← Hybrid: Equity Savings
Start this SIP →
Sundaram Mutual Fund · Hybrid: Equity Savings
Sundaram Equity SavIngs Fund Growth Option
An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments
Mixed AssetBenchmark · NIFTY Equity Savings TRITER · 2.79%Inception · 05-01-2013
NAV
₹69.71
+0.26% · as of 13-10-2026
Since inception
7.89%
CAGR
Benchmark (inception)
8.90%
CAGR
Fund size
₹943 Cr
AUM
Expense ratio
2.79%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +7.89% CAGR vs benchmark +8.90%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.46%
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.74%
RELIANCE INDUSTRIES LIMITED EQ7.21%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.99%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.83%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.57%
Kotak Mahindra Bank Limited2.84%
Bajaj Finance Limited2.39%
6.65% LIC Housing Finance Limited 15-FEB-20272.38%
STATE BANK OF INDIA EQ NEW RE. 1/-2.36%
Sector allocation
Financial Services32.91%
Telecommunication9.46%
Oil, Gas & Consumable Fuels7.69%
Automobile and Auto Components4.46%
Metals & Mining3.74%
Construction3.57%
Fast Moving Consumer Goods3.43%
Healthcare2.97%
Information Technology2.83%
Capital Goods2.51%
Riskometer
LowVery High
Moderatley Risk
What if you'd SIP'd here?
@ 7.9% p.a.₹10,000
10 years
Projected value
₹18,30,232
Invested: ₹12,00,000
Gained: ₹6,30,232
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Clyton Richard Fernandes, Rohit Seksaria, Kumaresh Ramakrishnan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149674
ISIN (Growth)
INF173K01213
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Equity Savings funds
Edelweiss Equity SavIngs Reg Gr
₹27.20
1Y
+5.7%
3Y
+9.7%
5Y
+7.9%
Quant Equity SavIngs Fund Gr Reg Plan
₹10.67
1Y
+5.6%
3Y
+0.0%
5Y
+0.0%
HSBC Equity SavIngs Fund Reg Gr
₹36.40
1Y
+5.5%
3Y
+11.3%
5Y
+9.7%
WhiteOak Capital Equity SavIngs Fund Reg Plan Gr
₹11.42
1Y
+3.5%
3Y
+0.0%
5Y
+0.0%
ABSL Equity SavIngs Reg Gr
₹23.13
1Y
+3.4%
3Y
+7.0%
5Y
+5.4%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.