Sundaram Equity Savings Fund

Equity SavingsDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Sundaram Equity Savings Fund is an Equity Savings fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹943 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 8.8% a year and its Regular plan returned 7.1% a year. Its benchmark, NIFTY Equity Savings Index, returned 7.1% a year over the same 3 years.

NAV (Direct plan): ₹82.49; ▲ 0.08%30-10-2026
NAV (Regular plan): ₹69.73; ▲ 0.08%30-10-2026
Expense ratio: 1.35%Direct2.79%Regular; 1.35%; A year
Riskometer: Not available; Set by the fund house
3 year return: 8.8%Direct7.1%Regular; 8.8%; A year

Sundaram Equity Savings Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹82.49 (up 0.08% that day); Regular Plan Growth ₹69.73 (up 0.08% that day).

This fund (Direct plan)

₹82.4913

Sundaram Equity Savings Fund Returns vs NIFTY Equity Savings Index

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−0.13%	−1.66%	+0.06%	−1.58%	+8.79%	--	--
This fund (Regular)	−0.25%	−2.02%	−0.67%	−3.00%	+7.12%	--	--
NIFTY Equity Savings Index	−1.78%	−0.90%	+2.77%	+1.54%	+7.06%	+6.63%	--
Equity Savings average	−0.02%	−0.68%	+1.71%	+2.12%	+8.55%	--	--
Best in Equity Savings	+0.76%	+0.84%	+5.12%	+6.16%	+12.81%	--	--
Worst in Equity Savings	−1.35%	−2.08%	−0.15%	−1.58%	+6.34%	--	--
Rank in Equity Savings	17/23	22/23	22/23	23/23	8/20	--	--

Category rows compare the Direct plans of 23 Equity Savings funds. Rank 1 is the highest return. The benchmark row is as on 30-09-2026, as NSE published it.

Sundaram Equity Savings Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular
2026to date	−2.07%	−3.24%
2025	+8.01%	+6.39%
2024	+14.49%	+12.64%
2023	+17.33%	+15.33%

Sundaram Equity Savings Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 449 periods, one for each trading day from 03-01-2025 to 30-10-2026.

0%5%10%15%20%

Feb 2022
to
Feb 2025Jun 2022
to
Jun 2025Oct 2022
to
Oct 2025Jan 2023
to
Jan 2026May 2023
to
May 2026Sept 2023
to
Sept 2026

Sundaram Equity Savings Fund (Direct)Category average, 23 Equity Savings funds

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Category median	Beat category
1 year	940	10.5%	−2.7%	24.5%	2%	9.2%	77%
2 years	695	13.4%	2.1%	18.7%	0%	11.5%	80%
3 years	449	12.5%	8.1%	15.5%	0%	10.8%	96%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Category median	Beat category
1 year	46	10.2%	−4.7%	22.9%	7%	9.2%	72%
2 years	34	11.8%	1.4%	20.7%	0%	9.9%	76%
3 years	22	11.9%	4.2%	14.8%	0%	10.2%	68%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat category" counts the periods in which the fund did better than the average of the 23 Equity Savings funds (Direct plans, each weighted the same) over the same days. Past returns do not promise future returns.

Sundaram Equity Savings Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Sundaram Equity Savings Fund (Direct)This fund	Category average
Return (CAGR)	−1.58%	+2.12%
Standard deviation	6.00%	4.23%
Sharpe ratio	-1.14	-0.74
Sortino ratio	-1.50	-0.98
Maximum drawdown	−6.2% (30-03-2026)	−3.8% (30-03-2026)

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Sundaram Equity Savings Fund (Direct)This fund	Category average
Return (CAGR)	+8.79%	+8.75%
Standard deviation	5.50%	4.16%
Sharpe ratio	0.50	0.65
Sortino ratio	0.69	0.89
Maximum drawdown	−6.2% (30-03-2026)	−3.8% (28-02-2025)

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Measure	Sundaram Equity Savings Fund (Direct)This fund	Category average
Return (CAGR)	+8.70%	+8.04%
Standard deviation	5.70%	4.31%
Sharpe ratio	0.49	0.50
Sortino ratio	0.67	0.68
Maximum drawdown	−6.2% (30-03-2026)	−5.4% (20-06-2022)

From daily NAVs, 03-01-2022 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−8%−6%−4%−2%0%

2023202420252026

Sundaram Equity Savings Fund (Direct)Category average, 23 Equity Savings funds

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Sundaram Equity Savings Fund (Direct)	−6.2%	02-01-2026	30-03-2026	03-08-2026	4 months	−3.0%
Category average	−5.4%	17-01-2022	20-06-2022	11-08-2022	52 days	−1.6%

From the Direct plan's daily NAV since 03-01-2022, adjusted for unit splits, and the average of the 23 Equity Savings funds (Direct plans, each weighted the same) over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Sundaram Equity Savings Fund vs Other Equity Savings Funds

The five Equity Savings funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
HSBC Equity Savings Fund	1/20	1,558	1.41%	+6.04%	+12.81%	--	--	0.95	1.28	Compare
Edelweiss Equity Savings Fund	2/20	1,704	1.08%	+5.36%	+10.93%	--	--	1.25	1.74	Compare
Mirae Asset Equity Savings Fund	3/20	1,994	0.73%	+2.60%	+9.98%	--	--	0.70	0.97	Compare
Kotak Equity Savings Fund	4/20	10,443	1.09%	+0.58%	+9.45%	--	--	0.60	0.82	Compare
Axis Equity Savings Fund	5/20	855	1.56%	+2.69%	+9.39%	--	--	0.65	0.88	Compare
Sundaram Equity Savings Fund	8/20	943	1.35%	−1.58%	+8.79%	--	--	0.50	0.69

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Sundaram Equity Savings Fund Expense Ratio and Costs

What each plan charges a year, in force from 23-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Equity Savings median	Cost rank (1 = cheapest)
Direct	0.70%	0.12%	0.02%	0.51%	1.35%	1.28%	14/23
Regular	1.96%	0.12%	0.02%	0.69%	2.79%	2.20%	17/23

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Equity Savings funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−3.00%	−1.58%	1.42%	₹97,000	₹98,420
3 years	7.12%	8.79%	1.67% a year	₹1,22,917	₹1,28,756

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Sundaram Equity Savings Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 03-01-2022 to 30-10-2026: 58 instalments, ₹5,80,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planSundaram Equity Savings Fund (Direct)	₹5,80,000	₹6,96,045	₹1,16,045	7.5%
Regular planSundaram Equity Savings Fund (Regular)	₹5,80,000	₹6,67,867	₹87,867	5.8%
Category averageCategory average, 23 Equity Savings funds	₹5,80,000	₹7,00,038	₹1,20,038	7.7%

₹0₹2.0 L₹4.0 L₹6.0 L₹8.0 L

2023202420252026

Direct planSundaram Equity Savings Fund (Direct)Regular planSundaram Equity Savings Fund (Regular)Category averageCategory average, 23 Equity Savings fundsAmount invested

From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Sundaram Equity Savings Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

77.7%Equity

Asset	Fund	Category
Equity	77.7%	67.5%
Debt	13.1%	18.7%
Cash and others	9.2%	14.1%

Market cap of stocks

Market cap	Fund	Category
Large Cap	60.8%	52.2%
Mid Cap	8.8%	9.5%
Small Cap	7.2%	5.3%
Not on AMFI's list	0.9%	0.5%

Share of the whole fund. Category: the average of the Equity Savings funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Credit rating

Bonds and money market papers by credit rating, % of the fund. Category: the average of 23 Equity Savings funds.

Rating	Fund	Category
Sovereign	7.8%	7.7%
AAA and A1+	5.3%	7.2%

Sundaram Equity Savings Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks23.5%
Telecom - Services9.3%
Petroleum Products7.4%
Finance4.7%
Automobiles4.1%
Construction3.6%
Pharmaceuticals & Biotechnology2.8%
Non - Ferrous Metals2.7%
It - Software2.4%
Retailing1.9%

The ten largest of 30 sectors. The other 20 add up to 15.4%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	24.2%	23.7%	23.5%	−0.7%
Telecom - Services	10.2%	8.9%	9.3%	−0.9%
Petroleum Products	7.2%	7.2%	7.4%	+0.2%
Finance	4.8%	4.8%	4.7%	−0.1%
Automobiles	4.3%	4.5%	4.1%	−0.2%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Sundaram Equity Savings Fund Portfolio Holdings

As on 30-09-2026 · 70 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
Bharti Airtel Ltd	Telecom - Services	9.29%	+1.0%
ICICI Bank Ltd	Banks	7.53%	0.0%
Reliance Industries Ltd	Petroleum Products	7.36%	+3.4%
HDFC Bank Ltd	Banks	5.52%	−6.8%
Axis Bank Ltd	Banks	4.87%	0.0%
Larsen & Toubro Ltd	Construction	3.59%	0.0%
Kotak Mahindra Bank Ltd	Banks	3.14%	0.0%
LIC Housing Finance Ltd - 6.65% - 15/02/2027 · Bond	CRISIL AAA	2.64%
6.48% Central Government Securities 06/10/2035 · Government security	Sovereign	2.53%
State Bank of India	Banks	2.44%	0.0%
Mahindra & Mahindra Ltd	Automobiles	2.00%	−17.6%
Hindalco Industries Ltd	Non - Ferrous Metals	1.98%	+4.0%
Eternal Ltd (Previously Zomato Ltd)	Retailing	1.86%	+28.4%
Altius Telecom Infrastructure Trust	Telecom - Services	1.66%
7.37% Government Securities-23/10/2028 · Government security	Sovereign	1.62%
7.23% Central Government Securities 15/04/2039 · Government security	Sovereign	1.59%
Small Industries Development Bank of India - 7.47% - 05/09/2029 · Bond	CRISIL AAA	1.57%
6.01% Central Government Securities 21/07/2030 · Government security	Sovereign	1.55%
Bajaj Finance Ltd	Finance	1.34%	0.0%
JSW Steel Ltd	Ferrous Metals	1.18%	0.0%
TVS Motor Company Ltd	Automobiles	1.11%	+25.7%
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 · Bond	CRISIL AAA	1.05%
One 97 Communications Ltd	Financial Technology (Fintech)	0.96%	−10.0%
Bajaj Finserv Ltd	Finance	0.93%	+6.8%
NTPC LTD	Power	0.88%	0.0%
Oracle Financial Services Software Ltd	It - Software	0.87%	0.0%
Cholamandalam Investment and Finance Company Ltd	Finance	0.83%	0.0%
Coforge Ltd	It - Software	0.78%	−27.8%
Vedanta Aluminium Metal Ltd	Non - Ferrous Metals	0.74%	0.0%
Fractal Analytics Ltd	It - Software	0.74%	0.0%
Amber Enterprises India Ltd	Consumer Durables	0.70%	0.0%
Billionbrains Garage Ventures Ltd	Capital Markets	0.65%	0.0%
Granules India Ltd	Pharmaceuticals & Biotechnology	0.64%	+38.7%
Poonawalla Fincorp Ltd	Finance	0.64%	0.0%
MTAR Technologies Ltd	Electrical Equipment	0.63%	0.0%
Coromandel International Ltd	Fertilizers & Agrochemicals	0.62%	0.0%
Sun Pharmaceutical Industries Ltd	Pharmaceuticals & Biotechnology	0.61%	0.0%
Aster DM Healthcare Ltd	Healthcare Services	0.61%	0.0%
PB Fintech Ltd	Financial Technology (Fintech)	0.60%	0.0%
Cummins India Ltd	Industrial Products	0.60%	0.0%
SBI Life Insurance Company Ltd	Insurance	0.59%	New
Force Motors Ltd	Automobiles	0.57%	+18.6%
Multi Commodity Exchange of India Ltd	Capital Markets	0.56%	0.0%
UNO Minda Ltd	Auto Components	0.55%	0.0%
7.04% Central Government Securities 03/06/2029 · Government security	Sovereign	0.53%
JSW Infrastructure Ltd	Transport Infrastructure	0.52%	0.0%
Mankind Pharma Ltd	Pharmaceuticals & Biotechnology	0.50%	0.0%
Delhivery Ltd	Transport Services	0.49%	0.0%
Home First Finance Company Ltd	Finance	0.49%	0.0%
Ultratech Cement Ltd	Cement & Cement Products	0.49%	0.0%
Horizon Industrial Parks Ltd	Realty	0.48%	0.0%
Interglobe Aviation Ltd	Transport Services	0.47%	+6.8%
CCL Products (India) Ltd	Agricultural Food & Other Products	0.45%	0.0%
CRISIL Ltd	Finance	0.45%	0.0%
Ambuja Cements Ltd	Cement & Cement Products	0.42%	0.0%
Indegene Limited	Healthcare Services	0.40%	0.0%
Bajaj Auto Ltd	Automobiles	0.39%	0.0%
Mrs. Bectors Food Specialities Ltd	Food Products	0.39%	0.0%
Ashok Leyland Ltd	Agricultural, Commercial & Construction Vehicles	0.37%	+94.1%
Prudent Corporate Advisory Services Ltd	Capital Markets	0.37%	0.0%
Alkem Laboratories Ltd	Pharmaceuticals & Biotechnology	0.36%	0.0%
Gland Pharma Ltd	Pharmaceuticals & Biotechnology	0.35%	New
Lupin Ltd	Pharmaceuticals & Biotechnology	0.33%	New
TD Power Systems Ltd	Electrical Equipment	0.30%	0.0%
Cochin Shipyard Ltd	Industrial Manufacturing	0.27%	+62.8%
Clean Science & Technology Ltd	Chemicals & Petrochemicals	0.27%	+37.0%
Elecon Engineering Company Ltd	Electrical Equipment	0.25%	0.0%
Thermax Ltd	Electrical Equipment	0.25%	New
Dhoot Transmission Ltd	Auto Components	0.14%	New
Maruti Suzuki India Ltd	Automobiles	0.01%	−94.1%

Sundaram Equity Savings Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

Bharti Airtel Ltd	Added	+1.0%	9.29%
Reliance Industries Ltd	Added	+3.4%	7.36%
HDFC Bank Ltd	Reduced	−6.8%	5.52%
Mahindra & Mahindra Ltd	Reduced	−17.6%	2.00%
Hindalco Industries Ltd	Added	+4.0%	1.98%
Eternal Ltd (Previously Zomato Ltd)	Added	+28.4%	1.86%
Coforge Ltd	Reduced	−27.8%	0.78%
TVS Motor Company Ltd	Added	+25.7%	1.11%
One 97 Communications Ltd	Reduced	−10.0%	0.96%
Bajaj Finserv Ltd	Added	+6.8%	0.93%
Granules India Ltd	Added	+38.7%	0.64%
SBI Life Insurance Company Ltd	New	New	0.59%
Force Motors Ltd	Added	+18.6%	0.57%
Amara Raja Energy & Mobility Ltd	Sold out	−100%	was 0.50%
Interglobe Aviation Ltd	Added	+6.8%	0.47%
Affle (India) Ltd	Sold out	−100%	was 0.41%
Ashok Leyland Ltd	Added	+94.1%	0.37%
Gland Pharma Ltd	New	New	0.35%
Lupin Ltd	New	New	0.33%
Cochin Shipyard Ltd	Added	+62.8%	0.27%
Clean Science & Technology Ltd	Added	+37.0%	0.27%
Thermax Ltd	New	New	0.25%
Maruti Suzuki India Ltd	Reduced	−94.1%	0.01%
Dhoot Transmission Ltd	New	New	0.14%
Aurobindo Pharma Ltd	Sold out	−100%	was 0.12%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Sundaram Equity Savings Fund bought and sold

Sundaram Equity Savings Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Sundaram Dynamic Asset Allocation FundBalanced Advantage · Sundaram	60.1%	59	Compare
Sundaram Aggressive Hybrid FundAggressive Hybrid · Sundaram	54.6%	59	Compare
Sundaram Multi Asset Allocation FundMulti Asset · Sundaram	51.5%	58	Compare
Tata NIFTY 50 Exchange Traded FundIndex · Tata	50.0%	21	Compare
Zerodha Nifty 50 Index FundIndex · Zerodha	50.0%	21	Compare
Nippon India Index Fund - Nifty 50 PlanIndex · Nippon India	49.9%	21	Compare
SBI NIFTY Index FundIndex · SBI	49.9%	21	Compare
JioBlackRock Nifty 50 Index FundIndex · Jio BlackRock	49.9%	21	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Sundaram Equity Savings Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.35%
Expense ratio (Regular): 2.79%
Category: Equity Savings
Risk: Not available
Benchmark: Nifty Equity Savings Index
Launch date: 01-05-2002
Minimum additional investment: Existing Investor - Rs. 100/-
AUM: ₹943.07 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 149679
ISIN (Direct): INF173K01GZ9
Scheme code (Regular): 149674
ISIN (Regular): INF173K01213
NAV history: From 03-01-2022, 4.8 years

Minimum investment: New Investor/Existing – Rs.100/- for Quarterly IDCW, halfyearly IDCW and Growth Option.
Exit load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 07 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 07 days from the date of allotment.

Tax on Sundaram Equity Savings Fund returns

Sundaram Equity Savings Fund is taxed as an equity fund: 65% or more of it is in Indian stocks, counting its hedged positions.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹82.4913	30-10-2026
direct	Income Distribution Cum Capital Withdrawal IDCW	₹15.3072	30-10-2026
regular	Growth	₹69.7275	30-10-2026
regular	Income Distribution Cum Capital Withdrawal IDCW	₹13.9901	30-10-2026

About Sundaram Equity Savings Fund

Sundaram Equity Savings Fund is a mutual fund from Sundaram Mutual Fund. Its category is Equity Savings. It was launched on 01-05-2002. Its benchmark is Nifty Equity Savings Index. At the end of September 2026 it held 70 securities.

Fund Manager

Clyton Richard Fernandes
Fund manager of Sundaram Equity Savings Fund
Rohit Seksaria
Fund manager of Sundaram Equity Savings Fund
Kumaresh Ramakrishnan
Fund manager of Sundaram Equity Savings Fund

See all funds of Sundaram Mutual Fund

AUM change

September 2026: ₹943.07 Cr; −11.40% from May 2026
May 2026: ₹1,064.37 Cr; −1.36% from April 2026
April 2026: ₹1,079.02 Cr; +0.78% from March 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Sundaram Equity Savings Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Sundaram Equity Savings vs HSBC Equity SavingsEquity Savings
Sundaram Equity Savings vs Edelweiss Equity SavingsEquity Savings
Sundaram Equity Savings vs Mirae Asset Equity SavingsEquity Savings
Sundaram Equity Savings vs Kotak Equity SavingsEquity Savings
Sundaram Equity Savings vs Axis Equity SavingsEquity Savings
Sundaram Equity Savings vs Sundaram Dynamic Asset Allocation60.1% overlap
Sundaram Equity Savings vs Sundaram Aggressive Hybrid54.6% overlap
Sundaram Equity Savings vs Sundaram Multi Asset Allocation51.5% overlap

Compare with any other fund

Frequently Asked Questions for Sundaram Equity Savings Fund

What is the current NAV of Sundaram Equity Savings Fund?

The Direct plan NAV is ₹82.4913. The Regular plan NAV is ₹69.7275, as on 30-10-2026.

What are the returns of Sundaram Equity Savings Fund?

The Direct plan returned −1.58% in 1 year, +8.79% a year over 3 years. The Regular plan returned −3.00% in 1 year, +7.12% a year over 3 years. These figures are as on 30-10-2026.

What is the expense ratio of Sundaram Equity Savings Fund?

The Direct plan charges 1.35% a year. The Regular plan charges 2.79% a year. This is the figure the fund house reported to AMFI, in force from 23-10-2026.

What is the AUM of Sundaram Equity Savings Fund?

Sundaram Equity Savings Fund managed ₹943.07 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Sundaram Equity Savings Fund?

At the end of September 2026 the largest holdings were BHARTIARTL (9.29%), ICICIBANK (7.53%), RELIANCE (7.36%), HDFCBANK (5.52%), AXISBANK (4.87%). The fund held 70 securities in all.

What did Sundaram Equity Savings Fund buy and sell in September 2026?

It bought 5 new stocks: Dhoot Transmission Ltd, Gland Pharma Ltd, SBI Life Insurance Company Ltd, Thermax Ltd, Lupin Ltd. It sold out of 3: Affle (India) Ltd, Aurobindo Pharma Ltd, Amara Raja Energy & Mobility Ltd. It added shares in 12. It reduced 5.

How do I invest in Sundaram Equity Savings Fund?

Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least New Investor/Existing – Rs.100/- for Quarterly IDCW, halfyearly IDCW and Growth Option. You can invest once or through a monthly SIP.

Who is the fund manager of Sundaram Equity Savings Fund?

Clyton Richard Fernandes, Rohit Seksaria, Kumaresh Ramakrishnan.

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.