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16267
18076
Sundaram Equity Savings Fund - Direct (G)
14.18
13.30
16.16
0.32
1.96
6.68
3.61
10.20
4
  • NAV

    81.33

    as on 05 Jun 2025

  • ₹0.24 (0.29%)

    Last Change

  • 14.18%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.65%

    Expense Ratio
  • Rating

  • 1,004 Cr

    Fund Size

  • 12 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 35
  • Wealth Gained
  • NaN
  • Expected Amount
  • NaN
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 05 Jun 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 13.30%
  • 14.18%
  • 16.16%
  • 10.20
By Holding By Sector By Asset
9.54%
9.06%
6.80%
5.24%
3.47%
65.89%
View all Holdings
  • 3.79Alpha
  • 1.66SD
  • 0.40Beta
  • 1.08Sharpe
  • Exit Load
  • 0.5% if redeemed within 7 days Nil if redeemed after 7 days
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
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.

Rohit Seksaria

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moderate Moderate Moderately
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  • Fund Name
View all schemes
18076
  • Fund Name
  • AUM - ₹ 20
  • AUM - ₹ 34
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in Sundaram Equity Savings Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Equity Savings Fund - Direct (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Equity Savings Fund - Direct (G) has delivered 10.31% since inception

The NAV of Sundaram Equity Savings Fund - Direct (G) is ₹75.1648 as of 05 Jun 2025

The expense ratio of Sundaram Equity Savings Fund - Direct (G) is % as of 05 Jun 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Equity Savings Fund - Direct (G) 848.56 CR as of 05 Jun 2025

The minimum SIP amount of Sundaram Equity Savings Fund - Direct (G) is 100

The top stock holdings of Sundaram Equity Savings Fund - Direct (G) are

  1. Reliance Industr - 9.54%
  2. Bharti Airtel - 9.06%
  3. GSEC2034 - 6.80%
  4. Infosys - 5.24%
  5. TREPS - 3.47%

The top sectors Sundaram Equity Savings Fund - Direct (G) has invested in are

  1. Banks - 23.37%
  2. Debt - 14.71%
  3. Automobiles - 8.33%
  4. Petroleum Products - 7.05%
  5. IT-Software - 5.88%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Equity Savings Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Equity Savings Fund - Direct (G) based on your investment objective and risk tolerance

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