Sundaram Equity Savings Fund - Growth - Regular Plan

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  • 0.12 %Nav, as on 20-11-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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, andinvestments in debt and money market instruments.However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 0.69 2.11 8.06 11.39 12.21 8.77
CRISIL 10 Year Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY 50 Equity Savings Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option May 23, 2002 8.06 11.39 12.21 2.14 1,171.27
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 8.21 9.00 9.33 0.98 16,994.08
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 9.70 12.01 11.28 1.75 9,022.96
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 6.94 11.61 10.94 1.55 5,993.21
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 7.11 10.23 11.75 1.87 5,823.36
DSP Equity Savings Fund - Regular Plan - Growth Mar 28, 2016 6.12 10.15 10.29 1.45 3,840.57

Fund Holdings as on 31-October-2025

  • Bharti Airtel Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • 7.10% Central Government Securities 08/04/2034*

  • HDFC Bank Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • LIC Housing Finance Ltd - 6.65% - 15/02/2027**

  • Canara Bank - 04/12/2025**

  • 364 Days - T Bill - 18/12/2025

  • Export Import Bank of India - 30/12/2025

  • Bajaj Finance Ltd

  • Hindustan UniLever Ltd

  • Margin Money For Derivatives

  • 7.37% Government Securities-23/10/2028*

  • 7.23% Central Government Securities 15/04/2039*

  • Small Industries Development Bank of India - 7.47% - 05/09/2029

  • Hindalco Industries Ltd

  • ITC Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Bank of Baroda

  • JSW Steel Ltd

  • National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028

  • Bharat Electronics Ltd

  • Power Finance Corporation Ltd - 8.03% - 02/05/2026**

  • National Bank for Agriculture & Rural Development - 7.5% - 31/08/2026**

  • Coromandel International Ltd

  • Cummins India Ltd

  • TREPS

  • HCL Technologies Ltd

  • Interglobe Aviation Ltd

  • Jubilant Foodworks Ltd

  • Power Finance Corporation Ltd

  • TATA Consumer Products Ltd

  • Infosys Ltd

  • BSE Ltd

  • Bharat Petroleum Corporation Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • Amber Enterprises India Ltd

  • NTPC LTD

  • Aurobindo Pharma Ltd

  • Ambuja Cements Ltd

  • United Spirits Ltd

  • Zomato Ltd

  • SBI Life Insurance Company Ltd

  • Grasim Industries Ltd

  • Amara Raja Energy & Mobility Ltd

  • CRISIL Ltd

  • Home First Finance Company Ltd

  • TATA Power Company Ltd

  • Bajaj Auto Ltd

  • 7.04% Central Government Securities 03/06/2029

  • JK Cement Ltd

  • Mankind Pharma Ltd

  • UNO Minda Ltd

  • Sun Pharmaceutical Industries Ltd

  • Lupin Ltd

  • Pidilite Industries Ltd

  • Prestige Estates Projects Ltd

  • Varun Beverages Ltd

  • Fortis Health Care Ltd

  • Prudent Corporate Advisory Services Ltd

  • Hindustan Aeronautics Ltd

  • Bajaj Finserv Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Tech Mahindra Ltd

  • Indegene Limited

  • GAIL (India) Ltd

  • The Indian Hotels Company Ltd

  • Polycab India Ltd

  • PNB Housing Finance Ltd

  • PB Fintech Ltd

  • Divis Laboratories Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

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  • Bank - Private

  • Telecommunication - Service Provider

  • Refineries

  • Miscellaneous

  • Bank - Public

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • IT - Software

  • Household & Personal Products

  • Cement & Construction Materials

  • Defence

  • Metal - Non Ferrous

  • Consumer Food

  • Cigarettes/Tobacco

  • Finance - Others

  • Power Generation/Distribution

  • Steel & Iron Products

  • Fertilizers

  • Diesel Engines

  • Airlines

  • Finance Term Lending

  • Tea/Coffee

  • Finance - Housing

  • Air Conditioners

  • Breweries & Distilleries

  • Insurance

  • e-Commerce

  • Diversified

  • Batteries

  • Ratings

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • Construction - Real Estate

  • Chemicals

  • Hospital & Healthcare Services

  • Finance - Investment

  • Business Support

  • Hotel, Resort & Restaurants

  • Gas Transmission/Marketing

  • Cable

  • Fintech

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Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • Equity

  • ICRA AAA

  • Preference Shares

  • Sovereign

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About Sundaram Equity Savings Fund

Scheme Analysis

Sundaram Equity Savings Fund is a Hybrid - Equity Savings fund and belongs to Sundaram Mutual Fund. It was launched on 23-May-2002 and currently has an AUM of ₹1,171.27 crore. Sundaram Equity Savings Fund is benchmarked against CRISIL 10 Year Gilt Index as primary index and NIFTY 50 Equity Savings Index as secondary index.

The NAV of Sundaram Equity Savings Fund ended up ₹0.09(0.12%)yesterday to ₹72.2906.

Among its top 3 holdings the fund has exposure to Bharti Airtel Ltd, and

The Sundaram Equity Savings Fund is managed by Dwijendra Srivastava and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156