Sundaram Equity Savings Fund - Growth - Regular Plan

Other Plans and Options
  • 0.39 %Nav, as on 17-03-2026

  • Previous Nav

  • Net Change on 17-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -3.82 -3.54 4.65 10.76 9.56 8.46
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 4.65 10.76 9.56 2.16 1,181.74
ICICI Prudential Equity Savings Fund - Cumulative option Dec 05, 2014 5.97 8.16 7.64 0.97 18,027.21
Kotak Equity Savings Fund - Regular - Growth Oct 13, 2014 8.28 10.60 9.47 1.74 9,853.13
HDFC Equity Savings Fund -GROWTH Sep 17, 2004 6.71 9.70 9.04 1.88 5,901.18
SBI Equity Savings Fund - Regular Plan - Growth May 27, 2015 8.20 11.15 8.85 1.52 5,731.16
DSP Equity Savings Fund - Regular Plan - Growth Mar 28, 2016 5.27 10.06 8.47 1.50 3,758.43

Fund Holdings as on 28-February-2026

  • Bharti Airtel Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Margin Money For Derivatives

  • TREPS

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Mahindra & Mahindra Ltd

  • Kotak Mahindra Bank Ltd

  • Bajaj Finance Ltd

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

  • 6.48% Central Government Securities 06/10/2035

  • 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**

  • 6.01% Central Government Securities 21/07/2030

  • Hindalco Industries Ltd

  • State Bank of India

  • Infosys Ltd

  • Bank of Baroda

  • Bharat Electronics Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • HCL Technologies Ltd

  • JSW Steel Ltd

  • Hindustan UniLever Ltd

  • Cummins India Ltd

  • Coromandel International Ltd

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

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

  • Power Finance Corporation Ltd

  • PB Fintech Ltd

  • TVS Motor Company Ltd

  • Jubilant Foodworks Ltd

  • Amber Enterprises India Ltd

  • Bharat Petroleum Corporation Ltd

  • Ultratech Cement Ltd

  • Interglobe Aviation Ltd

  • Fractal Analytics Ltd

  • Cash and Other Net Current Assets^

  • TATA Consumer Products Ltd

  • NTPC LTD

  • Amara Raja Energy & Mobility Ltd

  • TATA Power Company Ltd

  • Aurobindo Pharma Ltd

  • Mankind Pharma Ltd

  • Coforge Ltd

  • Maruti Suzuki India Ltd

  • JK Cement Ltd

  • Bajaj Auto Ltd

  • Hindustan Aeronautics Ltd

  • Ambuja Cements Ltd

  • 7.04% Central Government Securities 03/06/2029

  • Home First Finance Company Ltd

  • Sun Pharmaceutical Industries Ltd

  • UNO Minda Ltd

  • CRISIL Ltd

  • Zomato Ltd

  • Billionbrains Garage Ventures Ltd

  • Prudent Corporate Advisory Services Ltd

  • Indraprastha Gas Ltd

  • Prestige Estates Projects Ltd

  • GAIL (India) Ltd

  • Bajaj Finserv Ltd

  • Indegene Limited

  • Trent Ltd

  • United Spirits Ltd

  • Tech Mahindra Ltd

  • The Indian Hotels Company Ltd

  • Kwality Wall’s (India) Ltd

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

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  • Bank - Private

  • Miscellaneous

  • Telecommunication - Service Provider

  • Refineries

  • IT - Software

  • Finance - NBFC

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Bank - Public

  • Cement & Construction Materials

  • Defence

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

  • Fintech

  • Power Generation/Distribution

  • Steel & Iron Products

  • Household & Personal Products

  • Diesel Engines

  • Fertilizers

  • Finance Term Lending

  • Consumer Food

  • Air Conditioners

  • Airlines

  • Gas Transmission/Marketing

  • Tea/Coffee

  • Batteries

  • Finance - Housing

  • Auto Ancillary

  • Ratings

  • e-Commerce

  • Finance - Others

  • Construction - Real Estate

  • Finance - Investment

  • Business Support

  • Retailing

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

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Fund Manager

  • Cash

  • 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 ₹1,181.74 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 ₹0.27(0.39%)yesterday to ₹69.2429.

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