Sundaram Equity Savings Fund Growth
- Equity Savings
- Hybrid
- Moderate Risk
Rating:
3
Key Metrics
Aum
₹1,032.00 Cr
Expense Ratio
1.90%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
23 May 2002
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.96% | -- |
| 3 Months | +2.72% | -- |
| 6 Months | +2.24% | -- |
| 1 Year | +0.76% | +0.76% |
| 2 Years | -- | +2.59% |
| 3 Years | +23.48% | +7.28% |
| 5 Years | +46.23% | +7.9% |
| Since Launch | +612.29% | +8.41% |
Holdings as on 15 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 450.67 | 43.67 |
| Bharti Airtel | 105.20 | 10.19 |
| ICICI Bank | 83.22 | 8.06 |
| Reliance Industries | 74.02 | 7.17 |
| HDFC Bank | 66.55 | 6.45 |
| Margin Money For Derivatives | 53.37 | 5.17 |
| AXIS Bank Ltd | 46.03 | 4.46 |
| Larsen & Toubro Ltd | 35.48 | 3.44 |
| Kotak Mahindra Bank | 29.50 | 2.86 |
| Mahindra & Mahindra Ltd | 26.44 | 2.56 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.31
Sharpe Ratio
6.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Equity Savings Growth | +7.14% | +11.77% | +10.1% |
| Axis Equity Savings Fund Regular Plan Growth | +3.86% | +8.06% | +6.49% |
| Sundaram Equity Savings Fund Growth | +0.76% | +7.28% | +7.9% |
| UTI Equity Savings Fund Regular Growth | +2.72% | +7.11% | +7.8% |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | +4.77% | +7.36% | +5.81% |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
The Sundaram Equity Savings Fund Growth has an AUM of 1032.00 crores & has delivered CAGR of 7.90 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.90%. The minimum investment in Sundaram Equity Savings Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, Bharti Airtel, ICICI Bank, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Communications Services, Oil & Gas Operations, Software & Programming.
Some of the similar funds are HSBC Equity Savings Growth, Axis Equity Savings Fund Regular Plan Growth, Sundaram Equity Savings Fund Growth, UTI Equity Savings Fund Regular Growth, Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth. Sundaram Equity Savings Fund Growth has a sharpe ratio of 0.31 & a standard deviation of 6.00%.
FAQs
According to the morning star rating Sundaram Equity Savings Fund Growth has a Moderate risk & Moderate return.
Sundaram Equity Savings Fund Growth is managed by Kumaresh Ramakrishnan,Rohit Seksaria,Clyton Fernandes.
The expense ratio of Sundaram Equity Savings Fund Growth is 1.90%.
The 5 year annualized return on Sundaram Equity Savings Fund Growth is 7.90% & it has generated 0.76% in the last 1 year.
The minimum investment in Sundaram Equity Savings Fund Growth is 100 Rs.
Sundaram Equity Savings Fund Growth has an AUM of 1032.00 crores.
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