Sundaram Equity Savings Fund Growth

+

Invest

Explore On

Hybrid
Equity Savings
Rating 4
Plan

71.65 +0.09 (0.13%) NAV as on 10 Nov, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1152.68
CAGR 6.51%
Exit Load0.50%
Expense ratio2.14%
CategoryHybrid
Min Investment100
Min SIP100
Launch Date2002-05-23

Asset Allocation

Holdings As On - 11 November 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Cash Offset For Derivatives
421.32
36.55%

Bharti Airtel
104.80
9.09%

Reliance Industries
93.19
8.08%

ICICI Bank
85.15
7.39%

7.1% Govt Stock 2034
66.91
5.80%

HDFC Bank
57.90
5.02%

State Bank of India
46.98
4.08%

Axis Bank
42.37
3.68%

Kotak Mahindra Bank
28.06
2.43%

Larsen and Toubro
27.45
2.38%

Peer Comparison

Fund Name
Edelweiss Equity Savings Fund Regular Growth8.76%
Sundaram Equity Savings Fund Growth6.51%
Mirae Asset Equity Savings Fund Regular Growth7.97%
DSP Equity Savings Fund Regular Plan Growth5.1%
Axis Equity Savings Fund Regular Plan Growth5.21%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.80
Std Deviation 5.12%
Tracking Error 0.00%

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 1152.68 crores & has delivered CAGR of 12.29% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.14%. 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 Low & High respectively.

The top holdings of the fund include Cash Offset For Derivatives, Bharti Airtel, Reliance Industries & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Communications Services, Oil & Gas Operations & Consumer Financial Services.

Some of the similar funds are Edelweiss Equity Savings Fund Regular Growth, Sundaram Equity Savings Fund Growth, Mirae Asset Equity Savings Fund Regular Growth, DSP Equity Savings Fund Regular Plan Growth, Axis Equity Savings Fund Regular Plan Growth. Sundaram Equity Savings Fund Growth has a sharpe ratio of 0.80 & a standard deviation of 5.12%.