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Sundaram Equity Savings Fund
Get the latest NAV of Sundaram Equity Savings Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹81.28
1D
NAV as on 12 Mar 2026
9.62%/per year
Since Inception
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782 people have invested ₹ 40L in Sundaram Equity Savings Fund in the last three months
Sundaram Equity Savings Fund Performance vs. Equity Savings Index
Fund returns vs Benchmark returns vs Category Average returns as on (12-Mar-26)
The fund has consistently outperformed the benchmark (Equity Savings Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Equity Savings Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Equity Savings Fund Asset Allocation
See fund asset allocation details as on (14-Feb-26)
Fund Distribution
as on (14-Feb-26)
Sundaram Equity Savings Fund Sector Allocation
See fund sector allocation details as on (14-Feb-26)
Sector Allocation
Top 3 Sectors in January were Financial Services, Government & Communication
Financial Services
42%
Government
16%
Communication
12%
Financial Services
40%
Government
17%
Communication
13%
Sundaram Equity Savings Fund Holdings Details
as on (28-Feb-26)
Sundaram Equity Savings Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.72% |
Benchmark | NIFTY Equity Savings TR INR |
| AUM | ₹1182 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 518.26% |
| Risk |   Moderate Risk |
About Sundaram Equity Savings Fund
Sundaram Equity Savings Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Clyton Fernandes, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Equity Savings Fund has ₹1182 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Equity Savings Fund has given a CAGR return of 9.62% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.59%, 12.04% and 11.14% respectively.
Holdings
Sundaram Equity Savings Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Communication, Energy, Consumer Cyclical, Industrial, Basic Materials, Corporate, Tech, Utilities, Health, Consumer Defensive, Real Estate.
Taxation
As it is a equity savings mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Equity Savings 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Equity Savings Fund has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Equity Savings Fund, since 1 January 2022
Clyton Fernandes
Fund Manager of Sundaram Equity Savings Fund, since 2 June 2025
Dwijendra Srivastava
Fund Manager of Sundaram Equity Savings Fund, since 1 January 2022
- AUM of the fund stands at 1.2K Cr as of Jan'26
- AUM decreased by 11.5 Cr between Jan'26 and Dec'25
Frequently Asked Questions for Sundaram Equity Savings Fund
How do I invest in Sundaram Equity Savings Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Equity Savings Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.