Mutual Fund Details
Sundaram Equity Savings Fund Direct-IDCW Half Yearly Reinvestment
NAV
₹15.5356
as on 04 Nov 2026, 09:00 PM
₹0.0592(0.38%)
Last Change
Scheme Ratings
3
rated byValue Research
Equity Savings
Rankings based on | as on Invalid date
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Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,25,694
₹1,31,719
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹31,719
Profit (absolute return)
31.72%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 1 month
0.34%
In the last 3 months
3.44%
In the last 6 months
1.89%
In the last 1 year
3.31%
In the last 3 years
31.72%
In the last 5 years
56.80%
In the last 10 years
147.45%
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at moderate risk
Scheme Information
Sundaram Equity Savings Fund Direct-IDCW Half Yearly Reinvestment
as of 30 Sep 2026, 05:30 AM
₹943.07 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 0.5% if redeemed within 7 days.
1.34%
Expense Ratio
Plan
Dividend
Benchmark
NIFTY Equity Savings Total Return Index
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Scheme Document
Sectors Holding in this Mutual Fund
as on30 Sep 2026
Financial
8.94%
₹84.33 Cr
Services
5.98%
₹56.41 Cr
Automobile
3.84%
₹36.22 Cr
Healthcare
3.82%
₹36.01 Cr
Capital Goods
2.44%
₹23.01 Cr
Others
74.98%
₹707.11 Cr
View All
View All
Companies Holding in this Mutual Fund
as on30 Sep 2026
GOI
7.82%
₹73.75 Cr
LIC Housing Finance Ltd.
2.64%
₹24.90 Cr
ICICI Bank Ltd.
2.62%
₹24.71 Cr
Reliance Industries Ltd.
1.94%
₹18.30 Cr
Others
84.98%
₹801.42 Cr
View All
View All
This fund's returns:
9.52%Return Duration
3 Years
HSBC Equity Savings Fund Direct-Growth
HybridEquity Savings
Min. Investment
₹500
Category Returns
6.88%
13.26%
3Y Returns
13.26
Edelweiss Equity Savings Fund Direct-Growth
HybridEquity Savings
Min. Investment
₹100
Category Returns
6.88%
13.26%
3Y Returns
11.63
Kotak Equity Savings Fund Direct-Growth
HybridEquity Savings
Min. Investment
₹100
Category Returns
6.88%
13.26%
3Y Returns
10.53
AboutSundaram Equity Savings Fund Direct-IDCW Half Yearly Reinvestment
Sundaram Equity Savings Fund Direct-IDCW Half Yearly Reinvestment is aHybrid mutual fund scheme fromSundaram Mutual Fund. This scheme was launched onInvalid date. It has an AUM of ₹943.07 Crores and the latest NAV decalared is ₹15.536 as on05 Nov 2026 at6:56 am.
Sundaram Equity Savings Fund Direct-IDCW Half Yearly Reinvestment scheme return performance in last 1 year is 3.31%, in last 3 years is 31.72% and 251.36% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹943.07 Cr |
| Category: | Hybrid: Equity Savings |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹76,991.28 Cr
AUM
109
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone :1860-425-7237
Email / Website
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