Sundaram Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Equity Saving Growth Direct Plan

NAV
₹81.7695
-0.31%
(25 Jul)
AUM
1,092 Cr
TER
0.62%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.2%
+8.1%
+7.1%
+5.8%
+5.5%
+4.3%
3Y
+12.9%
+13.9%
+13.6%
+13.1%
+10.5%
+13.9%
5Y
+13.7%
+14.8%
+11.4%
+12.7%
+10.9%
+14.6%
ALL
+12.4%
+10.2%
+10.5%
+10.2%
+8.0%
+10.0%
VOL
7.6%
5.9%
6.3%
5.7%
-
6.3%
TER
0.4%
0.6%
0.7%
0.7%
-
0.7%
AUM
₹1,507 Cr
₹1,092 Cr
₹426 Cr
₹8,444 Cr
-
₹649 Cr
INFO
1.64
1.72
1.66
1.80
-
1.57
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Cash Offset For Derivatives
34.4%
Bharti Airtel Ltd
9.5%
Reliance Industries Ltd
9.1%
Future on Bharti Airtel Ltd
7.7%
Treps
7.0%
Future on Reliance Industries Ltd
6.5%
7.1% Govt Stock 2034
6.2%
Infosys Ltd
5.7%
Infosys Limited Jul 2025
4.6%
State Bank of India
4.0%
Top industry exposure
Financial Services
20.1%
Energy
10.0%
Communication Services
9.7%
Technology
7.9%
Consumer Cyclical
5.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
71%
Lock-in period
-
Exit load
• 0.5% for redemption within 7 days
Fund objective
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.
Fund manager(s)
Dwijendra Srivastava
Rohit Seksaria
Clyton Fernandes

FAQs