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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,195 Cr
Lock In Period
N/A
Expense Ratio
2.51
Benchmark
NIFTY Equity Savings Index
Exit Load
0.50% for redemptions within seven days of investment.
Summary
Latest details for Sundaram Equity Savings Fund (Growth Accum) Growth include a ₹70.8089 NAV as of Mar 02,2026 and returns since inception of 38.64%. Minimum investments start at SIP ₹100. The Sundaram Equity Savings Fund (Growth Accum) Growth AUM is ₹1,195 Cr, with a lock-in of N/A years, expense ratio of 2.51%, and benchmark NIFTY Equity Savings Index. Exit load is - 0.50% for redemptions within seven days of investment.. In the growth review for 1M Month/Year, the fund recorded 0.44% returns, against a category average of -0.00% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.44 | -0.00 | 126.02 |
| 6M | 1.28 | 2.54 | 126.02 |
| 1Y | 7.59 | 6.73 | 126.02 |
| 3Y | 11.51 | 15.50 | 126.02 |
Portfolio Analysis
- Equity: 75.38%
- Debt: 24.62%
- Others
As on: 2026-01-31
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About Fund
Sundaram Equity Savings Fund (Growth Accum) Growth managed by Sundaram Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹1,195 Crore. The fund benchmarks its performance against the NIFTY Equity Savings Index while maintaining an expense ratio of 2.51. Under the expert guidance of Clyton Richard Fernandes ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Equity Savings Fund Growth | 3 | 819.99 CR | 1.67 |
| This FundKotak Equity Savings Fund - Growth | 4 | 9618.75 CR | 1.75 |
| This FundSundaram Equity Savings Fund (Growth Accum) Growth | 3 | 1195.2 CR | 2.51 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Equity Savings Fund Growth | 8.9278 | 37.0155 |
| This FundKotak Equity Savings Fund - Growth | 10.8278 | 38.222 |
| This FundSundaram Equity Savings Fund (Growth Accum) Growth | 7.5927 | 38.6408 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
FAQs
Sundaram Equity Savings Fund (Growth Accum) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Equity Savings Fund (Growth Accum) Growth is 2.51. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Equity Savings Fund (Growth Accum) Growth’s fund performance is as follows:
- 1 Month : 0.44%
- 6 Months : 1.28%
- 1 Year : 7.59%
- 3 Years : 11.51%
You can invest in Sundaram Equity Savings Fund (Growth Accum) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Equity Savings Fund (Growth Accum) Growth is ₹1,195 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Equity Savings Fund (Growth Accum) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500