Sundaram Equity Savings Fund (Growth Accum) Growth Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Sundaram Equity Savings Fund (Growth Accum) Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,064 Cr
Lock In Period
N/A
Expense Ratio
2.51
Exit Load
0.50% for redemptions within seven days of investment.
Benchmark
NIFTY Equity Savings Index
Summary
Sundaram Equity Savings Fund (Growth Accum) Growth NAV is ₹70.6015 as of 2 Jul, 2026. Sundaram Equity Savings Fund (Growth Accum) Growth has delivered 28.68% returns since its launch. The minimum SIP investment amount in Sundaram Equity Savings Fund (Growth Accum) Growth is ₹100. The AUM of Sundaram Equity Savings Fund (Growth Accum) Growth is ₹1,064 Cr. The expense ratio of the fund is 2.51%, and its benchmark is NIFTY Equity Savings Index. The current exit load of the fund is 0.50% for redemptions within seven days of investment.. In the last 1M months, Sundaram Equity Savings Fund (Growth Accum) Growth has delivered 1.19% returns.
Sundaram Equity Savings Fund (Growth Accum) Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.19 | 0.22 | 126.02 |
| 6M | -1.88 | 1.79 | 126.02 |
| 1Y | -0.49 | 4.35 | 126.02 |
| 3Y | 8.77 | 15.25 | 126.02 |
Portfolio Analysis
- Equity: 78.35%
- Debt: 21.65%
- Others
As on: 2026-05-31
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About Fund Sundaram Equity Savings Fund (Growth Accum) Growth
Sundaram Equity Savings Fund (Growth Accum) Growth managed by Sundaram Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹1,064 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.
Fund Managers
Clyton Richard Fernandes
Mr. Clyton Richard Fernandes has done B.E and MBA. Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Equity Savings Fund Growth | 4 | 822.88 CR | 1.72 |
| Baroda BNP Paribas Equity Savings Fund Growth | 1 | 274.41 CR | 2.47 |
| Sundaram Equity Savings Fund (Growth Accum) Growth | 0 | 1064.37 CR | 2.51 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Equity Savings Fund Growth | 2.3928 | 27.947 |
| This FundBaroda BNP Paribas Equity Savings Fund Growth | 2.8478 | 28.5345 |
| This FundSundaram Equity Savings Fund (Growth Accum) Growth | -0.4884 | 28.6818 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
Sundaram Equity Savings Fund (Growth Accum) Growth 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 : 1.19%
- 6 Months : -1.88%
- 1 Year : -0.49%
- 3 Years : 8.77%
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 ₹1,064 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.
