Sundaram Equity Savings Fund (Growth Accum) Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹1,032 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

Sundaram Equity Savings Fund (Growth Accum) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.090.66126.02
6M-0.232.81126.02
1Y2.135.85126.02
3Y8.3014.35126.02

Portfolio Analysis

  • Equity: 81.36%
  • Debt: 18.64%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd8.06%
2. HDFC Bank Ltd6.45%
3. Axis Bank Ltd4.46%
4. Kotak Mahindra Bank Ltd2.86%

1. Bharti Airtel Ltd10.19%

1. Reliance Industries Ltd7.17%

1. Larsen & Toubro Ltd3.44%

1. Coforge Ltd0.97%
2. Oracle Financial Services Software Ltd0.84%
3. Fractal Analytics Ltd0.74%
4. Billionbrains Garage Ventures Ltd0.66%

1. Mahindra & Mahindra Ltd2.56%
2. Maruti Suzuki India Ltd0.23%

1. Bajaj Finance Ltd1.52%
2. Cholamandalam Investment and Finance Company Ltd0.87%
3. Poonawalla Fincorp Ltd0.36%

1. Aurobindo Pharma Ltd0.63%
2. Sun Pharmaceutical Industries Ltd0.62%
3. Mankind Pharma Ltd0.45%
4. Granules India Ltd0.41%
5. Alkem Laboratories Ltd0.37%

1. State Bank of India2.39%

1. Hindalco Industries Ltd1.41%
2. Vedanta Aluminium Metal Ltd0.75%

1. Patanjali Foods Ltd1.93%

1. JSW Steel Ltd1.10%
2. Tata Steel Ltd0.69%

1. PB Fintech Ltd0.83%
2. One 97 Communications Ltd0.65%

1. Altius Telecom Infrastructure Trust (INVIT)1.45%

1. Ultratech Cement Ltd0.48%
2. Ambuja Cements Ltd0.44%
3. JK Cement Ltd0.37%

1. Eternal Ltd (Previously Zomato Ltd)1.25%

1. Bajaj Finserv Ltd1.20%

1. TVS Motor Company Ltd0.75%
2. Bajaj Auto Ltd0.38%
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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 ₹1,032 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 NameRatingsAUMExpense Ratio
UTI Equity Savings Fund Growth4840 CR2.03
HDFC Equity Savings Fund - Growth35,698 CR2.17
Sundaram Equity Savings Fund (Growth Accum) Growth01,032 CR2.51
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundUTI Equity Savings Fund Growth4.496526.3748
This FundHDFC Equity Savings Fund - Growth3.735926.4724
This FundSundaram Equity Savings Fund (Growth Accum) Growth2.133827.0158
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

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 : 1.09%
  • 6 Months : -0.23%
  • 1 Year : 2.13%
  • 3 Years : 8.30%
Returns of Sundaram Equity Savings Fund (Growth Accum) Growth are updated daily based on NAV of ₹ 71.7984 as on Aug 18,2026. Since inception, the return has been 27.02%.

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 ₹1,032 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.