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Sundaram Equity Savings Fund (Growth Accum) Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹1,044 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(%)
1M0.760.55126.02
6M-0.202.62126.02
1Y0.955.10126.02
3Y8.0015.08126.02

Portfolio Analysis

  • Equity: 80.14%
  • Debt: 19.86%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd7.74%
2. HDFC Bank Ltd6.99%
3. Axis Bank Ltd4.83%
4. Kotak Mahindra Bank Ltd2.84%

1. Bharti Airtel Ltd9.46%

1. Reliance Industries Ltd7.21%

1. Bajaj Finance Ltd2.39%
2. Cholamandalam Investment and Finance Company Ltd0.83%
3. Muthoot Finance Ltd0.62%
4. Poonawalla Fincorp Ltd0.34%

1. Larsen & Toubro Ltd3.57%

1. Fractal Analytics Ltd0.80%
2. Coforge Ltd0.78%
3. Billionbrains Garage Ventures Ltd0.68%
4. Oracle Financial Services Software Ltd0.54%
5. HCL Technologies Ltd0.36%

1. Mahindra & Mahindra Ltd2.33%
2. Maruti Suzuki India Ltd0.28%

1. State Bank of India2.36%

1. Aurobindo Pharma Ltd0.62%
2. Sun Pharmaceutical Industries Ltd0.61%
3. Mankind Pharma Ltd0.46%
4. Granules India Ltd0.32%
5. Alkem Laboratories Ltd0.23%

1. Patanjali Foods Ltd2.21%

1. JSW Steel Ltd1.05%
2. Tata Steel Ltd0.76%

1. Hindalco Industries Ltd1.37%
2. Vedanta Aluminium Metal Ltd0.36%

1. NTPC LTD0.88%
2. TATA Power Company Ltd0.56%

1. PB Fintech Ltd0.74%
2. One 97 Communications Ltd0.61%

1. Ultratech Cement Ltd0.45%
2. Ambuja Cements Ltd0.43%
3. JK Cement Ltd0.37%

1. Bharat Electronics Ltd0.77%
2. MTAR Technologies Ltd0.42%

1. Altius Telecom Infrastructure Trust (INVIT)1.10%

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 ₹1,044 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
Aditya Birla Sun Life Equity Savings Fund Growth21,122 CR1.68
UTI Equity Savings Fund Growth4853 CR2.02
Sundaram Equity Savings Fund (Growth Accum) Growth01,044 CR2.51
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundAditya Birla Sun Life Equity Savings Fund Growth5.855725.7143
This FundUTI Equity Savings Fund Growth3.882825.7323
This FundSundaram Equity Savings Fund (Growth Accum) Growth0.954325.9721
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 : 0.76%
  • 6 Months : -0.20%
  • 1 Year : 0.95%
  • 3 Years : 8.00%
Returns of Sundaram Equity Savings Fund (Growth Accum) Growth are updated daily based on NAV of ₹ 71.1636 as on Jul 30,2026. Since inception, the return has been 25.97%.

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 ₹1,044 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.