RS
Rohit SeksariaLead
Since Jan 2022
AUM managed
₹24,530.78Cr
Tenure
Since Jan 2022
Funds
20
Sundaram Equity Savings Gr
Equity SavingsSundaram Mutual Fund
NAV
₹69.87
+0.46% today
AUM
₹1,002.49 Cr
Fund size
Expense
1.90%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterModerate Risk
BenchmarkNIFTY Equity Savings TR INR (100%)
Number of holdings77
Inception23 May 2002
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio-0.37
Standard deviation7.23%
Sortino ratio-0.45
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
DS
Since Jan 2022
AUM managed
₹37,906.06Cr
Tenure
Since Jan 2022
Funds
20
CF
Since Jun 2025
AUM managed
₹17,144.92Cr
Tenure
Since Jun 2025
Funds
6
KR
Since Jun 2026
AUM managed
₹32,112.09Cr
Tenure
Since Jun 2026
Funds
16
About Sundaram Equity Savings Gr
Sundaram Equity Savings Gr is an open-ended Equity Savings mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹69.87 per unit and the scheme manages ₹1,002.49 Cr in assets under management. The fund charges an expense ratio of 1.90% and is benchmarked against NIFTY Equity Savings TR INR (100%). Over the trailing 5 years, Sundaram Equity Savings Gr has delivered +6.55% returns. SEBI's riskometer places this scheme in the Moderate Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Sundaram Equity Savings Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.99% | -1.16% |
| 3 months | -1.70% | -0.73% |
| 6 months | -0.67% | +1.66% |
| 1 year | -2.04% | +2.02% |
| 3 years | +6.70% | +7.39% |
| 5 years | +6.55% | +6.73% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -1.64% |
| 3 months | +2.92% | -0.14% |
| 6 months | +0.77% | +4.11% |
| 1 year | +2.59% | +2.50% |
| 3 years | +26.51% | +21.12% |
| 5 years | +51.89% | +35.40% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Equity Savings Gr — frequently asked questions
What is the NAV of Sundaram Equity Savings Gr?
The latest net asset value (NAV) of Sundaram Equity Savings Gr is ₹69.87 per unit, +0.46% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Equity Savings Gr delivered?
Sundaram Equity Savings Gr has returned +6.55% over the trailing 5 years (1 year: -2.04%, 3 years: +6.70%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Equity Savings Gr?
Sundaram Equity Savings Gr charges an expense ratio of 1.90% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Equity Savings Gr?
SEBI's riskometer classifies Sundaram Equity Savings Gr as Moderate Risk, which is typical for a Equity Savings scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Equity Savings Gr?
You can start a SIP in Sundaram Equity Savings Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Sundaram Equity Savings Gr?
Sundaram Equity Savings Gr is managed by Sundaram Mutual Fund, holds ₹1,002.49 Cr in assets under management and invests across 77 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Equity Savings
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF173K01213
- Scheme code
- FSGBR071RC