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Fund Category Equity Savings
4 Morning Star
3 Value Research
NAV( 12 Sep 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
Company | Allocation % |
---|---|
Others EMM | 0.88% |
Amara Raja Energy & Mobility Ltd | 0.24% |
Cholamandalam Investment & Finance Company Ltd | 0.86% |
Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026 | 0.88% |
Power Finance Corporation Ltd SR-155 Bonds 7.23 05/01/2027 | 0.88% |
LIC Housing Finance Ltd Bonds/NCD 6.65 15/02/2027 | 2.19% |
HDFC Life Insurance Co Ltd | 0.53% |
GAIL (India) Ltd | 0.16% |
Indus Towers Ltd | 0.2% |
Canara Bank CD 04/12/2025 | 2.16% |
Export-Import Bank Of India CD 30/12/2025 | 2.15% |
Zydus Lifesciences Ltd | 0.35% |
HCL Technologies Ltd | 0.74% |
Coromandel International Ltd | 0.74% |
Crisil Ltd | 0.34% |
Amber Enterprises India Ltd | 0.5% |
Fortis Healthcare Ltd | 0.36% |
Cash Margin | 33.87% |
Hindalco Industries Ltd | 0.93% |
Home First Finance Company India Ltd | 0.35% |
Repo | 4.93% |
Polycab India Ltd | 0.14% |
Varun Beverages Ltd | 0.29% |
Indegene Ltd | 0.17% |
Mankind Pharma Ltd | 0.43% |
National Bank For Agriculture & Rural Development SR 24A FRB 7.50 | 0.88% |
Cash/Net Current Assets | 0.28% |
Interglobe Aviation Ltd | 0.72% |
BSE Ltd | 0.43% |
Prudent Corporate Advisory Services Ltd | 0.18% |
GOI Sec 7.37 23/10/2028 | 1.36% |
GOI Sec 7.23 15/04/2039 | 1.34% |
GOI Sec 7.10 08/04/2034 | 5.85% |
GOI Sec 7.04 03/06/2029 | 0.45% |
Bharat Petroleum Corporation Ltd | 0.53% |
Bharti Airtel Ltd | 8.84% |
SBI Life Insurance Company Ltd | 0.51% |
Infosys Ltd | 4.82% |
Tata Power Company Ltd | 0.43% |
Shriram Finance Ltd | 0.66% |
Ultratech Cement Ltd | 0.48% |
Hero Motocorp Ltd | 0.25% |
State Bank of India | 3.74% |
Bajaj Finserv Ltd | 0.1% |
Reliance Industries Ltd Futures 09/2025 | -5.6% |
Adani Enterprises Ltd Futures 09/2025 | -0.25% |
ITC Ltd | 1.32% |
Power Finance Corporation Ltd | 0.69% |
Tech Mahindra Ltd | 0.29% |
Axis Bank Ltd | 2.08% |
GE Vernova T&D India Ltd | 0.38% |
UNO Minda Ltd | 0.44% |
Lupin Ltd | 0.49% |
Mahindra & Mahindra Ltd | 1.24% |
NTPC Ltd | 0.51% |
Bank Of Baroda | 0.83% |
Bajaj Auto Ltd | 0.45% |
Aurobindo Pharma Ltd | 0.47% |
Hindustan Unilever Ltd | 1.69% |
Larsen & Toubro Ltd | 2.37% |
Tata Motors Ltd | 0.16% |
Cummins India Ltd | 0.73% |
Bajaj Finance Ltd | 1.02% |
ICICI Bank Ltd | 6.05% |
Reliance Industries Ltd | 7.89% |
Tata Consumer Products Ltd | 0.61% |
Tata Consultancy Services Ltd | 0.12% |
Jubilant FoodWorks Ltd | 0.58% |
Adani Enterprises Ltd | 0.25% |
Bharat Electronics Ltd | 0.75% |
ITC Ltd Futures 09/2025 | -1.03% |
Larsen & Toubro Ltd Futures 09/2025 | -1.0% |
Bharti Airtel Ltd Futures 09/2025 | -6.96% |
Mahindra & Mahindra Ltd Futures 09/2025 | -0.24% |
JSW Steel Ltd | 0.8% |
Pidilite Industries Ltd | 0.37% |
Sun Pharmaceutical Industries Ltd | 0.39% |
United Spirits Ltd | 0.65% |
Prestige Estates Projects Ltd | 0.31% |
Grasim Industries Ltd | 0.48% |
HDFC Life Insurance Co Ltd Futures 09/2025 | -0.53% |
ICICI Bank Ltd Futures 09/2025 | -3.11% |
Kotak Mahindra Bank Ltd Futures 09/2025 | -0.73% |
The Indian Hotels Company Ltd | 0.17% |
Kotak Mahindra Bank Ltd | 2.19% |
Maruti Suzuki India Ltd | 0.67% |
TVS Motor Company Ltd | 0.26% |
Ambuja Cements Ltd | 0.29% |
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43 | 1.33% |
Axis Bank Ltd Futures 09/2025 | -2.09% |
Tata Motors Ltd Futures 09/2025 | -0.17% |
Tata Consultancy Services Ltd Futures 09/2025 | -0.12% |
State Bank of India Futures 09/2025 | -2.52% |
HDFC Bank Ltd Futures 09/2025 | -0.51% |
United Spirits Ltd Futures 09/2025 | -0.21% |
Bank Of Baroda Futures 09/2025 | -0.83% |
JSW Steel Ltd Futures 09/2025 | -0.81% |
SBI Life Insurance Company Ltd Futures 09/2025 | -0.08% |
TVS Motor Company Ltd Futures 09/2025 | -0.26% |
Aurobindo Pharma Ltd Futures 09/2025 | -0.47% |
Reserve Bank of India T-Bills 364-D 18/12/2025 | 2.16% |
Lupin Ltd Futures 09/2025 | -0.13% |
Infosys Ltd Futures 09/2025 | -3.95% |
NTPC Ltd Futures 09/2025 | -0.51% |
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 | 0.0% |
Hindalco Industries Ltd Futures 09/2025 | -0.93% |
Hindustan Unilever Ltd Futures 09/2025 | -0.74% |
Bajaj Finserv Ltd Futures 09/2025 | -0.1% |
HDFC Bank Ltd | 4.35% |
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027 | 0.89% |
Company | Allocation % |
---|---|
Others | 39.96% |
Automobile | 2.80% |
Construction | 1.68% |
Consumer Staples | 2.58% |
Materials | 1.25% |
Financial | 26.73% |
Capital Goods | 2.24% |
Consumer Discretionary | 0.50% |
Chemicals | 1.11% |
Services | 2.24% |
Sovereign | 9.00% |
Energy | 3.41% |
Technology | 1.90% |
Insurance | 0.43% |
Metals & Mining | -0.01% |
Healthcare | 2.06% |
Communication | 2.08% |
Funds Offered
AUM
Website
Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.
Funds Offered
AUM
Highest Return
Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
The current NAV of Sundaram Equity Savings-G is ₹ 70.7947
The expense ratio of Sundaram Equity Savings-G is 2.15%
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
You can invest in Both SIP & Lumpsum in Sundaram Equity Savings-G based on your investment objective and risk profile.
For Sundaram Equity Savings-G, 3-year return is 10.81% per annum and 5-year return is 11.38% per annum. Check the return performance in detail on the page.
The lock-in-period of Sundaram Equity Savings-G is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
5 Value Research
3 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
2 Value Research
3 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
2 Value Research
3 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
1 Value Research
2 Morning Star
1 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
5 Value Research
3 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
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