Sundaram Equity Savings-G

Fund Category: Equity Savings

Fund Category Equity Savings

Moderate Hybrid G

4 Morning Star

3 Value Research

NAV( 29 Jun 2026)

₹ 70.58
1.19%

Sundaram Equity Savings-G

Invest now

Performance

8.75%3y Returns

0.09% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    2.21%
  • Exit load

    0.5% Exit load of 0.5% if redeemed within 7 days.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 1,064 Cr
  • Plan

    REGULAR
  • Launch date

    22 Apr 2002
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Equity Savings Total Return Index
  • ISIN

    INF173K01213

Fund allocation

Asset allocation

Company holdings
Company Allocation %
GOI Sec 6.01 21/07/2030 1.38%
GOI Sec 6.48 06/10/2035 2.27%
GOI Sec 7.23 15/04/2039 1.41%
GOI Sec 7.37 23/10/2028 1.44%
Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 1.39%
LIC Housing Finance Ltd Bonds/NCD 6.65 15/02/2027 2.32%
Elecon Engineering Company Ltd 0.15%
HDFC Bank Ltd 6.78%
Interglobe Aviation Ltd 0.38%
Eternal Ltd 0.59%
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 0.93%
One 97 Communications Ltd 0.56%
Affle 3I Ltd 0.35%
Amber Enterprises India Ltd 0.62%
Aster DM Healthcare Ltd 0.37%
Vedanta Aluminium Metal Ltd 0.28%
Fractal Analytics Ltd 0.89%
Mrs. Bectors Food Specialities Ltd 0.13%
Home First Finance Company India Ltd 0.42%
MTAR Technologies Ltd 0.31%
Billionbrains Garage Ventures Ltd 0.61%
Kwality Walls India Ltd 0.01%
Coromandel International Ltd 0.64%
Crisil Ltd 0.35%
Cholamandalam Investment & Finance Company Ltd 0.77%
HCL Technologies Ltd 0.62%
GAIL (India) Ltd 0.25%
Vedanta Iron And Steel Ltd 0.02%
Vedanta Power Ltd 0.04%
PB Fintech Ltd 0.85%
GOI Sec 7.04 03/06/2029 0.48%
Repo 2.94%
Indegene Ltd 0.31%
Cummins India Ltd 0.72%
Cash Margin 49.5%
Prudent Corporate Advisory Services Ltd 0.31%
Jubilant FoodWorks Ltd 0.12%
JSW Steel Ltd 1.07%
JK Cement Ltd 0.39%
Cash/Net Current Assets 0.22%
Mahindra & Mahindra Ltd 2.38%
Vedanta Ltd 0.27%
Multi Commodity Exchange Of India Ltd 0.49%
Larsen & Toubro Ltd 3.62%
Ultratech Cement Ltd 0.5%
Tata Consumer Products Ltd 0.48%
Reliance Industries Ltd 8.21%
TVS Motor Company Ltd 0.56%
Prestige Estates Projects Ltd 0.23%
Kei Industries Ltd 0.18%
Mankind Pharma Ltd 0.47%
National Bank For Agriculture & Rural Development SR 24A FRB 7.50 0.94%
Tata Power Company Ltd 0.66%
Indraprastha Gas Ltd 0.25%
Kotak Mahindra Bank Ltd 2.96%
Muthoot Finance Ltd 0.68%
Coforge Ltd 0.78%
UNO Minda Ltd 0.33%
Tata Steel Ltd 0.91%
Sun Pharmaceutical Industries Ltd 0.39%
Hindalco Industries Ltd 1.59%
Vedanta Oil and Gas Ltd 0.03%
Oil And Natural Gas Corporation Ltd 0.42%
Hindustan Aeronautics Ltd 0.12%
Maruti Suzuki India Ltd 0.58%
NTPC Ltd 0.93%
Patanjali Foods Ltd 2.4%
Amara Raja Energy & Mobility Ltd 0.52%
Ambuja Cements Ltd 0.44%
Aurobindo Pharma Ltd 0.7%
Bharti Airtel Ltd 9.35%
Bajaj Finance Ltd 2.22%
Bharat Electronics Ltd 0.85%
NTPC Ltd Futures 07/2026 -0.95%
Maruti Suzuki India Ltd Futures 06/2026 -0.26%
Ambuja Cements Ltd Futures 06/2026 -0.44%
Patanjali Foods Ltd Futures 06/2026 -2.41%
JSW Steel Ltd Futures 07/2026 -1.08%
Mahindra & Mahindra Ltd Futures 07/2026 -1.22%
Axis Bank Ltd 4.53%
Larsen & Toubro Ltd Futures 06/2026 -1.79%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 0.0%
Kotak Mahindra Bank Ltd Futures 06/2026 -1.77%
Bajaj Finance Ltd Futures 06/2026 -1.18%
CCL Products (India) Ltd 0.27%
Aurobindo Pharma Ltd Futures 06/2026 -0.71%
State Bank of India Futures 06/2026 -2.19%
Hindalco Industries Ltd Futures 07/2026 -1.61%
Bajaj Auto Ltd Futures 06/2026 0.29%
Shasun Pharmaceuticals Ltd Futures 06/2026 -0.04%
Hindustan Unilever Ltd 0.53%
Bajaj Auto Ltd 0.08%
Bajaj Finserv Ltd Futures 06/2026 -0.28%
Bharti Airtel Ltd Futures 06/2026 -7.76%
State Bank of India 2.17%
ICICI Bank Ltd 7.08%
Bajaj Finserv Ltd 0.28%
Axis Bank Ltd Futures 07/2026 -4.6%
Eternal Ltd Futures 06/2026 -0.6%
HDFC Bank Ltd Futures 06/2026 -4.03%
Reliance Industries Ltd Futures 06/2026 -6.27%
ICICI Bank Ltd Futures 06/2026 -4.65%
Sectors
Company Allocation %
Others 52.66%
Automobile 2.74%
Construction 2.06%
Consumer Staples 1.41%
Materials 0.89%
Financial 15.69%
Capital Goods 2.89%
Consumer Discretionary 0.62%
Chemicals 0.64%
Services 2.74%
Sovereign 6.98%
Energy 3.53%
Technology 2.64%
Metals & Mining 1.45%
Healthcare 1.49%
Communication 1.59%

Risk Associated

Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

  • Email:

  • Website

    http://www.sundarammutual.com

  • Funds Offered

    49
  • AUM

    ₹ 77,871 Cr
  • Website

    http://www.sundarammutual.com

About

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

    21
  • AUM

    ₹ 34,678 Cr
  • Highest Return

    10.09%
About

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

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

1
Create account

Register your mobile number and email ID with Moneyfy

2
Complete KYC

Set up your account and update your KYC details

3
Start investing

Once we verify your KYC details, you’re ready to start investing!

Scan the QR code to download the app
QR code download moneyfy app

Similar Mutual Funds

View All Mutual Funds

Mirae Asset Equity Savings Reg-G

4 Morning Star

3 Value Research

1.43 %

4 Morning Star

3 Value Research

NAV

21.04

1M Returns

1.43%

1Y Returns

3.29%

3Y Returns

9.84%

Min. Investment

Rs.99.0

Fund Size

Rs.1949.66 Cr

Fund Manager

Mahendra Kumar Jajoo
Moderately High Hybrid G
More

NAV

21.04

Min Investment

₹99.0

Fund Size

₹1949.66 cr

Fund Manager

Mahendra Kumar Jajoo
ADD to watchlist
Invesco India Equity Savings Fund Reg-G

3 Morning Star

1 Value Research

1.82 %

3 Morning Star

1 Value Research

NAV

16.56

1M Returns

1.82%

1Y Returns

-3.16%

3Y Returns

7.6%

Min. Investment

Rs.100.0

Fund Size

Rs.323.93 Cr

Fund Manager

Amit Nigam
Moderate Hybrid G
More

NAV

16.56

Min Investment

₹100.0

Fund Size

₹323.93 cr

Fund Manager

Amit Nigam
ADD to watchlist
Quant Equity Savings Reg-G

0 Morning Star

0 Value Research

1.67 %

0 Morning Star

0 Value Research

NAV

10.54

1M Returns

1.67%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.48.92 Cr

Fund Manager

Sanjeev Sharma
Moderately High Hybrid G
More

NAV

10.54

Min Investment

₹1000.0

Fund Size

₹48.92 cr

Fund Manager

Sanjeev Sharma
ADD to watchlist
Bajaj Finserv Equity Savings Reg-G

0 Morning Star

0 Value Research

0.72 %

0 Morning Star

0 Value Research

NAV

10.38

1M Returns

0.72%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.250.0

Fund Size

Rs.36.73 Cr

Fund Manager

Siddharth Chaudhary
Moderate Hybrid G
More

NAV

10.38

Min Investment

₹250.0

Fund Size

₹36.73 cr

Fund Manager

Siddharth Chaudhary
ADD to watchlist
Tata Equity Savings Reg-G

3 Morning Star

0 Value Research

-%

3 Morning Star

0 Value Research

NAV

56.36

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.284.62 Cr

Fund Manager

Murthy Nagarajan
Low to Moderate Hybrid G
More

NAV

56.36

Min Investment

₹100.0

Fund Size

₹284.62 cr

Fund Manager

Murthy Nagarajan
ADD to watchlist
Bandhan Equity Savings Regular-G

2 Morning Star

3 Value Research

1.15 %

2 Morning Star

3 Value Research

NAV

32.2

1M Returns

1.15%

1Y Returns

3.39%

3Y Returns

6.72%

Min. Investment

Rs.100.0

Fund Size

Rs.390.33 Cr

Fund Manager

Sachin Relekar
Low to Moderate Hybrid G
More

NAV

32.2

Min Investment

₹100.0

Fund Size

₹390.33 cr

Fund Manager

Sachin Relekar
ADD to watchlist
ICICI Pru Equity Savings-G

3 Morning Star

4 Value Research

1.23 %

3 Morning Star

4 Value Research

NAV

23.13

1M Returns

1.23%

1Y Returns

2.56%

3Y Returns

7.22%

Min. Investment

Rs.100.0

Fund Size

Rs.16732.92 Cr

Fund Manager

Kayzad Eghlim
Low to Moderate Hybrid G
More

NAV

23.13

Min Investment

₹100.0

Fund Size

₹16732.92 cr

Fund Manager

Kayzad Eghlim
ADD to watchlist
Axis Equity Savings Reg-G

3 Morning Star

2 Value Research

2.06 %

3 Morning Star

2 Value Research

NAV

22.83

1M Returns

2.06%

1Y Returns

2.96%

3Y Returns

8.98%

Min. Investment

Rs.100.0

Fund Size

Rs.862.9 Cr

Fund Manager

R Sivakumar
Moderately High Hybrid G
More

NAV

22.83

Min Investment

₹100.0

Fund Size

₹862.9 cr

Fund Manager

R Sivakumar
ADD to watchlist
Sundaram Equity Savings-G

4 Morning Star

3 Value Research

1.19 %

4 Morning Star

3 Value Research

NAV

70.58

1M Returns

1.19%

1Y Returns

-0.49%

3Y Returns

8.75%

Min. Investment

Rs.100.0

Fund Size

Rs.1064.37 Cr

Fund Manager

Dwijendra Srivastava
Moderate Hybrid G
More

NAV

70.58

Min Investment

₹100.0

Fund Size

₹1064.37 cr

Fund Manager

Dwijendra Srivastava
ADD to watchlist
Sundaram Equity Savings Fund Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

12.5

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.157.58 Cr

Fund Manager

-
Moderate Hybrid G
More

NAV

12.5

Min Investment

₹100.0

Fund Size

₹157.58 cr

Fund Manager

-
ADD to watchlist
Mahindra Manulife Equity Savings Reg-G

3 Morning Star

2 Value Research

2.07 %

3 Morning Star

2 Value Research

NAV

21.36

1M Returns

2.07%

1Y Returns

3.9%

3Y Returns

8.94%

Min. Investment

Rs.500.0

Fund Size

Rs.525.67 Cr

Fund Manager

Rahul Pal
Moderately High Hybrid G
More

NAV

21.36

Min Investment

₹500.0

Fund Size

₹525.67 cr

Fund Manager

Rahul Pal
ADD to watchlist
PGIM India Equity Savings-G

2 Morning Star

3 Value Research

1.51 %

2 Morning Star

3 Value Research

NAV

50.54

1M Returns

1.51%

1Y Returns

2.43%

3Y Returns

6.06%

Min. Investment

Rs.1000.0

Fund Size

Rs.59.57 Cr

Fund Manager

Puneet Pal
Moderate Hybrid G
More

NAV

50.54

Min Investment

₹1000.0

Fund Size

₹59.57 cr

Fund Manager

Puneet Pal
ADD to watchlist
HSBC Equity Savings-G

4 Morning Star

5 Value Research

1.62 %

4 Morning Star

5 Value Research

NAV

36.54

1M Returns

1.62%

1Y Returns

11.07%

3Y Returns

13.14%

Min. Investment

Rs.500.0

Fund Size

Rs.1016.1 Cr

Fund Manager

Ritesh Jain
Moderately High Hybrid G
More

NAV

36.54

Min Investment

₹500.0

Fund Size

₹1016.1 cr

Fund Manager

Ritesh Jain
ADD to watchlist
Edelweiss Equity Savings Reg-G

3 Morning Star

5 Value Research

1.55 %

3 Morning Star

5 Value Research

NAV

26.78

1M Returns

1.55%

1Y Returns

6.69%

3Y Returns

10.7%

Min. Investment

Rs.100.0

Fund Size

Rs.1365.19 Cr

Fund Manager

Dhawal Dalal
Moderate Hybrid G
More

NAV

26.78

Min Investment

₹100.0

Fund Size

₹1365.19 cr

Fund Manager

Dhawal Dalal
ADD to watchlist
Union Equity Savings Reg-G

1 Morning Star

2 Value Research

2.01 %

1 Morning Star

2 Value Research

NAV

17.28

1M Returns

2.01%

1Y Returns

2.54%

3Y Returns

7.18%

Min. Investment

Rs.500.0

Fund Size

Rs.140.57 Cr

Fund Manager

Parijat Agrawal
Moderately High Hybrid G
More

NAV

17.28

Min Investment

₹500.0

Fund Size

₹140.57 cr

Fund Manager

Parijat Agrawal
ADD to watchlist
HDFC Equity Savings Reg-G

4 Morning Star

3 Value Research

1.24 %

4 Morning Star

3 Value Research

NAV

67.14

1M Returns

1.24%

1Y Returns

1.42%

3Y Returns

8.37%

Min. Investment

Rs.100.0

Fund Size

Rs.5643.76 Cr

Fund Manager

Anil Bamboli
Moderately High Hybrid G
More

NAV

67.14

Min Investment

₹100.0

Fund Size

₹5643.76 cr

Fund Manager

Anil Bamboli
ADD to watchlist
DSP Equity Savings Reg-G

3 Morning Star

4 Value Research

1.52 %

3 Morning Star

4 Value Research

NAV

22.28

1M Returns

1.52%

1Y Returns

2.05%

3Y Returns

8.46%

Min. Investment

Rs.100.0

Fund Size

Rs.3478.25 Cr

Fund Manager

Kedar Karnik
Moderate Hybrid G
More

NAV

22.28

Min Investment

₹100.0

Fund Size

₹3478.25 cr

Fund Manager

Kedar Karnik
ADD to watchlist
Kotak Equity Savings Reg-G

4 Morning Star

4 Value Research

0.72 %

4 Morning Star

4 Value Research

NAV

27.14

1M Returns

0.72%

1Y Returns

3.96%

3Y Returns

9.72%

Min. Investment

Rs.100.0

Fund Size

Rs.10108.16 Cr

Fund Manager

Abhishek Bisen
Moderately High Hybrid G
More

NAV

27.14

Min Investment

₹100.0

Fund Size

₹10108.16 cr

Fund Manager

Abhishek Bisen
ADD to watchlist
WhiteOak Capital Equity Savings Reg-G

0 Morning Star

0 Value Research

1.47 %

0 Morning Star

0 Value Research

NAV

11.35

1M Returns

1.47%

1Y Returns

6.68%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.289.59 Cr

Fund Manager

Piyush Baranwal
Moderate Hybrid G
More

NAV

11.35

Min Investment

₹100.0

Fund Size

₹289.59 cr

Fund Manager

Piyush Baranwal
ADD to watchlist
Baroda BNP Paribas Equity Savings Reg-G

2 Morning Star

2 Value Research

0.98 %

2 Morning Star

2 Value Research

NAV

17.17

1M Returns

0.98%

1Y Returns

2.83%

3Y Returns

8.71%

Min. Investment

Rs.250.0

Fund Size

Rs.274.41 Cr

Fund Manager

Mayank Prakash
Moderately High Hybrid G
More

NAV

17.17

Min Investment

₹250.0

Fund Size

₹274.41 cr

Fund Manager

Mayank Prakash
ADD to watchlist
LIC MF Equity Savings-G

3 Morning Star

1 Value Research

-0.17 %

3 Morning Star

1 Value Research

NAV

27.96

1M Returns

-0.17%

1Y Returns

0.55%

3Y Returns

8.35%

Min. Investment

Rs.200.0

Fund Size

Rs.35.1 Cr

Fund Manager

Raju Sharma
Moderate Hybrid G
More

NAV

27.96

Min Investment

₹200.0

Fund Size

₹35.1 cr

Fund Manager

Raju Sharma
ADD to watchlist
UTI Equity Savings Reg-G

4 Morning Star

4 Value Research

1.1 %

4 Morning Star

4 Value Research

NAV

18.79

1M Returns

1.1%

1Y Returns

2.38%

3Y Returns

8.55%

Min. Investment

Rs.500.0

Fund Size

Rs.822.88 Cr

Fund Manager

V Srivatsa
Moderately High Hybrid G
More

NAV

18.79

Min Investment

₹500.0

Fund Size

₹822.88 cr

Fund Manager

V Srivatsa
ADD to watchlist
Aditya Birla SL Equity Savings Reg-G

2 Morning Star

3 Value Research

1.4 %

2 Morning Star

3 Value Research

NAV

23.11

1M Returns

1.4%

1Y Returns

4.97%

3Y Returns

8.05%

Min. Investment

Rs.100.0

Fund Size

Rs.1116.8 Cr

Fund Manager

Dhaval Shah
Moderate Hybrid G
More

NAV

23.11

Min Investment

₹100.0

Fund Size

₹1116.8 cr

Fund Manager

Dhaval Shah
ADD to watchlist
SBI Equity Savings Reg-G

3 Morning Star

4 Value Research

1.24 %

3 Morning Star

4 Value Research

NAV

24.59

1M Returns

1.24%

1Y Returns

1.87%

3Y Returns

9.17%

Min. Investment

Rs.500.0

Fund Size

Rs.5642.66 Cr

Fund Manager

Nidhi Chawla
Moderate Hybrid G
More

NAV

24.59

Min Investment

₹500.0

Fund Size

₹5642.66 cr

Fund Manager

Nidhi Chawla
ADD to watchlist
Franklin India Equity Savings Reg-G

3 Morning Star

3 Value Research

1.15 %

3 Morning Star

3 Value Research

NAV

16.87

1M Returns

1.15%

1Y Returns

2.9%

3Y Returns

7.13%

Min. Investment

Rs.500.0

Fund Size

Rs.619.8 Cr

Fund Manager

Anand Radhakrishnan
Low to Moderate Hybrid G
More

NAV

16.87

Min Investment

₹500.0

Fund Size

₹619.8 cr

Fund Manager

Anand Radhakrishnan
ADD to watchlist
Nippon India Equity Savings-G

2 Morning Star

2 Value Research

1.15 %

2 Morning Star

2 Value Research

NAV

16.38

1M Returns

1.15%

1Y Returns

2.28%

3Y Returns

6.6%

Min. Investment

Rs.100.0

Fund Size

Rs.842.2 Cr

Fund Manager

Dhrumil Shah
Moderate Hybrid G
More

NAV

16.38

Min Investment

₹100.0

Fund Size

₹842.2 cr

Fund Manager

Dhrumil Shah
ADD to watchlist

Beware of Frauds!

For any assistance, contact our customer support