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Fund Category Equity Savings
4 Morning Star
3 Value Research
NAV( 27 Jan 2026)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.84% |
| Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026 | 0.83% |
| Indegene Ltd | 0.23% |
| Net Payables | -0.06% |
| Trent Ltd | 0.23% |
| Jubilant FoodWorks Ltd | 0.66% |
| Eternal Ltd | 0.42% |
| JSW Steel Ltd | 0.86% |
| Repo | 8.74% |
| Kotak Mahindra Bank Ltd | 2.57% |
| Mankind Pharma Ltd | 0.47% |
| United Spirits Ltd | 0.35% |
| Ultratech Cement Ltd | 0.62% |
| Varun Beverages Ltd | 0.31% |
| Interglobe Aviation Ltd | 0.62% |
| Bajaj Auto Ltd | 0.43% |
| Bajaj Finserv Ltd | 0.28% |
| Billionbrains Garage Ventures Ltd | 0.28% |
| Kwality Walls India Ltd | 0.01% |
| National Bank For Agriculture & Rural Development SR 24A FRB 7.50 | 0.83% |
| Tata Power Company Ltd | 0.41% |
| Aurobindo Pharma Ltd | 0.51% |
| Axis Bank Ltd | 3.94% |
| Amara Raja Energy & Mobility Ltd | 0.51% |
| Ambuja Cements Ltd | 0.48% |
| GOI Sec 7.04 03/06/2029 | 0.43% |
| Cash Margin | 37.63% |
| UNO Minda Ltd | 0.42% |
| Power Finance Corporation Ltd | 0.63% |
| SBI Life Insurance Company Ltd | 0.2% |
| Bharti Airtel Ltd | 9.91% |
| GOI Sec 7.10 08/04/2034 | 5.54% |
| GOI Sec 7.23 15/04/2039 | 1.27% |
| GOI Sec 7.37 23/10/2028 | 1.29% |
| Others EMM | 0.62% |
| Sun Pharmaceutical Industries Ltd | 0.4% |
| Coforge Ltd | 0.22% |
| Pidilite Industries Ltd | 0.34% |
| BSE Ltd | 0.63% |
| Tech Mahindra Ltd | 0.22% |
| Prudent Corporate Advisory Services Ltd | 0.37% |
| State Bank of India | 3.93% |
| Amber Enterprises India Ltd | 0.53% |
| Home First Finance Company India Ltd | 0.41% |
| LIC Housing Finance Ltd Bonds/NCD 6.65 15/02/2027 | 2.07% |
| Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 | 1.26% |
| PB Fintech Ltd | 0.64% |
| Tata Consumer Products Ltd | 0.62% |
| TVS Motor Company Ltd | 0.63% |
| Prestige Estates Projects Ltd | 0.34% |
| Bharat Electronics Ltd | 0.87% |
| Bajaj Finance Ltd | 2.24% |
| HDFC Bank Ltd | 5.21% |
| Reliance Industries Ltd | 8.94% |
| Bajaj Finance Ltd Futures 01/2026 | -1.04% |
| Cholamandalam Investment & Finance Company Ltd | 0.95% |
| Infosys Ltd | 0.71% |
| Aurobindo Pharma Ltd Futures 01/2026 | -0.52% |
| Bajaj Finserv Ltd Futures 01/2026 | -0.28% |
| JSW Steel Ltd Futures 01/2026 | -0.87% |
| Hindalco Industries Ltd Futures 01/2026 | -1.11% |
| Axis Bank Ltd Futures 01/2026 | -3.95% |
| Bharti Airtel Ltd Futures 01/2026 | -7.72% |
| Hindustan Aeronautics Ltd Futures 01/2026 | -0.03% |
| NTPC Ltd Futures 01/2026 | -0.49% |
| HDFC Bank Ltd Futures 01/2026 | -1.07% |
| JK Cement Ltd | 0.42% |
| GAIL (India) Ltd | 0.15% |
| ITC Ltd | 1.18% |
| NTPC Ltd | 0.49% |
| Bank Of Baroda | 1.0% |
| Hindustan Unilever Ltd | 0.87% |
| Mahindra & Mahindra Ltd Futures 01/2026 | -1.21% |
| Bank Of Baroda Futures 01/2026 | -1.0% |
| Eternal Ltd Futures 01/2026 | -0.43% |
| Hindustan Aeronautics Ltd Futures 02/2026 | -0.24% |
| Indraprastha Gas Ltd | 0.19% |
| ICICI Bank Ltd | 7.05% |
| The Indian Hotels Company Ltd | 0.16% |
| Larsen & Toubro Ltd Futures 01/2026 | -1.07% |
| Ambuja Cements Ltd Futures 01/2026 | -0.49% |
| Bharat Petroleum Corporation Ltd | 0.57% |
| Hindustan Aeronautics Ltd | 0.27% |
| Coromandel International Ltd | 0.86% |
| Crisil Ltd | 0.39% |
| Cummins India Ltd | 0.77% |
| Hindalco Industries Ltd | 1.1% |
| Mahindra & Mahindra Ltd | 2.78% |
| Maruti Suzuki India Ltd | 0.53% |
| Reliance Industries Ltd Futures 01/2026 | -6.56% |
| Kotak Mahindra Bank Ltd Futures 01/2026 | -1.01% |
| ICICI Bank Ltd Futures 01/2026 | -4.36% |
| ITC Ltd Futures 01/2026 | -1.19% |
| State Bank of India Futures 01/2026 | -2.98% |
| TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 | 0.0% |
| HCL Technologies Ltd | 1.12% |
| Larsen & Toubro Ltd | 2.87% |
| Company | Allocation % |
|---|---|
| Others | 46.93% |
| Automobile | 3.58% |
| Construction | 2.14% |
| Consumer Staples | 2.15% |
| Materials | 1.03% |
| Financial | 19.00% |
| Capital Goods | 2.15% |
| Consumer Discretionary | 0.53% |
| Chemicals | 1.20% |
| Services | 3.32% |
| Sovereign | 8.53% |
| Energy | 3.70% |
| Technology | 2.27% |
| Insurance | 0.20% |
| Metals & Mining | -0.02% |
| Healthcare | 1.09% |
| Communication | 2.19% |
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 ₹ 70.9203
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 11.1% per annum and 5-year return is 9.62% 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
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
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
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
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
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
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
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
3 Morning Star
1 Value Research
3 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
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
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
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
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
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
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