Sundaram Equity Savings-G

Fund Category: Equity Savings

Fund Category Equity Savings

Moderate Hybrid G

4 Morning Star

3 Value Research

NAV( 12 Sep 2025)

₹ 70.79
0.97%

Sundaram Equity Savings-G

Invest now

Performance

10.81%3y Returns

0.15% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    2.15%
  • 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

    ₹ 1,140 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 %
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%
Sectors
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%

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:

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

    ₹ 31,690 Cr
  • Highest Return

    14.08%
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

1.22 %

4 Morning Star

3 Value Research

NAV

20.39

1M Returns

1.22%

1Y Returns

5.1%

3Y Returns

10.68%

Min. Investment

Rs.99.0

Fund Size

Rs.1615.12 Cr

Fund Manager

Mahendra Kumar Jajoo
Moderately High Hybrid G
More

NAV

20.39

Min Investment

₹99.0

Fund Size

₹1615.12 cr

Fund Manager

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

2 Morning Star

2 Value Research

1.41 %

2 Morning Star

2 Value Research

NAV

17.02

1M Returns

1.41%

1Y Returns

2.28%

3Y Returns

10.63%

Min. Investment

Rs.500.0

Fund Size

Rs.458.56 Cr

Fund Manager

Amit Nigam
Moderately High Hybrid G
More

NAV

17.02

Min Investment

₹500.0

Fund Size

₹458.56 cr

Fund Manager

Amit Nigam
ADD to watchlist
Quant Equity Savings Reg-G

0 Morning Star

0 Value Research

0.65 %

0 Morning Star

0 Value Research

NAV

10.09

1M Returns

0.65%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.34.1 Cr

Fund Manager

Sanjeev Sharma
Moderate Hybrid G
More

NAV

10.09

Min Investment

₹1000.0

Fund Size

₹34.1 cr

Fund Manager

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

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

10.03

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.25.74 Cr

Fund Manager

Siddharth Chaudhary
Low Hybrid G
More

NAV

10.03

Min Investment

₹500.0

Fund Size

₹25.74 cr

Fund Manager

Siddharth Chaudhary
ADD to watchlist
Tata Equity Savings Reg-G

3 Morning Star

4 Value Research

0.63 %

3 Morning Star

4 Value Research

NAV

55.4

1M Returns

0.63%

1Y Returns

5.61%

3Y Returns

9.62%

Min. Investment

Rs.100.0

Fund Size

Rs.265.63 Cr

Fund Manager

Murthy Nagarajan
Low to Moderate Hybrid G
More

NAV

55.4

Min Investment

₹100.0

Fund Size

₹265.63 cr

Fund Manager

Murthy Nagarajan
ADD to watchlist
Bandhan Equity Savings Regular-G

2 Morning Star

3 Value Research

0.69 %

2 Morning Star

3 Value Research

NAV

31.45

1M Returns

0.69%

1Y Returns

4.98%

3Y Returns

7.53%

Min. Investment

Rs.100.0

Fund Size

Rs.333.48 Cr

Fund Manager

Sachin Relekar
Low to Moderate Hybrid G
More

NAV

31.45

Min Investment

₹100.0

Fund Size

₹333.48 cr

Fund Manager

Sachin Relekar
ADD to watchlist
ICICI Pru Equity Savings-G

3 Morning Star

5 Value Research

1.06 %

3 Morning Star

5 Value Research

NAV

22.8

1M Returns

1.06%

1Y Returns

6.34%

3Y Returns

8.94%

Min. Investment

Rs.100.0

Fund Size

Rs.15863.4 Cr

Fund Manager

Kayzad Eghlim
Low to Moderate Hybrid G
More

NAV

22.8

Min Investment

₹100.0

Fund Size

₹15863.4 cr

Fund Manager

Kayzad Eghlim
ADD to watchlist
Axis Equity Savings Reg-G

3 Morning Star

2 Value Research

1.55 %

3 Morning Star

2 Value Research

NAV

22.3

1M Returns

1.55%

1Y Returns

2.81%

3Y Returns

9.46%

Min. Investment

Rs.100.0

Fund Size

Rs.938.8 Cr

Fund Manager

R Sivakumar
Moderately High Hybrid G
More

NAV

22.3

Min Investment

₹100.0

Fund Size

₹938.8 cr

Fund Manager

R Sivakumar
ADD to watchlist
Sundaram Equity Savings-G

4 Morning Star

3 Value Research

0.97 %

4 Morning Star

3 Value Research

NAV

70.79

1M Returns

0.97%

1Y Returns

3.93%

3Y Returns

10.81%

Min. Investment

Rs.100.0

Fund Size

Rs.1140.0 Cr

Fund Manager

Dwijendra Srivastava
Moderate Hybrid G
More

NAV

70.79

Min Investment

₹100.0

Fund Size

₹1140.0 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

1.22 %

3 Morning Star

2 Value Research

NAV

20.59

1M Returns

1.22%

1Y Returns

2.41%

3Y Returns

8.89%

Min. Investment

Rs.500.0

Fund Size

Rs.546.79 Cr

Fund Manager

Rahul Pal
Moderately High Hybrid G
More

NAV

20.59

Min Investment

₹500.0

Fund Size

₹546.79 cr

Fund Manager

Rahul Pal
ADD to watchlist
PGIM India Equity Savings-G

2 Morning Star

3 Value Research

0.79 %

2 Morning Star

3 Value Research

NAV

49.57

1M Returns

0.79%

1Y Returns

4.79%

3Y Returns

7.05%

Min. Investment

Rs.1000.0

Fund Size

Rs.72.28 Cr

Fund Manager

Puneet Pal
Low to Moderate Hybrid G
More

NAV

49.57

Min Investment

₹1000.0

Fund Size

₹72.28 cr

Fund Manager

Puneet Pal
ADD to watchlist
HSBC Equity Savings-G

4 Morning Star

4 Value Research

3.41 %

4 Morning Star

4 Value Research

NAV

34.33

1M Returns

3.41%

1Y Returns

5.38%

3Y Returns

13.52%

Min. Investment

Rs.500.0

Fund Size

Rs.671.33 Cr

Fund Manager

Ritesh Jain
Moderately High Hybrid G
More

NAV

34.33

Min Investment

₹500.0

Fund Size

₹671.33 cr

Fund Manager

Ritesh Jain
ADD to watchlist
Edelweiss Equity Savings Reg-G

3 Morning Star

4 Value Research

1.36 %

3 Morning Star

4 Value Research

NAV

25.58

1M Returns

1.36%

1Y Returns

6.73%

3Y Returns

10.87%

Min. Investment

Rs.100.0

Fund Size

Rs.843.46 Cr

Fund Manager

Dhawal Dalal
Moderate Hybrid G
More

NAV

25.58

Min Investment

₹100.0

Fund Size

₹843.46 cr

Fund Manager

Dhawal Dalal
ADD to watchlist
Union Equity Savings Reg-G

1 Morning Star

1 Value Research

0.84 %

1 Morning Star

1 Value Research

NAV

16.88

1M Returns

0.84%

1Y Returns

2.86%

3Y Returns

7.99%

Min. Investment

Rs.500.0

Fund Size

Rs.150.2 Cr

Fund Manager

Parijat Agrawal
Moderate Hybrid G
More

NAV

16.88

Min Investment

₹500.0

Fund Size

₹150.2 cr

Fund Manager

Parijat Agrawal
ADD to watchlist
HDFC Equity Savings Reg-G

4 Morning Star

3 Value Research

1.33 %

4 Morning Star

3 Value Research

NAV

66.36

1M Returns

1.33%

1Y Returns

3.24%

3Y Returns

9.91%

Min. Investment

Rs.100.0

Fund Size

Rs.5691.3 Cr

Fund Manager

Anil Bamboli
Moderately High Hybrid G
More

NAV

66.36

Min Investment

₹100.0

Fund Size

₹5691.3 cr

Fund Manager

Anil Bamboli
ADD to watchlist
DSP Equity Savings Reg-G

3 Morning Star

4 Value Research

0.75 %

3 Morning Star

4 Value Research

NAV

21.89

1M Returns

0.75%

1Y Returns

4.39%

3Y Returns

9.74%

Min. Investment

Rs.100.0

Fund Size

Rs.3590.55 Cr

Fund Manager

Kedar Karnik
Moderate Hybrid G
More

NAV

21.89

Min Investment

₹100.0

Fund Size

₹3590.55 cr

Fund Manager

Kedar Karnik
ADD to watchlist
Kotak Equity Savings Reg-G

4 Morning Star

4 Value Research

1.64 %

4 Morning Star

4 Value Research

NAV

26.48

1M Returns

1.64%

1Y Returns

3.62%

3Y Returns

11.39%

Min. Investment

Rs.100.0

Fund Size

Rs.8486.87 Cr

Fund Manager

Abhishek Bisen
Moderately High Hybrid G
More

NAV

26.48

Min Investment

₹100.0

Fund Size

₹8486.87 cr

Fund Manager

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

0 Morning Star

0 Value Research

1.07 %

0 Morning Star

0 Value Research

NAV

10.92

1M Returns

1.07%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.136.89 Cr

Fund Manager

Piyush Baranwal
Moderate Hybrid G
More

NAV

10.92

Min Investment

₹100.0

Fund Size

₹136.89 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

16.65

1M Returns

0.98%

1Y Returns

3.88%

3Y Returns

9.44%

Min. Investment

Rs.250.0

Fund Size

Rs.268.51 Cr

Fund Manager

Mayank Prakash
Moderately High Hybrid G
More

NAV

16.65

Min Investment

₹250.0

Fund Size

₹268.51 cr

Fund Manager

Mayank Prakash
ADD to watchlist
LIC MF Equity Savings-G

2 Morning Star

1 Value Research

1.69 %

2 Morning Star

1 Value Research

NAV

27.99

1M Returns

1.69%

1Y Returns

6.06%

3Y Returns

9.3%

Min. Investment

Rs.200.0

Fund Size

Rs.28.43 Cr

Fund Manager

Raju Sharma
Moderate Hybrid G
More

NAV

27.99

Min Investment

₹200.0

Fund Size

₹28.43 cr

Fund Manager

Raju Sharma
ADD to watchlist
UTI Equity Savings Reg-G

3 Morning Star

5 Value Research

1.05 %

3 Morning Star

5 Value Research

NAV

18.31

1M Returns

1.05%

1Y Returns

3.49%

3Y Returns

10.3%

Min. Investment

Rs.500.0

Fund Size

Rs.714.33 Cr

Fund Manager

V Srivatsa
Moderately High Hybrid G
More

NAV

18.31

Min Investment

₹500.0

Fund Size

₹714.33 cr

Fund Manager

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

2 Morning Star

3 Value Research

0.95 %

2 Morning Star

3 Value Research

NAV

22.25

1M Returns

0.95%

1Y Returns

6.46%

3Y Returns

8.55%

Min. Investment

Rs.100.0

Fund Size

Rs.856.8 Cr

Fund Manager

Dhaval Shah
Moderate Hybrid G
More

NAV

22.25

Min Investment

₹100.0

Fund Size

₹856.8 cr

Fund Manager

Dhaval Shah
ADD to watchlist
SBI Equity Savings Reg-G

3 Morning Star

4 Value Research

1.0 %

3 Morning Star

4 Value Research

NAV

24.06

1M Returns

1.0%

1Y Returns

4.59%

3Y Returns

10.75%

Min. Investment

Rs.500.0

Fund Size

Rs.5702.87 Cr

Fund Manager

Nidhi Chawla
High Hybrid G
More

NAV

24.06

Min Investment

₹500.0

Fund Size

₹5702.87 cr

Fund Manager

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

3 Morning Star

3 Value Research

0.77 %

3 Morning Star

3 Value Research

NAV

16.49

1M Returns

0.77%

1Y Returns

4.68%

3Y Returns

7.83%

Min. Investment

Rs.500.0

Fund Size

Rs.657.94 Cr

Fund Manager

Anand Radhakrishnan
Moderate Hybrid G
More

NAV

16.49

Min Investment

₹500.0

Fund Size

₹657.94 cr

Fund Manager

Anand Radhakrishnan
ADD to watchlist
Nippon India Equity Savings-G

2 Morning Star

2 Value Research

0.68 %

2 Morning Star

2 Value Research

NAV

16.05

1M Returns

0.68%

1Y Returns

3.24%

3Y Returns

8.66%

Min. Investment

Rs.100.0

Fund Size

Rs.775.75 Cr

Fund Manager

Dhrumil Shah
Moderate Hybrid G
More

NAV

16.05

Min Investment

₹100.0

Fund Size

₹775.75 cr

Fund Manager

Dhrumil Shah
ADD to watchlist

Beware of Frauds!

For any assistance, contact our customer support