Sundaram Equity Savings-G

Fund Category: Equity Savings

Fund Category Equity Savings

Moderate Hybrid G

4 Morning Star

3 Value Research

NAV( 23 Apr 2026)

₹ 70.45

3.75%

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Sundaram Equity Savings-G

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Performance

10.71%3y Returns

-0.28% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.19%
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

₹ 1,071 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 %
Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029	1.4%
LIC Housing Finance Ltd Bonds/NCD 6.65 15/02/2027	2.32%
Mankind Pharma Ltd	0.48%
Aurobindo Pharma Ltd	0.64%
Indegene Ltd	0.26%
Sun Pharmaceutical Industries Ltd	0.42%
Net Payables	-1.57%
Eternal Ltd	0.39%
Bharat Electronics Ltd	0.96%
Amara Raja Energy & Mobility Ltd	0.49%
PB Fintech Ltd	0.83%
Bank Of Baroda	0.94%
Bharat Petroleum Corporation Ltd	0.24%
Bharti Airtel Ltd	9.47%
Cholamandalam Investment & Finance Company Ltd	0.85%
Repo	9.29%
Fractal Analytics Ltd	0.67%
Kwality Walls India Ltd	0.01%
GOI Sec 7.23 15/04/2039	1.4%
GOI Sec 6.01 21/07/2030	1.36%
GOI Sec 7.04 03/06/2029	0.47%
Prestige Estates Projects Ltd	0.27%
Home First Finance Company India Ltd	0.4%
National Bank For Agriculture & Rural Development SR 24A FRB 7.50	0.93%
Interglobe Aviation Ltd	0.56%
Hindalco Industries Ltd	1.24%
GAIL (India) Ltd	0.26%
GOI Sec 7.37 23/10/2028	1.44%
GOI Sec 6.48 06/10/2035	2.25%
Billionbrains Garage Ventures Ltd	0.44%
Prudent Corporate Advisory Services Ltd	0.35%
Axis Bank Ltd	4.06%
Jubilant FoodWorks Ltd	0.63%
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028	0.93%
Amber Enterprises India Ltd	0.62%
Cummins India Ltd	0.81%
Bajaj Finance Ltd	2.09%
Bajaj Auto Ltd	0.39%
Bajaj Finserv Ltd	0.25%
Cash Margin	36.32%
HDFC Bank Ltd	7.51%
Maruti Suzuki India Ltd	0.38%
TVS Motor Company Ltd	0.7%
JSW Steel Ltd Futures 04/2026	-0.94%
NTPC Ltd Futures 04/2026	-0.62%
State Bank of India	0.95%
Trent Ltd	0.24%
Others Mrgn Money	5.96%
Hindustan Unilever Ltd Futures 04/2026	-0.09%
Indraprastha Gas Ltd	0.29%
The Indian Hotels Company Ltd	0.14%
Kotak Mahindra Bank Ltd	2.31%
Ultratech Cement Ltd	0.61%
Kotak Mahindra Bank Ltd Futures 04/2026	-1.0%
ICICI Bank Ltd Futures 04/2026	-4.41%
Axis Bank Ltd Futures 04/2026	-4.08%
Bajaj Finserv Ltd Futures 04/2026	-0.25%
Mahindra & Mahindra Ltd Futures 04/2026	-1.17%
HDFC Bank Ltd Futures 04/2026	-3.98%
Reliance Industries Ltd Futures 04/2026	-6.33%
Larsen & Toubro Ltd Futures 04/2026	-1.03%
Bharti Airtel Ltd Futures 04/2026	-7.44%
Aurobindo Pharma Ltd Futures 04/2026	-0.64%
Hindustan Aeronautics Ltd	0.45%
Reliance Industries Ltd	8.7%
Tata Power Company Ltd	0.74%
Bank Of Baroda Futures 04/2026	-0.95%
Bajaj Finance Ltd Futures 04/2026	-1.03%
Interglobe Aviation Ltd Futures 04/2026	-0.04%
Hindustan Unilever Ltd	0.87%
NTPC Ltd	0.62%
Tata Consumer Products Ltd	0.58%
Tech Mahindra Ltd	0.19%
Shasun Pharmaceuticals Ltd Futures 04/2026	-0.04%
JK Cement Ltd	0.46%
JSW Steel Ltd	0.93%
HCL Technologies Ltd	1.04%
ICICI Bank Ltd	7.11%
Larsen & Toubro Ltd	2.8%
United Spirits Ltd	0.17%
UNO Minda Ltd	0.35%
Tata Steel Ltd	0.7%
Ambuja Cements Ltd	0.39%
Coromandel International Ltd	0.82%
Crisil Ltd	0.38%
Infosys Ltd	1.18%
Coforge Ltd	0.64%
Mahindra & Mahindra Ltd	2.57%
Hindalco Industries Ltd Futures 04/2026	-1.24%
Eternal Ltd Futures 04/2026	-0.4%
Ambuja Cements Ltd Futures 04/2026	-0.39%
Hindustan Aeronautics Ltd Futures 04/2026	-0.25%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026	0.0%

Sectors

Company	Allocation %
Others	50.00%
Construction	2.04%
Automobile	3.22%
Consumer Staples	1.54%
Materials	1.07%
Financial	17.14%
Capital Goods	2.46%
Consumer Discretionary	0.62%
Chemicals	0.82%
Services	2.73%
Sovereign	6.92%
Energy	3.90%
Technology	3.72%
Metals & Mining	0.69%
Healthcare	1.12%
Communication	2.03%

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

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 67,088 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.

Fund Manager

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Dwijendra Srivastava

Funds Offered

21
AUM

₹ 28,697 Cr
Highest Return

14.17%

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

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SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Sundaram Equity Savings-G?

The current NAV of Sundaram Equity Savings-G is ₹ 70.4524

How much does Sundaram Equity Savings-G charge as expense ratio?

The expense ratio of Sundaram Equity Savings-G is 2.19%

How to Redeem Sundaram Equity Savings-G Regular Growth?

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.

What are the steps to invest in Sundaram Equity Savings-G?

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!

Can I invest in Sundaram Equity Savings-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Equity Savings-G based on your investment objective and risk profile.

What is the return of Sundaram Equity Savings-G?

For Sundaram Equity Savings-G, 3-year return is 10.71% per annum and 5-year return is 9.16% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Equity Savings-G?

The lock-in-period of Sundaram Equity Savings-G is 0 years.

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:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

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

Get Started

Scan the QR code to download the app

Sundaram Equity Savings-G

₹ 70.45

3.75%

Sundaram Equity Savings-G

Performance

10.71%3y Returns

Investment details

₹ 100

₹ 100

0

2.19%

0.5% Exit load of 0.5% if redeemed within 7 days.

L After 365 days

Fund details

₹ 1,071 Cr

REGULAR

22 Apr 2002

OPEN

NIFTY Equity Savings Total Return Index

INF173K01213

Fund allocation

Risk Associated

Moderate

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 67,088 Cr

About

Fund Manager

Dwijendra Srivastava

21

₹ 28,697 Cr

14.17%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Equity Savings-G?

How much does Sundaram Equity Savings-G charge as expense ratio?

How to Redeem Sundaram Equity Savings-G Regular Growth?

What are the steps to invest in Sundaram Equity Savings-G?

Can I invest in Sundaram Equity Savings-G through both SIP and lump sum?

What is the return of Sundaram Equity Savings-G?

What is the lock-in period in Sundaram Equity Savings-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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