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Sundaram Equity Savings Fund Direct dividend payout
Hybrid • Equity Savings • Direct dividend payout
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct dividend payout
Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹16.5
+0.0364% (0.10)
AUM
₹1,195 Cr
Expense ratio
0.74%
Benchmark
NIFTY Equity Savings
Fund Plan
Monthly
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 7D
0.5%
If units sold after 7D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Communication Services
Energy
Consumer Cyclical
Industrials
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Rohit Seksaria
Experience: 8.29 yrs • Total AUM: 1,46,311 Cr
Dwijendra Srivastava
Experience: 15.72 yrs • Total AUM: 3,42,827 Cr
Clyton Fernandes
Experience: yrs • Total AUM: 1,06,944 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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