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Sundaram Equity SavIngs Fund Growth Option

Fund House: Sundaram Mutual Fund
Category: Hybrid: Equity Savings
Launch Date: 05-01-2013
Asset Class: Mixed Asset
Benchmark: NIFTY Equity Savings TRI
TER: 2.79% As on (29-09-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 943.07 Cr As on 30-09-2026(Source:AMFI)
Turn over: 64.9% | Exit Load: 0.5% if redeemed within 7 days from the date of allotment. > 7 Days: Nil
NAV as on 16-10-2026

69.934

0.07 (0.0932%)

CAGR Since Inception

7.9%

Benchmark: 8.96%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Equity Savings TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
-5 Years 0 Months
6 Years 5 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments

Current Asset Allocation (%)

Indicators

Standard Deviation 6.28
Sharpe Ratio 0.23
Alpha 0.61
Beta 0.55
Yield to Maturity 6.93
Average Maturity 5.02

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Sundaram Equity SavIngs Fund Growth Option 05-01-2013 -2.31 0.99 6.73 6.53 7.5

Scheme Characteristics

Riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.11%

Others

22.28%

Large Cap

60.17%

Mid Cap

9.44%

Scheme Documents

September 2026

Monthly Portfolio Disclosure Equity & Fund of Funds - September - 2026

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