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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: 2.21% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,064.73 Cr As on 31-05-2026(Source:AMFI)
Turn over: 64.9% | Exit Load: 0.50% on or before 7D
NAV as on 10-07-2026

71.0944

0.35 (0.4863%)

CAGR Since Inception

8.06%

Benchmark: 9.19%

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
-
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 6.23
Sharpe Ratio 0.55
Alpha 2.59
Beta 0.45
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 0.42 3.96 8.71 8.3 8.19
HSBC Equity SavIngs Fund - Regular Growth 01-01-2013 11.42 7.14 13.2 10.96 9.38
WhiteOak Capital Equity SavIngs Fund Regular Plan Growth 12-03-2025 7.82 - - - -
Edelweiss Equity SavIngs Fund - Regular Plan - Growth Option 05-10-2014 6.63 7.69 10.81 8.97 9.18
Aditya Birla Sun Life Equity SavIngs Fund - Regular Plan - Growth 10-11-2014 5.39 6.55 8.14 6.79 7.67
MahIndra Manulife Equity SavIngs Fund - Regular Plan - Growth 05-02-2017 4.96 4.62 8.91 8.02 -
Kotak Equity SavIngs Fund - Regular - Growth 11-10-2014 4.87 5.19 9.71 9.61 9.2
Mirae Asset Equity SavIngs Fund- Regular Plan- Growth 15-12-2018 4.15 6.1 9.87 8.88 -
Axis Equity Savings Fund - Regular Plan - Growth 01-08-2015 3.98 4.58 8.84 7.7 8.38
Bandhan Equity SavIngs Fund - Regular Plan - Growth 09-06-2008 3.8 4.81 6.76 6.35 6.38

Scheme Characteristics

Riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.94%

Others

21.99%

Large Cap

63.04%

Mid Cap

10.03%

Scheme Documents

May 2026

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

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