Sundaram Equity Savings Fund - Direct - Growth
A Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
13.52%
Expense Ratio
0.72%
as of 01/02/2026
AUM
₹176.98 Cr
Qtr End: Dec 25
NAV
₹82.971
as of 02/03/2026
3Y Returns (CAGR)
13.52%
Expense Ratio
0.72%
as of 01/02/2026
AUM
₹176.98 Cr
Qtr End: Dec 25
NAV
₹82.971
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹14.3k
Abs. Returns42.7%
CAGR12.6%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.37% | -5.39% | 4.79% |
| 6M | 1.37% | 2.75% | 4.05% |
| 1Y | 8.43% | 8.43% | 4.44% |
| 3Y | 46.27% | 13.52% | 4.96% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 22/04/2002
- Fund Age
- 23.9 years
- Minimum Investment
- ₹100
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Equity Savings Fund - Direct - Growth | 12.72% | 0.61% | ₹376.66 |
| Mirae Asset Equity Savings Fund - Direct - Growth | 13.15% | 0.34% | ₹862.28 |
| LIC MF Equity Savings Fund - Direct - Growth | - | 1.34% | ₹10.77 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - Growth | 10.87% | 0.54% | ₹440.94 |
| Sundaram Equity Savings Fund - Direct - Growth | 13.52% | 0.72% | ₹176.98 |
| DSP Equity Savings Fund - Direct - Growth | 11.31% | 0.65% | ₹1,934.12 |
| Baroda BNP Paribas Equity Savings Fund - Direct - Growth | 11.52% | 1.40% | ₹38.01 |