Sundaram Equity Savings Fund - Direct - Growth
Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
9.81%
Expense Ratio
1.32%
as of 01/07/2026
AUM
₹186.45 Cr
Qtr End: Mar 26
NAV
₹83.711
as of 17/07/2026
3Y Returns (CAGR)
9.81%
Expense Ratio
1.32%
as of 01/07/2026
AUM
₹186.45 Cr
Qtr End: Mar 26
NAV
₹83.711
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.07% | 4.34% | 5.13% |
| 6M | 0.05% | 0.10% | 7.32% |
| 1Y | 1.84% | 1.84% | 5.70% |
| 3Y | 32.42% | 9.81% | 5.49% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 22/04/2002
- Fund Age
- 24.2 years
- Minimum Investment
- ₹100
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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