Sundaram Equity Savings Fund Direct-Growth

The current Net Asset Value (NAV) of the Sundaram Equity Savings Fund - Direct Growth plan is approximately ₹79.5293 as of Apr 23, 2025.

The Sundaram Equity Savings Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 9.41% since inception.

Sundaram Equity Savings Fund Returns

The Sundaram Equity Savings Fund - Direct Growth has an expense ratio of 0.75%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

The Sundaram Equity Savings Fund currently has assets under management (AUM) or fund size valued at approximately ₹976 Crs crore as of Mar 31, 2025.

The Sundaram Equity Savings Fund's equity portion has been invested in the stocks of the following companies

The Sundaram Equity Savings Fund's equity portion is primarily invested in the following sectors -

The top 3 debt holdings of Sundaram Equity Savings Fund are as follows

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

This is a Equity Savings fund comes with Moderate risk.

No, this fund does not have any lock-in period.

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

1. Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

1. Click on the "Invest on App" button at the bottom to download the app.
2. Once the app is downloaded:
3. Sign-up and complete your one time KYC process, or log in if you're already registered.
4. Search for Sundaram Equity Savings Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
5. Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Equity Savings Fund is complete.

Redeeming your investments in Sundaram Equity Savings Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Equity Savings Fund from anywhere else, you can go to the fund house website and put a request through it.