How to Invest in Sundaram Equity Savings Fund(Ex) Direct Growth?

You can easily invest in Sundaram Equity Savings Fund(Ex) Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Equity Savings Fund(Ex) Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Equity Savings Fund(Ex) Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Equity Savings Fund(Ex) Direct Growth provide?

The Sundaram Equity Savings Fund(Ex) Direct Growth has been there from 07 Dec 2018 and the average annual returns provided by this fund is 9.92% since its inception.

How much expense ratio is charged by Sundaram Equity Savings Fund(Ex) Direct Growth?

The term Expense Ratio used for Sundaram Equity Savings Fund(Ex) Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Equity Savings Fund(Ex) Direct Growth is 0.85% as of 14 May 2024...

What is the AUM of Sundaram Equity Savings Fund(Ex) Direct Growth?

The AUM, short for Assets Under Management of Sundaram Equity Savings Fund(Ex) Direct Growth is ₹157.58Cr as of 14 May 2024.

How to Redeem Sundaram Equity Savings Fund(Ex) Direct Growth?

If you want to sell your Sundaram Equity Savings Fund(Ex) Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Equity Savings Fund(Ex) Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Equity Savings Fund(Ex) Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Equity Savings Fund(Ex) Direct Growth?

The NAV of Sundaram Equity Savings Fund(Ex) Direct Growth is ₹13.18 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Equity Savings Fund(Ex) Direct Growth?

The PE ratio ratio of Sundaram Equity Savings Fund(Ex) Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Equity Savings Fund(Ex) Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Equity Savings Fund(Ex) Direct Growth
Hybrid
Equity Savings
Moderate Risk
9.43%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
All
 NAV: 31 Dec 2021₹13.18
Min. SIP amountNot Supported
Rating3
Fund size₹157.58Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA9.9%9.4%9.4%
Category averageNA14.5%9.4%NA
Rank with in categoryNA2117NA
Understand terms
Holdings (77)NameSectorInstrumentAssets
Hindustan Unilever Ltd.
FMCGEquity6.85%
GOI
SovereignGOI Sec6.33%
Housing Development Finance Corpn. Ltd.
FinancialEquity5.89%
Reliance Industries Ltd.
EnergyEquity5.40%
ICICI Bank Ltd.
FinancialEquity4.98%
Tech Mahindra Ltd.
TechnologyEquity4.40%
Infosys Ltd.
TechnologyEquity3.28%
REC Ltd.
FinancialDebenture3.22%
HDFC Bank Ltd.
FinancialEquity2.84%
ITC Ltd.
FMCGEquity2.72%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
0.85%
31 Dec 2021 - 31 Dec 2021
0.85%
30 Nov 2021 - 31 Dec 2021
0.78%
31 Oct 2021 - 30 Nov 2021
0.78%
30 Sep 2021 - 31 Oct 2021
0.78%
31 Aug 2021 - 30 Sep 2021
0.78%
31 Jul 2021 - 31 Aug 2021
0.78%
30 Jun 2021 - 31 Jul 2021
0.78%
31 May 2021 - 30 Jun 2021
0.78%
30 Apr 2021 - 31 May 2021
0.78%
31 Mar 2021 - 30 Apr 2021
0.84%
28 Feb 2021 - 31 Mar 2021
0.78%
31 Jan 2021 - 28 Feb 2021
0.78%
31 Dec 2020 - 31 Jan 2021
0.78%
30 Nov 2020 - 31 Dec 2020
0.91%
31 Oct 2020 - 30 Nov 2020
0.91%
30 Sep 2020 - 31 Oct 2020
0.91%
31 Aug 2020 - 30 Sep 2020
0.91%
31 Jul 2020 - 31 Aug 2020
0.91%
30 Jun 2020 - 31 Jul 2020
0.91%
31 May 2020 - 30 Jun 2020
0.91%
30 Apr 2020 - 31 May 2020
0.91%
31 Mar 2020 - 30 Apr 2020
0.91%
29 Feb 2020 - 31 Mar 2020
0.21%
31 Jan 2020 - 29 Feb 2020
0.21%
31 Dec 2019 - 31 Jan 2020
0.21%
30 Nov 2019 - 31 Dec 2019
0.21%
31 Oct 2019 - 30 Nov 2019
0.21%
30 Sep 2019 - 31 Oct 2019
0.73%
31 Aug 2019 - 30 Sep 2019
0.73%
31 Jul 2019 - 31 Aug 2019
0.73%
30 Jun 2019 - 31 Jul 2019
0.73%
31 May 2019 - 30 Jun 2019
0.73%
30 Apr 2019 - 31 May 2019
0.73%
31 Mar 2019 - 30 Apr 2019
0.80%
28 Feb 2019 - 31 Mar 2019
0.87%
31 Jan 2019 - 28 Feb 2019
0.88%
31 Dec 2018 - 31 Jan 2019
0.90%
Expense ratio, exit load and taxExpense ratio: 0.85%Inclusive of GST
Exit loadFor units in excess of 25% of the investment, 1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra Srivastava
Nov 2018 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
S Bharath
Nov 2018 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Value Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Rohit Seksaria
Jul 2020 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Multi Cap Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹59,763.82Cr
Date of Incorporation26 Feb 1996
 Sundaram Equity Savings Fund(Ex) Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Bharath is the Current Fund Manager of Sundaram Equity Savings Fund(Ex) Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹59,764 Cr and the Latest NAV as of 31 Dec 2021 is ₹13.18.
The Sundaram Equity Savings Fund(Ex) Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. For units in excess of 25% of the investment, 1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe scheme seeks to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation
;
Fund benchmarkNIFTY Equity Savings Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Equity Savings Fund(Ex) Direct Growth
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	9.9%	9.4%	9.4%
Category average	NA	14.5%	9.4%	NA
Rank with in category	NA	21	17	NA

Name	Sector	Instrument	Assets
Hindustan Unilever Ltd.	FMCG	Equity	6.85%
GOI	Sovereign	GOI Sec	6.33%
Housing Development Finance Corpn. Ltd.	Financial	Equity	5.89%
Reliance Industries Ltd.	Energy	Equity	5.40%
ICICI Bank Ltd.	Financial	Equity	4.98%
Tech Mahindra Ltd.	Technology	Equity	4.40%
Infosys Ltd.	Technology	Equity	3.28%
REC Ltd.	Financial	Debenture	3.22%
HDFC Bank Ltd.	Financial	Equity	2.84%
ITC Ltd.	FMCG	Equity	2.72%

Rank (total assets)	#17 in India
Total AUM	₹59,763.82Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Equity Savings Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹157.58Cr

Sundaram Equity Savings Fund(Ex) Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (77)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.85%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaNov 2018 - PresentView details

S BharathNov 2018 - PresentView details

Rohit SeksariaJul 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Nov 2018 - Present
View details

S Bharath
Nov 2018 - Present
View details

Rohit Seksaria
Jul 2020 - Present
View details