• Open Account

Sundaram Equity Savings Fund (G)

Equity Savings • OPEN
NAV as of Apr 29, 2026
₹70.44
1 day change
Returns since inception
8.47%
CAGR
AUM (Fund size)
₹1,071 Cr
NAV: ₹ 70.44
as on Apr 29, 2026
Sundaram Equity Savings Fund (G)

Sundaram Equity Savings Fund (G) Overview

AUM (Fund size) ₹ 1,071 Cr
Expense ratio 2.19 %
Exit load 0.5% if redeemed within 7 days Nil if redeemed after 7 days
Plan type Regular Fund
Risk Moderate
Lock-in Period Nil
Benchmark NIFTY Equity Savings Index TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 23 yrs 11 m since May 23, 2002
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Banks
22.88%
Debt
21.78%
Telecom-Services
9.47%
Petroleum Products
8.94%
Others
5.96%

Top Holdings

Bharti Airtel 9.47%
TREPS 9.29%
Reliance Industr 8.70%
HDFC Bank 7.51%
ICICI Bank 7.11%
Margin amount for Derivative 5.96%
Axis Bank 4.06%
Larsen & Toubro 2.80%
M & M 2.57%
LIC Housing Fin. 2.32%

Scheme Information

Sundaram Equity Savings Fund (G) was launched on 23/05/2002. The fund manages ₹1,071 Cr in assets. Its current expense ratio is 2.19%.

Fund Manager: Rohit Seksaria

Returns Calculator

Calculate your investment growth with SIP or Lumpsum.

Estimated Breakdown

Invested amount ₹0
Est. returns ₹0
Total value ₹0
Open Demat Account →

FAQs on Sundaram Equity Savings Fund (G)

The current expense ratio of Sundaram Equity Savings Fund (G) is 2.19%.

The AUM of Sundaram Equity Savings Fund (G) is ₹1,071 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Equity Savings Fund (G) allows both SIP and lump sum investments.

The latest NAV is ₹70.44.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

Invest
Ready to invest in Mutual Funds
Start SIP Today!
App QR Code

Download the PL Capital App

Open Demat Account
×