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Sundaram Mutual Fund · Hybrid: Equity Savings
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments
Benchmark · NIFTY Equity Savings TRITER · 2.72%Inception · 05-01-2013
NAV
₹70.11
+0.44% · as of 14-05-2026
Since inception
8.06%
CAGR
Benchmark (inception)
9.17%
CAGR
Fund size
₹11 Cr
AUM
Expense ratio
2.72%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +8.06% CAGR vs benchmark +9.17%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.47%
TREPS9.29%
RELIANCE INDUSTRIES LIMITED EQ8.70%
HDFC BANK LIMITED EQ NEW FV RE. 1/-7.51%
ICICI BANK LIMITED EQ NEW FV RS. 2/-7.11%
Magin Money for Derivatives5.96%
AXIS BANK LIMITED EQ NE FV RS. 2/-4.06%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.80%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.57%
6.65% LIC Housing Finance Ltd (15-Feb-2027)2.32%
Sector allocation
Financial Services14.23%
Oil, Gas & Consumable Fuels4.75%
Telecommunication4.74%
Automobile and Auto Components2.44%
Information Technology1.86%
Metals & Mining1.44%
Construction1.40%
Capital Goods1.11%
Healthcare0.90%
Fast Moving Consumer Goods0.81%
Riskometer
LowVery High
Moderatley Risk
What if you'd SIP'd here?
@ 8.1% p.a.₹10,000
10 years
Projected value
₹18,47,926
Invested: ₹12,00,000
Gained: ₹6,47,926
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
C
Clyton Richard Fernandes, Rohit Seksaria, Dwijendra Srivastava
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149674
ISIN (Growth)
INF173K01213
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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3Y
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5Y
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₹26.34
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+6.9%
3Y
+10.9%
5Y
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Kotak Equity Savings Reg Gr
₹27.02
1Y
+5.7%
3Y
+10.4%
5Y
+10.0%
ABSL Equity Savings Reg Gr
₹22.83
1Y
+5.5%
3Y
+8.7%
5Y
+7.3%
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