Sundaram Equity Savings Fund - Regular Plan Growth
Principal Mutual Fund
₹69.53 (+0.27%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-2.21% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.16%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity Savings
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹999
Invested ₹1,000
▼-0.12%1 year
₹978
Invested ₹1,000
▼-2.21%3 years
₹1,067
Invested ₹1,000
▲+6.70%5 years
₹1,068
Invested ₹1,000
▲+6.83%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- ModerateThis fund
- Moderate to High
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | NIFTY Equity Savings TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -2.21% | +6.70% | +6.83% | — |
| Cumulative returns (%) | -2.21% | +21.47% | +39.12% | +123.11% |
Fund Manager
| Manager | Clyton Fernandes |
|---|---|
| Role | Manager |
| Manager Tenure | 1.33 yrs |
About Fund
| Date of Incorporation | 23 May 2002 |
|---|---|
| Fund House | Principal Mutual Fund |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Bharti Airtel Ltd | 9.29% |
| ICICI Bank Ltd | 7.53% |
| Reliance Industries Ltd | 7.36% |
| 7.1% Govt Stock 2034 | 5.54% |
| HDFC Bank Ltd | 5.52% |
| Axis Bank Ltd | 4.87% |
| Infosys Ltd | 4.82% |
| State Bank of India | 4.31% |
Investment Strategy
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.