Home Mf Research Sundaram Equity Savings Fund Regular Plan
SUNDARAM MUTUAL FUND

SUNDARAM EQUITY SAVINGS FUND - REGULAR PLAN

Hybrid Hybrid Equity Saving
Fund House : SUNDARAM MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-20)
70.32 0.50%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,005.34
0.53 %
Two Week 2025-06-05 ₹1,000.00 ₹1,001.91
0.19 %
One Month 2025-05-21 ₹1,000.00 ₹1,011.54
1.15 %
Three Months 2025-03-24 ₹3,000.00 ₹3,074.36
2.48 %
Six Months 2024-12-23 ₹6,000.00 ₹6,225.54
3.76 %
One Year 2024-06-20 ₹12,000.00 ₹12,555.64
4.63 %
Three Year 2022-06-21 ₹36,000.00 ₹43,320.14
20.33 %
Since Inception 2021-12-30 ₹43,000.00 ₹52,767.47
22.72 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Reliance Industries Ltd Petroleum Products Equity 9.23
Bharti Airtel Ltd Telecom - Services Equity 8.62
Infosys Ltd It - Software Equity 5.22
ICICI Bank Ltd Banks Equity 3.27
Axis Bank Ltd Banks Equity 2.90
HDFC Bank Ltd Banks Equity 2.87
ITC Ltd Diversified Fmcg Equity 2.54
Hindustan UniLever Ltd Diversified Fmcg Equity 2.25
GE Vernova T and D India Ltd Electrical Equipment Equity 1.94
Maruti Suzuki India Ltd Automobiles Equity 1.53
Larsen & Toubro Ltd Construction Equity 1.46
Interglobe Aviation Ltd Transport Services Equity 1.39
Force Motors Ltd Automobiles Equity 1.21
Aurobindo Pharma Ltd Pharmaceuticals & Biotechnology Equity 1.17
Johnson Controls-Hitachi AirConditioning India Ltd Consumer Durables Equity 1.12
State Bank of India Banks Equity 1.08
Kotak Mahindra Bank Ltd Banks Equity 1.08
Ultratech Cement Ltd Cement & Cement Products Equity 1.04
Bank of Baroda Banks Equity 0.97
Hindalco Industries Ltd Non - Ferrous Metals Equity 0.90
Delhivery Ltd Transport Services Equity 0.90
JSW Steel Ltd Ferrous Metals Equity 0.84
Ambuja Cements Ltd Cement & Cement Products Equity 0.84
ICRA Ltd Capital Markets Equity 0.84
The Federal Bank Ltd Banks Equity 0.79
TVS Motor Company Ltd Automobiles Equity 0.79
Cholamandalam Investment and Finance Company Ltd Finance Equity 0.73
Apollo Hospitals Enterprise Ltd Healthcare Services Equity 0.72
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology Equity 0.72
IndusInd Bank Ltd Banks Equity 0.69
Tata Motors Ltd Automobiles Equity 0.67
Zomato Ltd Retailing Equity 0.60
HDFC Life Insurance Company Ltd Insurance Equity 0.58
NTPC LTD Power Equity 0.57
Computer Age Management Services Ltd Capital Markets Equity 0.53
Bajaj Finance Ltd Finance Equity 0.50
Schaeffler India Ltd Auto Components Equity 0.48
Dr. Reddys Laboratories Ltd Pharmaceuticals & Biotechnology Equity 0.48
Info Edge (India) Ltd Retailing Equity 0.41
Triveni Turbine Ltd Electrical Equipment Equity 0.38
Tata Consultancy Services Ltd It - Software Equity 0.34
Praj Industries Ltd Industrial Manufacturing Equity 0.34
Multi Commodity Exchange of India Ltd Capital Markets Equity 0.31
Adani Ports and Special Economic Zone Ltd Transport Infrastructure Equity 0.31
Dalmia Cement (Bharat) Ltd. Cement & Cement Products Equity 0.30
Mankind Pharma Ltd Pharmaceuticals & Biotechnology Equity 0.30
Adani Enterprises Metals & Minerals Trading Equity 0.30
SBI Life Insurance Company Ltd Insurance Equity 0.27
Tech Mahindra Ltd It - Software Equity 0.27
DLF Ltd Realty Equity 0.27
United Spirits Ltd Beverages Equity 0.26
Mahindra & Mahindra Ltd Automobiles Equity 0.24
APL Apollo Tubes Ltd Industrial Products Equity 0.22
Lupin Ltd Pharmaceuticals & Biotechnology Equity 0.14
Neuland Laboratories Ltd Pharmaceuticals & Biotechnology Equity 0.12
Bajaj Finserv Ltd Finance Equity 0.12
Grasim Industries Ltd Cement & Cement Products Equity 0.05
Asian Paints Ltd Consumer Durables Equity 0.03
Indus Towers Ltd (Prev Bharti Infratel Ltd) Telecom - Services Equity 0.01
Titan Company Ltd Consumer Durables Equity 0.01
Titan Company Limited JUN 2025 Stock Future - -0.01
Indus Towers Limited JUN 2025 Stock Future - -0.01
Ambuja Cements Limited JUN 2025 Stock Future - -0.05
Grasim Industries Limited JUN 2025 Stock Future - -0.05
Bajaj Finance Limited JUN 2025 Stock Future - -0.07
Bajaj Finserv Limited JUN 2025 Stock Future - -0.12
Lupin Limited JUN 2025 Stock Future - -0.14
TATA Consultancy Services Limited JUN 2025 Stock Future - -0.15
ICICI Bank Limited JUN 2025 Stock Future - -0.16
Tata Motors Limited JUN 2025 Stock Future - -0.19
UltraTech Cement Limited JUN 2025 Stock Future - -0.19
Mahindra & Mahindra Limited JUN 2025 Stock Future - -0.24
United Spirits Limited JUN 2025 Stock Future - -0.26
DLF Limited JUN 2025 Stock Future - -0.27
SBI Life Insurance Company Limited JUN 2025 Stock Future - -0.27
Adani Enterprises Limited JUN 2025 Stock Future - -0.30
Aurobindo Pharma Limited JUN 2025 Stock Future - -0.48
NTPC Limited JUN 2025 Stock Future - -0.57
HDFC Life Insurance Company Limited JUN 2025 Stock Future - -0.58
Kotak Mahindra Bank Limited JUN 2025 Stock Future - -0.64
Hindustan Unilever Limited JUN 2025 Stock Future - -0.70
Larsen and Toubro Ltd JUN 2025 Stock Future - -0.76
TVS Motor Company Limited JUN 2025 Stock Future - -0.79
Interglobe Aviation Ltd JUN 2025 Stock Future - -0.81
JSW Steel Limited JUN 2025 Stock Future - -0.85
Hindalco Industries Limited JUN 2025 Stock Future - -0.91
Bank of Baroda JUN 2025 Stock Future - -0.97
ITC Limited JUN 2025 Stock Future - -1.29
Axis Bank Limited JUN 2025 Stock Future - -1.57
Infosys Limited JUN 2025 Stock Future - -4.67
Bharti Airtel Limited JUN 2025 Stock Future - -7.44
Reliance Industries Limited JUN 2025 Stock Future - -8.30
LIC Housing Finance Ltd - 6.65% - 15/02/2027 - Debt 2.37
Small Industries Development Bank of India - 7.43% - 31/08/2026 - Debt 1.44
National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027 - Debt 0.97
Power Finance Corporation Ltd - 8.03% - 02/05/2026 - Debt 0.96
Power Finance Corporation Ltd - 7.23% - 05/01/2027 - Debt 0.96
National Bank for Agriculture & Rural Development - 7.5% - 31/08/2026 - Debt 0.96
7.10% Central Government Securities 08/04/2034 - Debt 6.53
7.23% Central Government Securities 15/04/2039 - Debt 1.53
7.37% Government Securities-23/10/2028 - Debt 1.50
7.04% Central Government Securities 03/06/2029 - Debt 0.50
Canara Bank - 04/12/2025 - Debt 2.31
Export Import Bank of India - 30/12/2025 - Debt 2.30
364 Days - T Bill - 18/12/2025 - Debt 2.31
TREPS - Debt 4.86
Margin Money For Derivatives - Debt 1.05
Cash and Other Net Current Assets - Cash 0.38
Reliance Industries Ltd Petroleum Products Equity 9.23
Bharti Airtel Ltd Telecom - Services Equity 8.62
Infosys Ltd It - Software Equity 5.22
ICICI Bank Ltd Banks Equity 3.27
Axis Bank Ltd Banks Equity 2.90
HDFC Bank Ltd Banks Equity 2.87
ITC Ltd Diversified Fmcg Equity 2.54
Hindustan UniLever Ltd Diversified Fmcg Equity 2.25
GE Vernova T and D India Ltd Electrical Equipment Equity 1.94
Maruti Suzuki India Ltd Automobiles Equity 1.53
Larsen & Toubro Ltd Construction Equity 1.46
Interglobe Aviation Ltd Transport Services Equity 1.39
Force Motors Ltd Automobiles Equity 1.21
Aurobindo Pharma Ltd Pharmaceuticals & Biotechnology Equity 1.17
Johnson Controls-Hitachi AirConditioning India Ltd Consumer Durables Equity 1.12
State Bank of India Banks Equity 1.08
Kotak Mahindra Bank Ltd Banks Equity 1.08
Ultratech Cement Ltd Cement & Cement Products Equity 1.04
Bank of Baroda Banks Equity 0.97
Hindalco Industries Ltd Non - Ferrous Metals Equity 0.90
Delhivery Ltd Transport Services Equity 0.90
JSW Steel Ltd Ferrous Metals Equity 0.84
Ambuja Cements Ltd Cement & Cement Products Equity 0.84
ICRA Ltd Capital Markets Equity 0.84
The Federal Bank Ltd Banks Equity 0.79
TVS Motor Company Ltd Automobiles Equity 0.79
Cholamandalam Investment and Finance Company Ltd Finance Equity 0.73
Apollo Hospitals Enterprise Ltd Healthcare Services Equity 0.72
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology Equity 0.72
IndusInd Bank Ltd Banks Equity 0.69
Tata Motors Ltd Automobiles Equity 0.67
Zomato Ltd Retailing Equity 0.60
HDFC Life Insurance Company Ltd Insurance Equity 0.58
NTPC LTD Power Equity 0.57
Computer Age Management Services Ltd Capital Markets Equity 0.53
Bajaj Finance Ltd Finance Equity 0.50
Schaeffler India Ltd Auto Components Equity 0.48
Dr. Reddys Laboratories Ltd Pharmaceuticals & Biotechnology Equity 0.48
Info Edge (India) Ltd Retailing Equity 0.41
Triveni Turbine Ltd Electrical Equipment Equity 0.38
Tata Consultancy Services Ltd It - Software Equity 0.34
Praj Industries Ltd Industrial Manufacturing Equity 0.34
Multi Commodity Exchange of India Ltd Capital Markets Equity 0.31
Adani Ports and Special Economic Zone Ltd Transport Infrastructure Equity 0.31
Dalmia Cement (Bharat) Ltd. Cement & Cement Products Equity 0.30
Mankind Pharma Ltd Pharmaceuticals & Biotechnology Equity 0.30
Adani Enterprises Metals & Minerals Trading Equity 0.30
SBI Life Insurance Company Ltd Insurance Equity 0.27
Tech Mahindra Ltd It - Software Equity 0.27
DLF Ltd Realty Equity 0.27
United Spirits Ltd Beverages Equity 0.26
Mahindra & Mahindra Ltd Automobiles Equity 0.24
APL Apollo Tubes Ltd Industrial Products Equity 0.22
Lupin Ltd Pharmaceuticals & Biotechnology Equity 0.14
Neuland Laboratories Ltd Pharmaceuticals & Biotechnology Equity 0.12
Bajaj Finserv Ltd Finance Equity 0.12
Grasim Industries Ltd Cement & Cement Products Equity 0.05
Asian Paints Ltd Consumer Durables Equity 0.03
Indus Towers Ltd (Prev Bharti Infratel Ltd) Telecom - Services Equity 0.01
Titan Company Ltd Consumer Durables Equity 0.01
Titan Company Limited JUN 2025 Stock Future - -0.01
Indus Towers Limited JUN 2025 Stock Future - -0.01
Ambuja Cements Limited JUN 2025 Stock Future - -0.05
Grasim Industries Limited JUN 2025 Stock Future - -0.05
Bajaj Finance Limited JUN 2025 Stock Future - -0.07
Bajaj Finserv Limited JUN 2025 Stock Future - -0.12
Lupin Limited JUN 2025 Stock Future - -0.14
TATA Consultancy Services Limited JUN 2025 Stock Future - -0.15
ICICI Bank Limited JUN 2025 Stock Future - -0.16
Tata Motors Limited JUN 2025 Stock Future - -0.19
UltraTech Cement Limited JUN 2025 Stock Future - -0.19
Mahindra & Mahindra Limited JUN 2025 Stock Future - -0.24
United Spirits Limited JUN 2025 Stock Future - -0.26
DLF Limited JUN 2025 Stock Future - -0.27
SBI Life Insurance Company Limited JUN 2025 Stock Future - -0.27
Adani Enterprises Limited JUN 2025 Stock Future - -0.30
Aurobindo Pharma Limited JUN 2025 Stock Future - -0.48
NTPC Limited JUN 2025 Stock Future - -0.57
HDFC Life Insurance Company Limited JUN 2025 Stock Future - -0.58
Kotak Mahindra Bank Limited JUN 2025 Stock Future - -0.64
Hindustan Unilever Limited JUN 2025 Stock Future - -0.70
Larsen and Toubro Ltd JUN 2025 Stock Future - -0.76
TVS Motor Company Limited JUN 2025 Stock Future - -0.79
Interglobe Aviation Ltd JUN 2025 Stock Future - -0.81
JSW Steel Limited JUN 2025 Stock Future - -0.85
Hindalco Industries Limited JUN 2025 Stock Future - -0.91
Bank of Baroda JUN 2025 Stock Future - -0.97
ITC Limited JUN 2025 Stock Future - -1.29
Axis Bank Limited JUN 2025 Stock Future - -1.57
Infosys Limited JUN 2025 Stock Future - -4.67
Bharti Airtel Limited JUN 2025 Stock Future - -7.44
Reliance Industries Limited JUN 2025 Stock Future - -8.30
LIC Housing Finance Ltd - 6.65% - 15/02/2027 - Debt 2.37
Small Industries Development Bank of India - 7.43% - 31/08/2026 - Debt 1.44
National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027 - Debt 0.97
Power Finance Corporation Ltd - 8.03% - 02/05/2026 - Debt 0.96
Power Finance Corporation Ltd - 7.23% - 05/01/2027 - Debt 0.96
National Bank for Agriculture & Rural Development - 7.5% - 31/08/2026 - Debt 0.96
7.10% Central Government Securities 08/04/2034 - Debt 6.53
7.23% Central Government Securities 15/04/2039 - Debt 1.53
7.37% Government Securities-23/10/2028 - Debt 1.50
7.04% Central Government Securities 03/06/2029 - Debt 0.50
Canara Bank - 04/12/2025 - Debt 2.31
Export Import Bank of India - 30/12/2025 - Debt 2.30
364 Days - T Bill - 18/12/2025 - Debt 2.31
TREPS - Debt 4.86
Margin Money For Derivatives - Debt 1.05
Cash and Other Net Current Assets - Cash 0.38
Risk Ratios
Standard Deviation
5.5
Beta
1.0
Sharpe Ratio
0.9
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Sudhir Kedia (18 years), Rohit Seksaria (22 years), Dwijendra Srivastava (22 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : hybrid
Exit load
Nil

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