Sundaram Equity Savings Fund – Hybrid Equity Savings Overview
Sundaram Equity Savings Fund, launched on May 23, 2002, is managed by Dwijendra Srivastava, Rohit Seksaria, and Clyton Richard Fernandes. As of October 2025, it has an AUM of ₹1,153 crore and a Direct Plan expense ratio of 0.60%.
The fund delivered 8.3% in 1 year, 12.8% in 3 years, and 14.6% in 5 years, outperforming category averages of 6.5%, 9.9%, and 10.3%.
It invests about 38% in equities, 16% in debt, and the rest in arbitrage/cash, with top holdings in Bharti Airtel, Reliance Industries, and ICICI Bank.
Mutual fund investments are subject to market risk. Read all scheme-related documents carefully.
Sundaram Equity Savings Fund – Hybrid Equity Savings Overview
Sundaram Equity Savings Fund, launched on May 23, 2002, is managed by Dwijendra Srivastava, Rohit Seksaria, and Clyton Richard Fernandes. As of October 2025, it has an AUM of ₹1,153 crore and a Direct Plan expense ratio of 0.60%.
The fund delivered 8.3% in 1 year, 12.8% in 3 years, and 14.6% in 5 years, outperforming category averages of 6.5%, 9.9%, and 10.3%.
It invests about 38% in equities, 16% in debt, and the rest in arbitrage/cash, with top holdings in Bharti Airtel, Reliance Industries, and ICICI Bank.
Mutual fund investments are subject to market risk. Read all scheme-related documents carefully.
Sundaram Equity Savings Fund offers hybrid exposure with ~38% equity and ~22% debt, delivering ~14.7% 5-yr return vs category ~10.5%.
Sundaram Equity Savings Fund, launched on May 23, 2002, is managed by Dwijendra Srivastava, Rohit Seksaria, and Clyton Richard Fernandes. As of October 2025, it has an AUM of ₹1,153 crore and a Direct Plan expense ratio of 0.60%.
The fund delivered 8.3% in 1 year, 12.8% in 3 years, and 14.6% in 5 years, outperforming category averages of 6.5%, 9.9%, and 10.3%.
It invests about 38% in equities, 16% in debt, and the rest in arbitrage/cash, with top holdings in Bharti Airtel, Reliance Industries, and ICICI Bank.
Mutual fund investments are subject to market risk. Read all scheme-related documents carefully.
Sundaram Equity Savings Fund, launched on May 23, 2002, is managed by Dwijendra Srivastava, Rohit Seksaria, and Clyton Richard Fernandes. As of October 2025, it has an AUM of ₹1,153 crore and a Direct Plan expense ratio of 0.60%.
The fund delivered 8.3% in 1 year, 12.8% in 3 years, and 14.6% in 5 years, outperforming category averages of 6.5%, 9.9%, and 10.3%.
It invests about 38% in equities, 16% in debt, and the rest in arbitrage/cash, with top holdings in Bharti Airtel, Reliance Industries, and ICICI Bank.
Mutual fund investments are subject to market risk. Read all scheme-related documents carefully.