No NFO data available for this page.

3 Year return

15.15%
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹1049.28 Cr.

Expense Ratio

0.63% (inclusive of GST)

Exit Load

0.5% if redeemed within 7 days Nil if redeemed after 7 days

Ratings

ARQ Rating
5

Ratings by other agencies

4
0
5

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings
Top Holdings% of Asset
Reliance Industries Ltd9.54%
Bharti Airtel Ltd9.06%
Infosys Ltd5.24%
ICICI Bank Ltd3.37%
Axis Bank Ltd3.02%
Others69.77%
Other Holdings% of Asset
HDFC Bank Ltd2.97%
ITC Ltd2.70%
LIC Housing Finance Ltd2.47%
Canara Bank2.40%
Hindustan Unilever Ltd2.35%
Maruti Suzuki India Ltd1.59%
GE Vernova T&D India Ltd1.42%
Larsen & Toubro Ltd1.39%
Aurobindo Pharma Ltd1.31%
Johnson Controls-Hitachi Air Condition. India Ltd1.23%
Kotak Mahindra Bank Ltd1.20%
UltraTech Cement Ltd1.13%
State Bank of India1.09%
Power Finance Corporation Ltd1.01%
Bank of Baroda1.01%
Power Finance Corporation Ltd1.00%
Interglobe Aviation Ltd0.98%
Hindalco Industries Ltd0.93%
JSW Steel Ltd0.91%
Force Motors Ltd0.89%
Sun Pharmaceutical Industries Ltd0.82%
Delhivery Ltd0.80%
Federal Bank Ltd0.80%
TVS Motor Company Ltd0.79%
Apollo Hospitals Enterprise Ltd0.76%
IndusInd Bank Ltd0.74%
ICRA Ltd0.72%
Cholamandalam Investment & Finance Company Ltd0.71%
NTPC Ltd0.63%
Tata Motors Ltd0.63%
Eternal Ltd0.62%
Ambuja Cements Ltd0.59%
HDFC Life Insurance Company Ltd0.58%
Computer Age Management Services Ltd0.54%
Bajaj Finance Ltd0.49%
Dr Reddys Laboratories Ltd0.47%
Info Edge (India) Ltd0.42%
Schaeffler India Ltd0.42%
Tata Consultancy Services Ltd0.36%
Triveni Turbine Ltd0.35%
Praj Industries Ltd0.34%
Mankind Pharma Ltd0.32%
Dalmia Bharat Ltd0.31%
Multi Commodity Exchange of India Ltd0.31%
Aditya Birla Fashion & Retail Ltd0.31%
Adani Enterprises Ltd0.29%
United Spirits Ltd0.28%
SBI Life Insurance Company Ltd0.28%
Adani Ports & Special Economic Zone Ltd0.28%
Tech Mahindra Ltd0.27%
Mahindra & Mahindra Ltd0.25%
DLF Ltd0.24%
Lupin Ltd0.16%
Neuland Laboratories Ltd0.13%
Bajaj Finserv Ltd0.12%
United Breweries Ltd0.07%
Grasim Industries Ltd0.05%
Asian Paints Ltd0.03%
Indus Towers Ltd0.01%
Titan Company Ltd0.01%

Sundaram Mutual Fund Managers

RS

Rohit Seksaria

Fund Manager since Jan 2022

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹65,593.02 Cr.
No. of Schemes 166
Setup Date

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Sundaram Equity Savings Fund

15.1694%

5

Sundaram Equity Savings Fund

15.1694%

5

HSBC Equity Savings Fund

14.5931%

3

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

Key Features of The Fund

5-year return 15.97%
Expense Ratio 0.63%
Fund Manager Rohit Seksaria
Fund Size ₹1049.28 Cr
Risk Profile Moderate

AMC Contact Details

Name NA
Launch Date NA
Addresss NA
Contact NA
Email NA
Website NA

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout on Jun 27 2025, is ₹24.9648

What is the AUM of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout, is ₹1049.28 crore.

What is the expense ratio of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout is 0.63%

What are the returns of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout since inception?

The Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 10.24 since inception.

What is the minimum SIP amount to invest in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout is ₹100.

How do I invest in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout on Jun 27 2025, is ₹24.9648

What is the AUM of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout, is ₹1049.28 crore.

What is the expense ratio of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout is 0.63%

What are the returns of Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout since inception?

The Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout was launched on Jan 01 2013. The fund has delivered a CAGR of 10.24 since inception.

What is the minimum SIP amount to invest in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout is ₹100.

How do I invest in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.