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Sundaram Equity Savings Fund - Direct (IDCW-H)

Equity Savings
Invest Now

  • NAV

    15.75(-3.51%)

  • Fund Size (CR)

    ₹1,032.94

  • Expense Ratio

    0.75

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹100

  • Minimum Additional Investment

    ₹100

  • Minimum SIP Investment

    ₹100

  • Minimum Withdrawal

    ₹500

  • Exit Load 0.5% if redeemed within 7 days Nil if redeemed after 7 days

    0.5%

  • Return Since Launch

    9.75%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -6.32%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Sudhir Kedia

Bench Mark

NIFTY Equity Savings Index TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 4 March 202510031.520.32%-0.54%112/139
1 Month11 February 20259900.55-0.99%--0.60%104/139
3 Month11 December 20249695.91-3.04%--2.60%82/139
6 Month11 September 20249833.64-1.66%--1.33%81/139
1 Year11 March 202410851.438.51%8.51%5.87%16/139
3 Year11 March 202214083.4840.83%12.08%8.58%4/139
5 Year11 March 202020077.54100.78%14.95%10.03%2/139
Since Inception2 January 201331082.77210.83%9.75%7.77%24/139

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 April 20241,20,000235598.9296.33% 96.33%
3 Year1 April 20223,60,000769735.33113.82% 28.83%
5 Year1 April 20206,00,0001360483.76126.75% 17.79%
10 Year6 April 201512,00,0003024644.27152.05% 9.69%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

1.64%

Standard Deviation

0.40%

Beta

0.85%

Sharpe Ratio

0.04%

Treynor's Ratio

3.57%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Reliance Industr7.92%68150081.79EquityRefineries
Infosys5.73%35070059.19EquityIT - Software
Bharti Airtel4.78%31462549.40EquityTelecomm-Service
Axis Bank3.74%38050038.64EquityBanks
ICICI Bank3.48%29880035.98EquityBanks
HCL Technologies2.91%19110030.10EquityIT - Software
Maruti Suzuki2.69%2330027.83EquityAutomobile
M & M2.62%10465027.05EquityAutomobile
HDFC Bank2.60%15500026.85EquityBanks
Kotak Mah. Bank2.17%11760022.38EquityBanks

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Sundaram Equity Savings Fund - Direct (IDCW-H)
1032.94-0.99%-3.04%-1.66%8.51%12.08%
DSP Equity Savings Fund - Direct (IDCW)
2475.66-0.03%-1.29%0.22%10.55%10.33%
DSP Equity Savings Fund - Direct (G)
2475.66-0.04%-1.29%0.22%10.54%10.32%
DSP Equity Savings Fund - Direct (IDCW-M)
2475.66-0.04%-1.29%0.22%10.54%10.32%
DSP Equity Savings Fund - Direct (IDCW-Q)
2475.66-0.04%-1.29%0.22%10.53%10.31%
Invesco India Equity Savings Fund - Direct (G)
393.07-1.25%-5.31%-3.26%9.50%10.80%

List of Schemes under Sundaram Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Sundaram Business Cycle FundEquityVery High0%0₹1,476.80
Sundaram Multi Asset Allocation FundHybridVery High9.19%0₹2,375.29
Sundaram Flexi Cap FundEquityVery High3.93%0₹1,834.06
Sundaram Large Cap FundEquityVery High0.02%3₹3,127.57
Sundaram Overnight FundDebtLow6.65%3₹697.87
Sundaram Money Market FundDebtLow7.48%2₹1,063.83
Sundaram Services FundEquityVery High8.83%0₹3,551.43
Sundaram LT Tax Advantage Fund - Sr.IVEquityVery High-0.28%0₹18.97
Sundaram LT Tax Advantage Fund - Sr.IIIEquityVery High-1.09%0₹28.86
Sundaram LT MC Tax Advantage Fund - Sr.VIEquityVery High-1.79%0₹31.41
Sundaram LT MC Tax Advantage Fund - Sr.VEquityVery High-0.77%0₹26.38
Sundaram LT MC Tax Advantage Fund - Sr.IVEquityVery High-2.3%0₹30.84
Sundaram LT MC Tax Advantage Fund - Sr.IIIEquityVery High-2.34%0₹65.16
Sundaram Arbitrage FundHybridModerately Low7.66%2₹220.10
Sundaram Long Term Tax Advantage Fund-Sr.IIEquityVery High0.12%0₹11.49
Sundaram Long Term Tax Advantage Fund-Sr.IEquityVery High5.58%0₹19.18
Sundaram Diversified EquityEquityVery High0.85%0₹1,361.57
Sundaram Consumption FundEquityVery High8.45%2₹1,398.19
Sundaram Fin Serv OpportunitiesEquityVery High2.3%5₹1,325.29
Sundaram Infrastructure Advantage FundEquityVery High-0.27%2₹803.89
Sundaram Mid Cap FundEquityVery High6.55%3₹10,450.74
Sundaram Small Cap FundEquityVery High-0.76%2₹2,762.92
Sundaram Conservative Hybrid FundHybridModerate5.59%3₹26.70
Sundaram Global Brand FundOtherVery High10.11%0₹121.09
Sundaram Banking & PSU FundDebtModerately Low7.67%2₹337.32
Sundaram Corporate Bond FundDebtModerately Low7.67%3₹704.66
Sundaram Large and Mid Cap FundEquityVery High3.45%2₹5,861.33
Sundaram Medium Duration FundDebtModerate6.78%1₹43.35
Sundaram ELSS Tax Saver FundEquityVery High2.28%2₹1,212.38
Sundaram Short Duration FundDebtModerate8.15%4₹213.14
Sundaram Balanced Advantage FundHybridHigh4.44%4₹1,434.85
Sundaram Ultra Short Duration FundDebtModerately Low7.59%5₹2,004.57
Sundaram Focused FundEquityVery High3.21%3₹1,007.19
Sundaram Nifty 100 Equal Weight FundOtherVery High-1.47%4₹92.23
Sundaram Multi Cap FundEquityVery High4.69%2₹2,416.58
Sundaram Dividend Yield FundEquityVery High-1.18%0₹806.50
Sundaram Equity Savings FundHybridModerate8.52%0₹1,032.94
Sundaram Low Duration FundDebtModerate7.88%5₹372.68
Sundaram Liquid FundDebtModerate7.41%4₹6,619.27
Sundaram Aggressive Hybrid FundHybridHigh4.48%3₹5,236.37

News

  • Sundaram Mutual Fund announces IDCW under its schemes

    Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289

    Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420

    Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537

    Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

    Sundaram Mutual Fund has announced 17 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

    Sundaram Mutual Fund has announced 17 January 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹1032.94

Sundaram Equity Savings Fund - Direct (IDCW-H) is an Equity Savings-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 1 January 2013, this fund is managed by Sudhir Kedia. With assets under management (AUM) worth ₹1,032.94 (Cr), as of 12 March 2025, Sundaram Equity Savings Fund - Direct (IDCW-H) is categorized as a Equity Savings within its segment. The fund has generated a return of 9.75% since its launch.
The current NAV of Sundaram Equity Savings Fund - Direct (IDCW-H) is ₹15.75, as on 12 March 2025. The fund's benchmark index is NIFTY Equity Savings Index TRI. You can invest in Sundaram Equity Savings Fund - Direct (IDCW-H) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.5% if redeemed within 7 days Nil if redeemed after 7 days The fund has generated 12.08% and 14.95% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 69.58% in Equity, 27.98% in Debt and 2.43% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 26.66% in Debt, 16.51% in Banks, 8.85% in IT-Software, 8.08% in Petroleum Products, 7.08% in Automobiles

FAQs

How to Invest in Sundaram Equity Savings Fund - Direct (IDCW-H) Direct Growth?

Sundaram Equity Savings Fund - Direct (IDCW-H) is a popular fund in the Equity Savings segment. The fund has generated a return of 9.75% since inception. Looking to invest in Sundaram Equity Savings Fund - Direct (IDCW-H) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Equity Savings Fund - Direct (IDCW-H) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Sundaram Equity Savings Fund - Direct (IDCW-H)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Equity Savings Fund - Direct (IDCW-H) today and reap the benefits of this Equity Savings fund!

How much returns has Sundaram Equity Savings Fund - Direct (IDCW-H) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Equity Savings Fund - Direct (IDCW-H) has generated annualised return of 8.51%. In the long-term, the fund has generated 12.08% and 14.95% in 3 and 5 years respectively. Since its inception, the fund has generated 9.75% returns.

What is the expense ratio of Sundaram Equity Savings Fund - Direct (IDCW-H) Direct Growth?

The expense ratio of Sundaram Equity Savings Fund - Direct (IDCW-H) Direct Growth is 0.75%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Equity Savings Fund - Direct (IDCW-H) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Equity Savings Fund - Direct (IDCW-H) is ₹1,032.94 (Cr) as of 2025-03-12 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Equity Savings Fund - Direct (IDCW-H) Direct Growth?

Redeeming or selling units of Sundaram Equity Savings Fund - Direct (IDCW-H) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Sundaram Equity Savings Fund - Direct (IDCW-H):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Sundaram Equity Savings Fund - Direct (IDCW-H)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.