Equity Savings · Hybrid

Sundaram Equity Savings Fund

Sundaram Asset Management Company Ltd

Benchmark

Nifty Equity Savings Index

Riskometer

Moderate

Size

₹930 cr

Allotted

Not on record

Holdings as of

Not on record

Sundaram Equity Savings Fund is a equity savings fund of Sundaram Asset Management Company Ltd with ₹930 cr under management. It is ahead of its benchmark (Nifty Equity Savings Index) in 3 of 4 periods. Its direct plan charges 1.34% a year.

Has Sundaram Equity Savings Fund beaten its benchmark?

Ahead of its benchmark, Nifty Equity Savings Index, in 3 of 4 periods in AMFI's figures; −0.69% over the last year against +0.58%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−2.23%	−3.60%	—
3 months	−1.79%	−5.03%	—
6 months	−0.40%	−1.83%	—
1 year	−0.75%	−4.06%	+3.31 pts
3 years	+8.20%	+9.27%	−1.07 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 3 Jan 2022	+8.71%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty Equity Savings Index) in 3 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−0.69%	−2.13%	+0.58%	−1.27	🔒
3y	+8.27%	+6.61%	+6.97%	+1.30	🔒
5y	+8.29%	+6.56%	+6.42%	+1.87	🔒
10y	+9.09%	+7.48%	+8.44%	+0.65	🔒

Ahead in points a year · its rank among Equity Savings funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2022 to 14 Oct 2026

Fund 148Nifty 500 TRI 155

₹100 put in at the start of Jan 2022 would be ₹148 on 14 Oct 2026, against ₹155 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Sundaram Equity Savings Fund cost?

1.34% a year on the direct plan, 2.78% on the regular plan; 11 of 16 funds in its category charge less.

Direct plan

1.34% a year

Category median 1.12%

Regular plan

2.78% a year

Category median 2.07%

Gap

1.44 points

for the same holdings

11 of 16 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Scheme - Equity Savings

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Equity Savings Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

What does Sundaram Equity Savings Fund hold?

90 holdings as of None; the ten largest are 48.9% of the fund, the largest Bharti Airtel Ltd at 9.3%.

Mix

Holdings as of None

Equity92.5%Debt0.0%Cash7.5%Other-39.7%

Holdings

70 shares

Top ten

48.9%

of the fund

Effective holdings

25.3

spread, as if equal-weighted

Matched to our table

86%

of the equity

Five largest

% of fund

Bharti Airtel Ltd9.29%

ICICI Bank Ltd7.53%

Reliance Industries Ltd7.36%

HDFC Bank Ltd5.52%

Axis Bank Ltd4.87%

Five largest industries

% of fund

Banks25.4%

Telecom - Services11.8%

Sovereign8.40%

Petroleum Products8.00%

CRISIL AAA5.70%

By company size

% of equity · SEBI size lists

Large Cap76.6%Mid Cap13.2%Small Cap10.2%

How does Sundaram Equity Savings Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Equity Savings Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

Moves with its indexnot an index tracker

Nearest to the Nifty 50: 48% of it differs from the index (an active fund is usually above 60%).

Active share 47.7%60%

Funds that hold much the same

% of holdings in common

Sundaram Dynamic Asset Allocation Fund63.2% the same

59 shared holdings

Sundaram Multi Asset Allocation Fund60.2% the same

58 shared holdings

Sundaram Aggressive Hybrid Fund59.5% the same

59 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Equity Savings Fund?

1.34% a year on the direct plan and 2.78% on the regular plan (expense report, Oct 2026).

How has Sundaram Equity Savings Fund done?

Its direct plan returned +8.27% a year over 3 years against +6.97% for its benchmark, Nifty Equity Savings Index, as of 13 Oct 2026.