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Sundaram Equity Savings Fund
Fund Overview
| AUM (Fund size) | ₹1,171 Cr |
| Exit load | 0.5% |
| Lock-in Period | Nil |
| Age | 23 yrs 7 m since Apr 22, 2002 |
| Benchmark | NIFTY Equity Savings TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.14% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderate |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Sundaram Equity Savings Fund | 0.68% | 3.98% | 8.36% | 11.56% | 10.77% | 8.73% |
| Kotak Equity Savings Fund | 1.26% | 6.19% | 10.0% | 12.11% | 11.13% | 9.62% |
| UTI Equity Savings Fund | 1.14% | 3.7% | 8.31% | 10.9% | 11.25% | 6.53% |
| Edelweiss Equity Savings Fund | 0.37% | 5.2% | 10.35% | 11.42% | 10.45% | 9.24% |
| Tata Equity Savings Fund | 0.93% | 3.26% | 7.6% | 9.98% | 9.37% | 7.8% |
| ICICI Prudential Equity Savings Fund | 0.7% | 3.99% | 8.47% | 9.01% | 9.21% | 8.4% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Sundaram Equity Savings Fund | 5.11 | 0.64 | 0.85 | 1.48 |
| Kotak Equity Savings Fund | 5.01 | 0.65 | 0.99 | 1.24 |
| UTI Equity Savings Fund | 4.16 | 0.56 | 0.96 | 1.45 |
| Edelweiss Equity Savings Fund | 3.62 | 0.46 | 1.25 | 1.70 |
| Tata Equity Savings Fund | 3.55 | 0.46 | 0.90 | 1.49 |
| ICICI Prudential Equity Savings Fund | 2.28 | 0.27 | 0.98 | 1.59 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Sundaram Equity Savings Fund | 1,171 Cr | 23 yrs 7 m | 2.14% |
| Kotak Equity Savings Fund | 9,023 Cr | 11 yrs 2 m | 1.75% |
| UTI Equity Savings Fund | 746 Cr | 7 yrs 3 m | 1.64% |
| Edelweiss Equity Savings Fund | 1,028 Cr | 11 yrs 2 m | 1.59% |
| Tata Equity Savings Fund | 272 Cr | 28 yrs 8 m | 1.13% |
| ICICI Prudential Equity Savings Fund | 16,994 Cr | 11 yrs | 0.98% |