Sundaram Equity Savings Fund
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Growthvine rating: 2/5 — ranked #13 of 25 in category.
Fund basics
| Category | Hybrid: Equity Savings |
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| NAV | ₹69.60 (as of 2026-10-01) |
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| AUM | ₹1,002 Cr |
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| Expense ratio | 1.92% |
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| Riskometer | Moderate |
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| Fund manager | Clyton Richard Fernandes |
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| Exit load | 0.5% for redemption within 7 days |
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Performance & risk
| Sharpe ratio | 0.39 |
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| Standard deviation | 6.00% |
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| Max drawdown | −6.68% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 127.2% of NIFTY 50 Hybrid Short Duration Debt 25:75 Index's upside and 165.6% of its downside.
Market cap allocation
| Large cap | 77.8% |
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| Mid cap | 11.6% |
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| Small cap | 10.6% |
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Concentration
| Top 5 holdings | 34.3% |
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| Top 10 holdings | 48.0% |
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| Total holdings | 78 |
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Top holdings
- Net Receivable / Payable — 40.1%
- Bharti Airtel Ltd. — 8.9%
- ICICI Bank Ltd. — 7.8%
- Reliance Industries Ltd — 7.2%
- HDFC Bank Ltd. — 5.6%
- Margin Money For Derivatives — 5.0%
- AXIS Bank Ltd. — 4.8%
- TREPS — 3.7%
- Larsen & Toubro Limited — 3.6%
- Kotak Mahindra Bank Ltd. — 3.0%
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −3.4% | Q4 (Bottom) | #25 of 25 |
| 2025 | 6.4% | Q3 | #12 of 22 |
| 2024 | 12.6% | Q1 (Top) | #4 of 22 |
| 2023 | 15.3% | Q1 (Top) | #6 of 21 |