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Funds

Sundaram Equity Savings Fund

See the fund house's risk level(opens in a new tab) · Equity Savings

Equity Savings funds are often used for a mix of shares, bonds and arbitrage. Values can fall.

Sundaram Mutual Fund · Regular · Growth

Price per unit ₹69.93 on 16 Oct 2026

How it has done

Past performance may or may not be sustained in future and is not a guarantee of future returns.

+6.7% a year

Over the 3 years to 16 Oct 2026.

Middle return of funds of this type we offer: +6.8% a year, to 16 Oct 2026.

Price per unit (NAV)

What you pay and when you can withdraw
Smallest SIP
₹100 a month
Smallest one-time amount
₹100
When you can withdraw
No lock-in on our records. You can ask to withdraw on any working day.
Yearly running cost
Taken out of the fund's value every day, so it lowers your returns. It isn't billed separately.See the rate (expense ratio) on the fund house's site(opens in a new tab)
Stamp duty
₹5 on every ₹1 lakh you invest (0.005%), paid to the government.
If you had invested

What a past investment would be worth today.

Started

₹

Five thousand rupees

Based on actual past NAVs. Past performance may or may not be sustained in future and is not a guarantee of future returns. Leaves out stamp duty, early-withdrawal fees and tax. It is not a forecast.

₹5,000 a month for 36 months, from 16 Oct 2023, would be worth ₹1,87,515 on 16 Oct 2026.

You put in
₹1,80,000
Worth now
₹1,87,515
Yearly return
+2.7%
Fund details
Price per unit (NAV)
₹69.9340 on 16 Oct 2026
Fund house
Sundaram Mutual Fund
Plan
Regular plan, Growth option
Type
Equity Savings
SIP dates
Any date from 1 to 28
ISIN (the fund's ID code)
INF173K01213

About Sundaram Equity Savings Fund

Sundaram Equity Savings Fund is an Equity Savings fund from Sundaram Mutual Fund. This page is for its Regular plan, Growth option. Equity Savings funds are often used for a mix of shares, bonds and arbitrage. Values can fall. Its new fund offer opened on 01 Jan 2010. The fund house publishes its risk level (riskometer) in its monthly factsheet. SIPs start from ₹100 a month; one-time investments from ₹100. No lock-in on our records. You can ask to withdraw on any working day. Fee if you withdraw early: see the scheme documents. Its NAV (price per unit) was ₹69.9340 on 16 Oct 2026.

Past returns next to similar funds

Past performance may or may not be sustained in future and is not a guarantee of future returns.

Past returns next to similar funds
PeriodThis fundMiddle of similar funds we offer
1 year−2.3% in total+1.6% in total
3 years+6.7% a year+6.8% a year

This fund's returns run to 16 Oct 2026, from its NAVs. Similar funds: the middle return of the Equity Savings funds we offer, to 16 Oct 2026.

Questions about this fund

What is the NAV of Sundaram Equity Savings Fund?
The NAV of Sundaram Equity Savings Fund was ₹69.9340 on 16 Oct 2026. It is the price per unit of the Regular plan, Growth option. It changes on every working day.
What is the minimum SIP amount for Sundaram Equity Savings Fund?
The smallest SIP is ₹100 a month, as on our records. The fund house can change it. The smallest one-time investment is ₹100.
Is there an exit load on Sundaram Equity Savings Fund?
Fee if you withdraw early: see the scheme documents.
What is the risk level of Sundaram Equity Savings Fund?
The fund house publishes its risk level (riskometer) in its monthly factsheet. We don't have it on our records yet.
How do I invest in Sundaram Equity Savings Fund?
Choose SIP or one-time on this page and enter an amount. If you are new, sign up and open your account first. Orders are placed on NSE's mutual fund platform. Your money goes to the fund house, never to us.