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Sundaram Equity Savings Fund – Hybrid Equity Savings Overview
Sundaram Equity Savings Fund offers hybrid exposure with ~38% equity and ~22% debt, delivering ~14.
Sundaram Equity Savings Fund, launched on May 23, 2002, is managed by Dwijendra Srivastava, Rohit Seksaria, and Clyton Richard Fernandes. As of October 2025, it has an AUM of ₹1,153 crore and a Direct Plan expense ratio of 0.60%.
The fund delivered 8.3% in 1 year, 12.8% in 3 years, and 14.6% in 5 years, outperforming category averages of 6.5%, 9.9%, and 10.3%.
It invests about 38% in equities, 16% in debt, and the rest in arbitrage/cash, with top holdings in Bharti Airtel, Reliance Industries, and ICICI Bank.
Mutual fund investments are subject to market risk. Read all scheme-related documents carefully.