Hybrid
●
Equity Savings
Current NAV
₹70.64
Expense Ratio
2.22%
Min SIP
₹100
Fund Size
₹1033Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 7D
Alpha
0.33%
Beta
0.76
Sharpe Ratio
0.333269
Risk
12.55%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(7.38)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Clyton Richard Fernandes
Sundaram Equity Savings FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Ans.
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Ans. The Sundaram Equity Savings Fund has an AUM of ₹1032.94 Cr as on 7/9/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 10.86%. The risk is Moderate against the category average of 36.26.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Sundaram Equity Savings Fund.
Ans. The expense ratio of Sundaram Equity Savings Fund is 2.22%.