Fundalysisby DARKHORSESTOCKS

Scheme

Sundaram Equity Savings Fund

Holds 62 companies worth ₹749 Cr in Sept 2026.

  • Fund house

    SundaramThe fund house that runs this scheme.

  • AUM

    ₹943 CrSundaram Equity Savings Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.9% on Aug 2026, ₹1,002 Cr.

  • Largest holding

    Bharti Airtel LimitedBharti Airtel Limited is 9.3% of this scheme's NAV.

  • Fund manager

    Rohit SeksariaRuns its co-manager part since 1 Dec 2018, as the fund house dates it. With Kumaresh Ramakrishnan (co-manager), Clyton Richard Fernandes (co-manager).

AUM(Dec 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026943−5.9%
Aug 20261,002−2.9%
Jul 20261,032−1.2%
Jun 20261,044−1.9%
May 20261,065−1.3%
Apr 20261,0790.0%
Mar 20261,079−8.7%
Feb 20261,182−1.2%
Jan 20261,196−0.9%
Dec 20251,207+0.6%
Nov 20251,200+2.4%
Oct 20251,171+1.6%
AUM at month end, Sept 2026
₹943 Cr
−19.5% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2021 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202614.76%+0.05 pt
Jun 202614.71%−1.27 pt
Mar 202615.98%+1.02 pt
Dec 202514.96%+0.04 pt
Direct plans' share of AUM, Sept 2026
14.76%
−0.19 pt since Dec 2025
Fig. 2.Sundaram Equity Savings Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Equity Savings Index. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−2.34%−2.45%––−1.11%
3 months *
−1.36%−1.72%––−0.35%
6 months *
+0.61%−0.12%––+2.54%
1 year
−0.77%−2.21%+0.41%−1.18 pt+2.31%
3 years
+8.35%+6.69%+7.06%+1.30 pt+8.29%
5 years
+8.42%+6.68%+6.48%+1.94 pt+7.31%
10 years
+9.01%+7.39%+8.36%+0.64 pt+8.87%
Since launch
+8.65%+7.88%+8.79%−0.13 pt+8.86%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Equity Savings Index. * From NAVs. Source: AMFI.