Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan

Scheme Objective

"The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity."

Scheme Details

• Fund manager(s) – Dwijendra Srivastava , Rohit Seksaria , Clyton Richard Fernandes
• Launch date – 02-Jan-2013
• Expense ratio – 0.6% as declared on 31-Oct-2025 (category average is 0.69%)
• Benchmark - Nifty Equity Savings Index

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details