Archive · 20 Sep 2025
Sundaram Equity Savings Fund: Hybrid Fund Analysis
This fund is like a mix-and-match approach to investing.
It combines stocks, bonds, and ways to make money from price differences to try and give you steady returns.
The fund adjusts how much it puts in stocks based on market conditions, to manage risk.
It aims for growth while focusing on keeping risks low.
The fund invests in things like financial companies and cars, and uses a smart approach to pick the stocks and bonds it holds.
It historically delivered good returns but has shifted its focus to larger companies for stability.
Sundaram Equity Savings Fund is an equity savings fund offering a hybrid investment approach.
The fund invests in equities, debt, and arbitrage opportunities.
It aims for a 15-50% net equity exposure, adjusting based on market valuations.
The fund outperformed peers in 2023 and 2024 due to mid and small-cap exposure.
The fund's expense ratio is higher for regular plans compared to the category average.
- Who
- Sundaram Equity Savings Fund
- What
- An equity savings fund
- When
- September 2025 (Published)
- Where
- India
- Why
- To offer conservative investors better returns with lower equity risks.
- Fund Name
- Sundaram Equity Savings Fund (SESF)
- Fund Category
- Equity Savings Fund
- 10-Year Return
- 8.7%
- Net Equity Exposure
- 15-50%
- Expense Ratio (Regular)
- 2.15%
- Expense Ratio (Direct)
- 0.61%