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Sundaram Equity Savings Fund Growth
Hybrid equity savings
Overview ( as on 26/07/24 )
NAV
₹66.49
Last change
₹0.33 +0.01%
Fund Size (AUM)
841.07 Cr
Performance
12.96% (5Y)
Fund Details
Sundaram Equity Savings Fund Growth
as of 26/07/24
AUM
841.07 Cr
Expense Ratio
2.16 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01213
Fund Manager
Sudhir Kedia
Exit Load
0% if redeemed after 0 years
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Equity Savings Fund Growth | 17.58% | 12.09% | 12.96% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
HDFC Bank Ltd |
8.49% |
Reliance Industries Ltd |
6.71% |
Bharti Airtel Ltd |
4.12% |
IndusInd Bank Ltd |
4.04% |
Infosys Ltd |
3.82% |
Axis Bank Ltd |
3.17% |
364 DTB 02052025 |
2.87% |
Bajaj Finance Ltd |
2.59% |
Tata Motors Ltd |
2.52% |
Maruti Suzuki India Ltd |
2.41% |
Sector Allocation
Financial |
33.85% |
Consumer Cyclical |
13.52% |
Energy |
9.91% |
Technology |
9.45% |
Industrials |
8.62% |
Communication Services |
7.6% |
Healthcare |
6.66% |
Basic Materials |
5.41% |
Consumer Defensive |
4.06% |
Utilities Services |
0.49% |
Asset Allocation
-
46%
Others
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42%
Equity
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12%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
-
Below Average
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Average
-
Above Average
-
High
Related Funds
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HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
13.09% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
12.85% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
12.72% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
11.9% (5Y)
-
-
Kotak Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
11.65% (5Y)
-
-
Sundaram Equity Svgs Gr
Hybrid equity savings-
Returns
-
12.96% (5Y)
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