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Sundaram Equity Savings Fund Growth
Hybrid equity savings
Overview ( as on 04/10/24 )
NAV
₹68.01
Last change
₹-0.16 -0.0%
Fund Size (AUM)
926.21 Cr
Performance
13.61% (5Y)
Fund Details
Sundaram Equity Savings Fund Growth
as of 04/10/24
AUM
926.21 Cr
Expense Ratio
2.14 %
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 | 18.73% | 11.43% | 13.61% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Reliance Industries Ltd |
6.76% |
7.1% Govt Stock 2034 |
6.04% |
Infosys Ltd |
4.3% |
Bharti Airtel Ltd |
4.11% |
IndusInd Bank Ltd |
3.57% |
Axis Bank Ltd |
2.68% |
364 DTB 02052025 |
2.64% |
Bajaj Finance Ltd |
2.38% |
Maruti Suzuki India Ltd |
2.26% |
HDFC Bank Ltd |
2.2% |
Sector Allocation
Financial |
26.65% |
Consumer Cyclical |
13.15% |
Technology |
12.43% |
Energy |
10.93% |
Industrials |
10.75% |
Communication Services |
8.32% |
Healthcare |
7.48% |
Basic Materials |
5.09% |
Consumer Defensive |
4.23% |
Utilities Services |
0.53% |
Asset Allocation
-
43%
Equity
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41%
Others
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17%
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
-
Average
-
Above Average
-
High
Related Funds
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HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
13.5% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
13.39% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
12.07% (5Y)
-
-
Kotak Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
11.93% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
12.74% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
13.56% (5Y)
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