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Sundaram Equity Savings Fund Growth
Hybrid equity savings
Overview ( as on 21/04/26 )
NAV
₹70.81
Last change
₹0.26 +0.0%
Fund Size (AUM)
1070.66 Cr
Performance
10.25% (5Y)
Fund Details
Sundaram Equity Savings Fund Growth
as of 21/04/26
AUM
1070.66 Cr
Expense Ratio
2.19 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01213
Fund Manager
Dwijendra Srivastava
Exit Load
0.5% if redeemed within 0-7 days
0% if redeemed after 7 days
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Equity Savings Fund Growth | 3.16% | 10.93% | 10.25% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.47% |
Reliance Industries Ltd |
8.7% |
HDFC Bank Ltd |
7.51% |
ICICI Bank Ltd |
7.11% |
Axis Bank Ltd |
4.06% |
Larsen & Toubro Ltd |
2.8% |
Mahindra & Mahindra Ltd |
2.57% |
LIC Housing Finance Ltd |
2.32% |
Kotak Mahindra Bank Ltd |
2.31% |
6.48% Govt Stock 2035 |
2.25% |
Sector Allocation
Financial |
38.59% |
Communication Services |
12.83% |
Energy |
12.11% |
Consumer Cyclical |
8.68% |
Industrials |
8.22% |
Basic Materials |
6.96% |
Technology |
5.05% |
Utilities Services |
2.58% |
Healthcare |
2.43% |
Consumer Defensive |
2.2% |
Asset Allocation
-
50%
Others
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38%
Equity
-
13%
Debt
Risk and Return Category
Risk v/s Category
-
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 Fund
Hybrid equity savings-
Returns
-
11.63% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R Fund
Hybrid equity savings-
Returns
-
10.74% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R Fund
Hybrid equity savings-
Returns
-
10.34% (5Y)
-
-
Edelweiss Equity Savings Fund
Hybrid equity savings-
Returns
-
9.56% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P Fund
Hybrid equity savings-
Returns
-
10.44% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R Fund
Hybrid equity savings-
Returns
-
10.44% (5Y)
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