Overview ( as on 19/04/24 )

NAV
₹62.43
Last change
₹0.13 +0.0%
Fund Size (AUM)
741.55 Cr
Performance
11.69% (5Y)

Fund Details

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Sundaram Equity Savings Fund Growth
as of 19/04/24
AUM

741.55 Cr

Expense Ratio

2.21 %

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 20.36% 12.91% 11.69%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

HDFC Bank Ltd

7.33%

Reliance Industries Ltd

7.1%

ICICI Bank Ltd

5.12%

Infosys Ltd

4.18%

Axis Bank Ltd

3.61%

182 DTB 07032023

3.37%

Tata Motors Ltd

2.74%

Hindustan Unilever Ltd

2.05%

7.37% Govt Stock 2028

2.05%

Small Industries Development Bank Of India

2.01%

Sector Allocation

Financial

37.63%

Consumer Cyclical

12.6%

Energy

11.25%

Technology

9.83%

Industrials

9.33%

Healthcare

7.42%

Consumer Defensive

6.61%

Basic Materials

4.19%

Communication Services

0.78%

Utilities Services

0.36%

Asset Allocation

  • 50%

    Others
  • 40%

    Equity
  • 11%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

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Minimum SIP
1000
Minimum Lumpsum
5000
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