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Sundaram Equity Savings Fund Growth
Hybrid equity savings
Overview ( as on 15/06/26 )
NAV
₹70.42
Last change
₹0.49 +0.01%
Fund Size (AUM)
1064.37 Cr
Performance
8.72% (5Y)
Fund Details
Sundaram Equity Savings Fund Growth
as of 15/06/26
AUM
1064.37 Cr
Expense Ratio
2.2 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01213
Fund Manager
Rohit Seksaria
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 | -0.24% | 8.96% | 8.72% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.35% |
Reliance Industries Ltd |
8.21% |
ICICI Bank Ltd |
7.08% |
HDFC Bank Ltd |
6.78% |
Axis Bank Ltd |
4.53% |
Larsen & Toubro Ltd |
3.62% |
Kotak Mahindra Bank Ltd |
2.96% |
Patanjali Foods Ltd |
2.4% |
Mahindra & Mahindra Ltd |
2.38% |
LIC Housing Finance Ltd |
2.32% |
Sector Allocation
Financial |
39.08% |
Communication Services |
12.44% |
Energy |
11.06% |
Industrials |
8.8% |
Basic Materials |
7.48% |
Consumer Cyclical |
6.73% |
Consumer Defensive |
4.91% |
Technology |
3.65% |
Healthcare |
2.88% |
Utilities Services |
2.69% |
Asset Allocation
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53%
Others
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35%
Equity
-
13%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
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High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
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High
Related Funds
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HSBC Equity Savings Fund
Hybrid equity savings-
Returns
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10.79% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R Fund
Hybrid equity savings-
Returns
-
10.39% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R Fund
Hybrid equity savings-
Returns
-
9.64% (5Y)
-
-
Edelweiss Equity Savings IDCW-R Fund
Hybrid equity savings-
Returns
-
8.85% (5Y)
-
-
Edelweiss Equity Savings Fund
Hybrid equity savings-
Returns
-
8.83% (5Y)
-
-
Edelweiss Equity Savings IDCW-P Fund
Hybrid equity savings-
Returns
-
8.83% (5Y)
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