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

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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
  • 41%

    Others
  • 17%

    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

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Minimum SIP
1000
Minimum Lumpsum
5000
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