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Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 20/12/24 )
NAV
₹15.67
Last change
₹-0.07 -0.0%
Fund Size (AUM)
1004.76 Cr
Performance
13.06% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
as of 20/12/24
AUM
1004.76 Cr
Expense Ratio
2.19 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01247
Fund Manager
Sudhir Kedia
Exit Load
0.5% if redeemed within 0-7 days
0% if redeemed after 7 days
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl | 13.55% | 11.77% | 13.06% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
7.1% Govt Stock 2034 |
6.61% |
Reliance Industries Ltd |
6.04% |
Bharti Airtel Ltd |
5.23% |
Bank Of Baroda |
4.97% |
Punjab National Bank |
4.96% |
Axis Bank Ltd |
4.12% |
Infosys Ltd |
3.95% |
ICICI Bank Ltd |
2.92% |
IndusInd Bank Ltd |
2.55% |
Canara Bank |
2.48% |
Sector Allocation
Financial |
29.55% |
Consumer Cyclical |
12.26% |
Industrials |
11.33% |
Technology |
10.87% |
Energy |
10.57% |
Communication Services |
10.02% |
Healthcare |
6.07% |
Basic Materials |
4.11% |
Consumer Defensive |
3.85% |
Utilities Services |
0.95% |
Asset Allocation
-
49%
Others
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37%
Equity
-
14%
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
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HSBC Equity Savings Mn IDCW-R
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13.61% (5Y)
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HSBC Equity Savings Qt IDCW-R
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13.33% (5Y)
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Kotak Equity Savings Reg Gr
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11.08% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
13.06% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
13.06% (5Y)
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