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Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings
Overview ( as on 21/11/24 )
NAV
₹15.45
Last change
₹0.07 +0.0%
Fund Size (AUM)
989.56 Cr
Performance
12.59% (5Y)
Fund Details
Sundaram Equity Svgs Hf Yr IDCW-P
as of 21/11/24
AUM
989.56 Cr
Expense Ratio
2.18 %
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 Svgs Hf Yr IDCW-P | 16.44% | 9.96% | 12.59% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
7.1% Govt Stock 2034 |
6.69% |
Reliance Industries Ltd |
5.58% |
Bharti Airtel Ltd |
4.86% |
Axis Bank Ltd |
4.26% |
Infosys Ltd |
3.64% |
ICICI Bank Ltd |
2.95% |
HDFC Bank Ltd |
2.77% |
IndusInd Bank Ltd |
2.47% |
Larsen & Toubro Ltd |
1.83% |
Maruti Suzuki India Ltd |
1.77% |
Sector Allocation
Financial |
30.48% |
Consumer Cyclical |
12.0% |
Industrials |
11.5% |
Technology |
10.4% |
Energy |
10.0% |
Communication Services |
9.44% |
Healthcare |
6.55% |
Basic Materials |
4.78% |
Consumer Defensive |
3.9% |
Utilities Services |
0.53% |
Asset Allocation
-
48%
Others
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38%
Equity
-
14%
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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HSBC Equity Savings Gr
Hybrid equity savings-
Returns
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12.92% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
12.82% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
12.55% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
10.81% (5Y)
-
-
Kotak Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
10.7% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
12.59% (5Y)
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