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Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 12/09/25 )
NAV
₹15.82
Last change
₹0.02 +0.0%
Fund Size (AUM)
1140.00 Cr
Performance
13.3% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
as of 12/09/25
AUM
1140.00 Cr
Expense Ratio
2.15 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01247
Fund Manager
Dwijendra Srivastava
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 | 0.71% | 11.25% | 13.3% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
8.84% |
Reliance Industries Ltd |
7.89% |
ICICI Bank Ltd |
6.05% |
7.1% Govt Stock 2034 |
5.85% |
Infosys Ltd |
4.82% |
HDFC Bank Ltd |
4.35% |
State Bank of India |
3.74% |
Larsen & Toubro Ltd |
2.37% |
Kotak Mahindra Bank Ltd |
2.19% |
LIC Housing Finance Ltd |
2.19% |
Sector Allocation
Financial |
34.9% |
Communication Services |
12.66% |
Energy |
12.15% |
Technology |
8.37% |
Industrials |
7.46% |
Consumer Cyclical |
6.62% |
Consumer Defensive |
6.39% |
Basic Materials |
5.73% |
Healthcare |
3.73% |
Utilities Services |
1.55% |
Asset Allocation
-
44%
Others
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38%
Equity
-
18%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
-
Low
-
Below Average
-
Average
-
Above Average
-
High
Related Funds
-
HSBC Equity Savings Growth
Hybrid equity savings-
Returns
-
13.88% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
13.81% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
13.45% (5Y)
-
-
Kotak Equity Savings Growth
Hybrid equity savings-
Returns
-
11.53% (5Y)
-
-
Kotak Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
11.46% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
13.3% (5Y)
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