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Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 21/01/25 )
NAV
₹15.47
Last change
₹-0.1 -0.01%
Fund Size (AUM)
1051.39 Cr
Performance
12.78% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
as of 21/01/25
AUM
1051.39 Cr
Expense Ratio
2.17 %
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 | 10.77% | 10.1% | 12.78% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Reliance Industries Ltd |
7.88% |
7.1% Govt Stock 2034 |
6.31% |
Bharti Airtel Ltd |
4.88% |
Axis Bank Ltd |
3.85% |
Infosys Ltd |
3.82% |
Mahindra & Mahindra Ltd |
2.99% |
ICICI Bank Ltd |
2.75% |
IndusInd Bank Ltd |
2.48% |
Larsen & Toubro Ltd |
2.4% |
LIC Housing Finance Ltd |
2.33% |
Sector Allocation
Financial |
29.86% |
Consumer Cyclical |
14.57% |
Energy |
12.92% |
Industrials |
10.47% |
Communication Services |
9.14% |
Technology |
8.68% |
Healthcare |
5.9% |
Basic Materials |
3.78% |
Consumer Defensive |
3.48% |
Utilities Services |
0.81% |
Asset Allocation
-
48%
Others
-
33%
Equity
-
20%
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
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12.66% (5Y)
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HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
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12.23% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
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11.92% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
10.86% (5Y)
-
-
Kotak Equity Savings Reg Mn IDCW-R
Hybrid equity savings-
Returns
-
10.77% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
12.78% (5Y)
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