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Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 19/01/26 )
NAV
₹15.45
Last change
₹-0.02 -0.0%
Fund Size (AUM)
1206.72 Cr
Performance
10.74% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
as of 19/01/26
AUM
1206.72 Cr
Expense Ratio
2.13 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01254
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 Reinvestment of Income Distribution cum Cap Wdrl | 6.31% | 11.38% | 10.74% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.91% |
Reliance Industries Ltd |
8.94% |
ICICI Bank Ltd |
7.05% |
7.1% Govt Stock 2034 |
5.54% |
HDFC Bank Ltd |
5.21% |
Axis Bank Ltd |
3.94% |
State Bank of India |
3.93% |
Larsen & Toubro Ltd |
2.87% |
Mahindra & Mahindra Ltd |
2.78% |
Kotak Mahindra Bank Ltd |
2.57% |
Sector Allocation
Financial |
40.24% |
Communication Services |
12.98% |
Energy |
12.46% |
Consumer Cyclical |
8.89% |
Industrials |
7.75% |
Basic Materials |
6.15% |
Consumer Defensive |
4.38% |
Technology |
2.97% |
Healthcare |
2.12% |
Utilities Services |
1.62% |
Asset Allocation
-
47%
Others
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39%
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
Related Funds
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HSBC Equity Savings Growth
Hybrid equity savings-
Returns
-
10.95% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
10.5% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
10.12% (5Y)
-
-
Kotak Equity Savings Growth
Hybrid equity savings-
Returns
-
10.24% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
10.74% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
10.74% (5Y)
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