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Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 21/02/25 )
NAV
₹15.41
Last change
₹-0.03 -0.0%
Fund Size (AUM)
1066.96 Cr
Performance
12.6% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
as of 21/02/25
AUM
1066.96 Cr
Expense Ratio
2.19 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01254
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 Reinvestment of Income Distribution cum Cap Wdrl | 8.07% | 10.4% | 12.6% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Reliance Industries Ltd |
8.08% |
7.1% Govt Stock 2034 |
6.24% |
Bharti Airtel Ltd |
5.02% |
Infosys Ltd |
4.59% |
Axis Bank Ltd |
3.52% |
ICICI Bank Ltd |
3.51% |
HCL Technologies Ltd |
3.09% |
Mahindra & Mahindra Ltd |
2.93% |
IndusInd Bank Ltd |
2.53% |
HDFC Bank Ltd |
2.47% |
Sector Allocation
Financial |
29.47% |
Consumer Cyclical |
13.86% |
Technology |
12.24% |
Energy |
11.55% |
Industrials |
9.23% |
Communication Services |
7.99% |
Consumer Defensive |
5.97% |
Healthcare |
4.93% |
Basic Materials |
3.67% |
Utilities Services |
0.75% |
Asset Allocation
-
50%
Others
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31%
Equity
-
19%
Debt
Risk and Return Category
Risk v/s Category
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Low
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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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11.19% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
12.6% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
12.6% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
10.87% (5Y)
-
-
Kotak Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
10.21% (5Y)
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