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Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings
Overview ( as on 11/11/25 )
NAV
₹16.03
Last change
₹0.02 +0.0%
Fund Size (AUM)
1171.27 Cr
Performance
12.46% (5Y)
Fund Details
Sundaram Equity Svgs Hf Yr IDCW-R
as of 11/11/25
AUM
1171.27 Cr
Expense Ratio
2.14 %
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 Svgs Hf Yr IDCW-R | 6.51% | 11.58% | 12.46% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.92% |
Reliance Industries Ltd |
8.7% |
ICICI Bank Ltd |
7.33% |
7.1% Govt Stock 2034 |
5.73% |
HDFC Bank Ltd |
5.35% |
State Bank of India |
3.98% |
Axis Bank Ltd |
3.94% |
Larsen & Toubro Ltd |
2.88% |
Mahindra & Mahindra Ltd |
2.61% |
Kotak Mahindra Bank Ltd |
2.53% |
Sector Allocation
Financial |
39.64% |
Communication Services |
13.22% |
Energy |
12.14% |
Industrials |
8.12% |
Consumer Cyclical |
7.8% |
Basic Materials |
6.73% |
Consumer Defensive |
5.37% |
Healthcare |
2.9% |
Technology |
2.16% |
Utilities Services |
1.48% |
Asset Allocation
-
47%
Others
-
39%
Equity
-
15%
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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HSBC Equity Savings Growth
Hybrid equity savings-
Returns
-
12.99% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
12.58% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
12.81% (5Y)
-
-
Kotak Equity Savings Growth
Hybrid equity savings-
Returns
-
11.07% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
12.46% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
12.46% (5Y)
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