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Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 13/10/25 )
NAV
₹15.91
Last change
₹0.01 +0.0%
Fund Size (AUM)
1152.68 Cr
Performance
13.2% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
as of 13/10/25
AUM
1152.68 Cr
Expense Ratio
2.15 %
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 | 4.02% | 12.31% | 13.2% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.09% |
Reliance Industries Ltd |
8.08% |
ICICI Bank Ltd |
7.39% |
7.1% Govt Stock 2034 |
5.8% |
HDFC Bank Ltd |
5.02% |
State Bank of India |
4.08% |
Axis Bank Ltd |
3.68% |
Kotak Mahindra Bank Ltd |
2.43% |
Larsen & Toubro Ltd |
2.38% |
Mahindra & Mahindra Ltd |
2.27% |
Sector Allocation
Financial |
40.44% |
Communication Services |
12.53% |
Energy |
11.69% |
Consumer Cyclical |
8.11% |
Industrials |
7.55% |
Basic Materials |
6.41% |
Consumer Defensive |
5.46% |
Healthcare |
3.51% |
Technology |
2.38% |
Utilities Services |
1.53% |
Asset Allocation
-
46%
Others
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38%
Equity
-
16%
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
-
13.58% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
13.54% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R
Hybrid equity savings-
Returns
-
13.17% (5Y)
-
-
Kotak Equity Savings Growth
Hybrid equity savings-
Returns
-
11.45% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
13.2% (5Y)
-
-
Kotak Equity Savings Mn IDCW-R
Hybrid equity savings-
Returns
-
11.38% (5Y)
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