Overview ( as on 17/08/22 )

NAV
₹15.35
Last change
₹0.05 +0.0%
Fund Size (AUM)
385.60 Cr
Performance
8.03% (5Y)

Fund Details

logo
Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl
as of 17/08/22
AUM

385.60 Cr

Expense Ratio

2.37 %

Benchmark

NIFTY Equity Savings TR INR

ISIN

INF173K01262

Fund Manager

Sudhir Kedia

Exit Load

0% if redeemed after 0 years


Fund Performance 1Y 3Y 5Y
Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl 8.09% 12.36% 8.03%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

HDFC Bank Ltd

7.75%

ICICI Bank Ltd

5.83%

Infosys Ltd

4.66%

5.22% Govt Stock 2025

3.74%

Tech Mahindra Ltd

3.61%

Ashok Leyland Ltd

3.55%

Hindustan Unilever Ltd

3.31%

Housing Development Finance Corp Ltd

2.9%

182 Dtb 01092022

2.58%

182 Dtb 08092022

2.58%

Sector Allocation

Financial

43.34%

Technology

15.67%

Consumer Cyclical

12.77%

Industrials

9.27%

Consumer Defensive

6.96%

Basic Materials

4.43%

Healthcare

3.5%

Energy

1.78%

Real Estate

1.69%

Communication Services

0.58%

Asset Allocation

  • 50%

    Others
  • 42%

    Equity
  • 8%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

Investment Performance

If you invested in this fund:
In the past (time duration):
Calculate
Total value today:
Returns:
0
+0%
If you invested in this fund:
In the past (time duration):
Calculate
Total value today:
Returns:
0
+0%
Minimum SIP
1000
Minimum Lumpsum
5000
Start Investing

Mutual funds by category

Expert Thoughts

...
General

Tools To Use On Fisdom for Personal Finance

...
Investment

SIPs and The Butterfly Effect

...
Personal Finance

The Optimistic Route: Mutual Funds