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

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Sundaram Equity Savings Quarterly Reinvestment 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

INF173K01270

Fund Manager

Sudhir Kedia

Exit Load

0% if redeemed after 0 years

Fund Performance 1Y 3Y 5Y
Sundaram Equity Savings Quarterly Reinvestment 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

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Minimum SIP
1000
Minimum Lumpsum
5000
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