-
Sundaram Equity Savings Quarterly Reinvestment of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 12/05/25 )
NAV
₹16.97
Last change
₹0.19 +0.01%
Fund Size (AUM)
1003.54 Cr
Performance
14.93% (5Y)
Fund Details
Sundaram Equity Savings Quarterly Reinvestment of Income Distribution cum Cap Wdrl
as of 12/05/25
AUM
1003.54 Cr
Expense Ratio
2.22 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01270
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 Quarterly Reinvestment of Income Distribution cum Cap Wdrl | 10.02% | 12.51% | 14.93% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Reliance Industries Ltd |
9.54% |
Bharti Airtel Ltd |
9.06% |
7.1% Govt Stock 2034 |
6.8% |
Infosys Ltd |
5.24% |
ICICI Bank Ltd |
3.37% |
Axis Bank Ltd |
3.02% |
HDFC Bank Ltd |
2.97% |
ITC Ltd |
2.7% |
LIC Housing Finance Ltd |
2.47% |
364 DTB 18122025 |
2.4% |
Sector Allocation
Financial |
25.01% |
Energy |
14.12% |
Communication Services |
13.63% |
Consumer Cyclical |
9.65% |
Technology |
9.21% |
Industrials |
7.99% |
Consumer Defensive |
7.76% |
Healthcare |
5.7% |
Basic Materials |
5.68% |
Utilities Services |
0.91% |
Asset Allocation
-
45%
Others
-
34%
Equity
-
21%
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
-
Sundaram Equity Svgs Hf Yr IDCW-P
Hybrid equity savings-
Returns
-
15.25% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R
Hybrid equity savings-
Returns
-
15.25% (5Y)
-
-
HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
15.38% (5Y)
-
-
Sundaram Equity Svgs Gr
Hybrid equity savings-
Returns
-
15.02% (5Y)
-
-
Sundaram Equity Svgs Qt IDCW-P
Hybrid equity savings-
Returns
-
14.93% (5Y)
-
-
Sundaram Equity Svgs Qt IDCW-R
Hybrid equity savings-
Returns
-
14.93% (5Y)
-
