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Sundaram Equity Savings Fund Growth
Hybrid equity savings
Overview ( as on 13/05/26 )
NAV
₹69.8
Last change
₹-0.04 -0.0%
Fund Size (AUM)
1079.02 Cr
Performance
9.47% (5Y)
Fund Details
Sundaram Equity Savings Fund Growth
as of 13/05/26
AUM
1079.02 Cr
Expense Ratio
2.19 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01213
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 Fund Growth | 1.03% | 9.44% | 9.47% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.69% |
Reliance Industries Ltd |
8.85% |
HDFC Bank Ltd |
7.39% |
ICICI Bank Ltd |
7.14% |
Axis Bank Ltd |
4.4% |
Larsen & Toubro Ltd |
3.71% |
State Bank of India |
3.21% |
Kotak Mahindra Bank Ltd |
3.01% |
Mahindra & Mahindra Ltd |
2.55% |
Patanjali Foods Ltd |
2.39% |
Sector Allocation
Financial |
39.32% |
Communication Services |
12.3% |
Energy |
11.41% |
Industrials |
8.03% |
Consumer Cyclical |
7.82% |
Basic Materials |
6.91% |
Consumer Defensive |
4.57% |
Technology |
4.18% |
Utilities Services |
2.75% |
Healthcare |
2.43% |
Asset Allocation
-
51%
Others
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36%
Equity
-
12%
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
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HSBC Equity Savings Fund
Hybrid equity savings-
Returns
-
11.33% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R Fund
Hybrid equity savings-
Returns
-
10.92% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R Fund
Hybrid equity savings-
Returns
-
10.31% (5Y)
-
-
Edelweiss Equity Savings Fund
Hybrid equity savings-
Returns
-
9.23% (5Y)
-
-
Edelweiss Equity Savings IDCW-P Fund
Hybrid equity savings-
Returns
-
9.23% (5Y)
-
-
Edelweiss Equity Savings IDCW-R Fund
Hybrid equity savings-
Returns
-
9.23% (5Y)
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