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Sundaram Equity Savings Fund Growth
Hybrid equity savings
Overview ( as on 29/04/25 )
NAV
₹68.64
Last change
₹0.02 +0.0%
Fund Size (AUM)
976.11 Cr
Performance
14.62% (5Y)
Fund Details
Sundaram Equity Savings Fund Growth
as of 29/04/25
AUM
976.11 Cr
Expense Ratio
2.22 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01213
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 Fund Growth | 8.46% | 10.92% | 14.62% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Reliance Industries Ltd |
8.9% |
Bharti Airtel Ltd |
8.66% |
7.1% Govt Stock 2034 |
6.88% |
Infosys Ltd |
5.64% |
ICICI Bank Ltd |
3.28% |
HDFC Bank Ltd |
2.9% |
Maruti Suzuki India Ltd |
2.75% |
LIC Housing Finance Ltd |
2.53% |
364 DTB 18122025 |
2.45% |
Canara Bank |
2.44% |
Sector Allocation
Financial |
24.66% |
Communication Services |
13.31% |
Energy |
13.22% |
Consumer Cyclical |
13.06% |
Technology |
9.81% |
Industrials |
9.13% |
Healthcare |
5.41% |
Basic Materials |
5.17% |
Consumer Defensive |
4.94% |
Utilities Services |
0.94% |
Asset Allocation
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46%
Others
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33%
Equity
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21%
Debt
Risk and Return Category
Risk v/s Category
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Low
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Below Average
-
Average
-
Above Average
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High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
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High
Related Funds
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HSBC Equity Savings Gr
Hybrid equity savings-
Returns
-
14.86% (5Y)
-
-
Sundaram Equity Svgs Gr
Hybrid equity savings-
Returns
-
14.62% (5Y)
-
-
UTI Equity Savings Reg IDCW-P
Hybrid equity savings-
Returns
-
13.29% (5Y)
-
-
UTI Equity Savings Reg Gr
Hybrid equity savings-
Returns
-
13.29% (5Y)
-
-
UTI Equity Savings Reg IDCW-R
Hybrid equity savings-
Returns
-
13.29% (5Y)
-
-
UTI Equity Savings Reg Mn IDCW-P
Hybrid equity savings-
Returns
-
13.29% (5Y)
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