Overview ( as on 07/06/23 )

NAV
₹54.16
Last change
₹-0.07 -0.0%
Fund Size (AUM)
422.89 Cr
Performance
9.2% (5Y)

Fund Details

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
as of 07/06/23
AUM

422.89 Cr

Expense Ratio

2.32 %

Benchmark

NIFTY Equity Savings TR INR

ISIN

INF173K01213

Fund Manager

Sudhir Kedia

Exit Load

0% if redeemed after 0 years

Fund Performance 1Y 3Y 5Y
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option 10.08% 14.63% 9.2%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

HDFC Bank Ltd
8.32%

ICICI Bank Ltd
6.57%

Infosys Ltd
4.91%

364 DTB 06072023
4.67%

Housing Development Finance Corp Ltd
3.75%

5.22% Govt Stock 2025
3.43%

Tech Mahindra Ltd
3.21%

Hindustan Unilever Ltd
2.82%

State Bank of India
2.8%

Ashok Leyland Ltd Shs Dematerialised
2.66%

Sector Allocation

Financial
48.61%

Technology
16.66%

Industrials
11.75%

Consumer Cyclical
9.59%

Consumer Defensive
5.57%

Basic Materials
4.04%

Energy
3.0%

Healthcare
0.78%

Asset Allocation

  • 52%

    Others

  • 42%

    Equity

  • 6%

    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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