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Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 13/03/26 )
NAV
₹14.86
Last change
₹-0.12 -0.01%
Fund Size (AUM)
1181.74 Cr
Performance
9.38% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
as of 13/03/26
AUM
1181.74 Cr
Expense Ratio
2.16 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01247
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 Half Yearly Payout of Income Distribution cum Cap Wdrl | 4.06% | 10.81% | 9.38% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Bharti Airtel Ltd |
9.05% |
HDFC Bank Ltd |
8.26% |
Reliance Industries Ltd |
8.17% |
ICICI Bank Ltd |
7.37% |
Axis Bank Ltd |
4.38% |
Larsen & Toubro Ltd |
3.29% |
Mahindra & Mahindra Ltd |
2.67% |
Kotak Mahindra Bank Ltd |
2.46% |
Bajaj Finance Ltd |
2.35% |
LIC Housing Finance Ltd |
2.11% |
Sector Allocation
Financial |
41.19% |
Communication Services |
11.85% |
Energy |
11.58% |
Consumer Cyclical |
9.03% |
Industrials |
8.89% |
Basic Materials |
5.95% |
Technology |
4.41% |
Utilities Services |
2.25% |
Healthcare |
2.24% |
Consumer Defensive |
2.21% |
Asset Allocation
-
48%
Others
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40%
Equity
-
11%
Debt
Risk and Return Category
Risk v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
-
Below Average
-
Average
-
Above Average
-
High
Related Funds
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HSBC Equity Savings Fund
Hybrid equity savings-
Returns
-
10.4% (5Y)
-
-
HSBC Equity Savings Qt IDCW-R Fund
Hybrid equity savings-
Returns
-
9.57% (5Y)
-
-
HSBC Equity Savings Mn IDCW-R Fund
Hybrid equity savings-
Returns
-
9.67% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-P Fund
Hybrid equity savings-
Returns
-
9.38% (5Y)
-
-
Sundaram Equity Svgs Hf Yr IDCW-R Fund
Hybrid equity savings-
Returns
-
9.38% (5Y)
-
-
Sundaram Equity Svgs Fund
Hybrid equity savings-
Returns
-
9.19% (5Y)
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