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Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
Hybrid equity savings
Overview ( as on 24/03/25 )
NAV
₹15.1
Last change
₹0.05 +0.0%
Fund Size (AUM)
1032.94 Cr
Performance
14.42% (5Y)
Fund Details
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
as of 24/03/25
AUM
1032.94 Cr
Expense Ratio
2.22 %
Benchmark
NIFTY Equity Savings TR INR
ISIN
INF173K01247
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 Half Yearly Payout of Income Distribution cum Cap Wdrl | 5.94% | 9.65% | 14.42% |
| NIFTY Equity Savings TR INR | - | - | - |
Top 10 Holdings
Reliance Industries Ltd |
7.92% |
7.1% Govt Stock 2034 |
6.43% |
Infosys Ltd |
5.73% |
Bharti Airtel Ltd |
4.78% |
Axis Bank Ltd |
3.74% |
ICICI Bank Ltd |
3.48% |
HCL Technologies Ltd |
2.91% |
Maruti Suzuki India Ltd |
2.69% |
Mahindra & Mahindra Ltd |
2.62% |
HDFC Bank Ltd |
2.6% |
Sector Allocation
Financial |
27.34% |
Technology |
14.56% |
Consumer Cyclical |
14.41% |
Energy |
11.76% |
Industrials |
8.71% |
Communication Services |
7.68% |
Healthcare |
5.03% |
Consumer Defensive |
5.0% |
Basic Materials |
4.41% |
Utilities Services |
0.77% |
Asset Allocation
-
51%
Others
-
29%
Equity
-
20%
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
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HSBC Equity Savings Qt IDCW-R
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-
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UTI Equity Savings Reg Gr
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UTI Equity Savings Reg IDCW-R
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14.33% (5Y)
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