Overview ( as on 18/06/24 )

NAV
₹16.86
Last change
₹0.02 +0.0%
Fund Size (AUM)
848.56 Cr
Performance
10.28% (5Y)

Fund Details

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Sundaram Equity Svgs Qt IDCW-R
as of 18/06/24
AUM

848.56 Cr

Expense Ratio

2.16 %

Benchmark

NIFTY Equity Savings TR INR

ISIN

INF173K01270

Fund Manager

Sudhir Kedia

Exit Load

0% if redeemed after 0 years


Fund Performance 1Y 3Y 5Y
Sundaram Equity Svgs Qt IDCW-R 13.64% 10.19% 10.28%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

HDFC Bank Ltd

8.73%

Reliance Industries Ltd

6.08%

IndusInd Bank Ltd

4.0%

Bharti Airtel Ltd

3.88%

Axis Bank Ltd

3.54%

Infosys Ltd

3.4%

364 DTB 02052025

2.83%

ICICI Bank Ltd

2.68%

Maruti Suzuki India Ltd

2.46%

Bajaj Finance Ltd

2.42%

Sector Allocation

Financial

35.43%

Consumer Cyclical

12.68%

Industrials

9.81%

Energy

8.6%

Technology

8.44%

Communication Services

6.99%

Healthcare

6.34%

Basic Materials

6.16%

Consumer Defensive

4.69%

Utilities Services

0.46%

Asset Allocation

  • 48%

    Others
  • 40%

    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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Minimum SIP
1000
Minimum Lumpsum
5000
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