₹ 815.59 Cr
2.17%
NIFTY Equity Savings TRI
INF173K01247
100.0
100.0
250
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)- Half Yearly Income Distribution CUM Capital Withdrawal | 20.12 | 12.76 | 12.17 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
Company | Holdings (%) |
---|---|
Others | 30.81 |
Others | 9.05 |
HDFC Bank Ltd. | 7.22 |
Reliance Industries Ltd. | 6.48 |
Sundaram Liquid Direct-Growth | 4.32 |
Indusind Bank Ltd. | 4.31 |
Axis Bank Ltd. | 3.56 |
Infosys Ltd. | 3.22 |
Reserve Bank of India% 364-D 02/01/2025 | 2.93 |
ICICI Bank Ltd. | 2.86 |
Sector | Holdings (%) |
---|---|
Others | 41.32 |
Financial | 18.8 |
Services | 5.67 |
Healthcare | 4.69 |
Unclassified | 4.32 |
Automobile | 4.31 |
Sovereign | 4.25 |
Capital Goods | 3.24 |
Communication | 2.54 |
Technology | 2.31 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Equity Savings Fund Half Yearly IDCW | 12.17 |
HSBC Equity Savings Fund Reg Gr | 11.16 |
Invesco India Equity Savings Reg Gr | 8.65 |
Sundaram Equity Savings Fund Gr | 10.13 |
Kotak Equity Savings Reg Gr | 10.96 |
Mahindra Manulife Equity Savings Reg Gr | 11.41 |
SBI Equity Savings Reg Gr | 11.01 |
HDFC Equity Savings Gr | 10.7 |
UTI Equity Savings Reg Gr | 10.68 |
Axis Equity Saver Reg Gr | 9.6 |