Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Category: Hybrid: Equity Savings
Launch Date: 05-01-2013
AUM:
₹ 848.56 Cr
Expense Ratio
2.16%
Benchmark
NIFTY Equity Savings TRI
ISIN
INF173K01213
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 19.89 | 11.12 | 10.36 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
65.0881
Last change
0.2 (0.3071%)
Fund Size (AUM)
₹ 848.56 Cr
Performance
8.42% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Dwijendra Srivastava, Sudhir Kedia, Rohit Seksaria
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 42.37 |
| 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 |
| Others | 3.19 |
| Reserve Bank of India% 364-D 02/01/2025 | 2.83 |
| ICICI Bank Ltd. | 2.68 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 48.12 |
| Financial | 17.72 |
| Services | 5.12 |
| Healthcare | 4.34 |
| Sovereign | 4.1 |
| Automobile | 3.86 |
| Capital Goods | 3.31 |
| Communication | 2.67 |
| Technology | 2.16 |
| Construction | 2.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Equity Savings Fund Gr | 10.36 |
| HSBC Equity Savings Fund Reg Gr | 12.35 |
| Invesco India Equity Savings Reg Gr | 9.2 |
| Kotak Equity Savings Reg Gr | 11.3 |
| SBI Equity Savings Reg Gr | 11.1 |
| Mahindra Manulife Equity Savings Reg Gr | 11.16 |
| HDFC Equity Savings Gr | 10.71 |
| Axis Equity Saver Reg Gr | 9.74 |
| Mirae Asset Equity Savings Reg Gr | 11.94 |
| UTI Equity Savings Reg Gr | 10.81 |