Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Category: Hybrid: Equity Savings
Launch Date: 05-01-2013
AUM:
₹ 1,037.71 Cr
Expense Ratio
2.18%
Benchmark
NIFTY Equity Savings TRI
ISIN
INF173K01213
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 -Mr. Sudhir Kedia, FM 2 -Mr. Rohit Seksaria, FM 3 -Mr. Dwijendra Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 7.81 | 13.37 | 12.5 |
| 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
70.1722
Last change
0.22 (0.3149%)
Fund Size (AUM)
₹ 1,037.71 Cr
Performance
8.39% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
An open ended scheme investing in equity, arbitrage and debt.The investment objective of the Scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments
Fund Manager
FM 1 -Mr. Sudhir Kedia, FM 2 -Mr. Rohit Seksaria, FM 3 -Mr. Dwijendra Srivastava
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 9.23 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 8.62 |
| 7.10% Central Government Securities 08/04/2034 | 6.53 |
| INFOSYS LIMITED EQ FV RS 5 | 5.22 |
| TREPS | 4.86 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.27 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.9 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.87 |
| ITC LIMITED EQ NEW FV RE.1/- | 2.54 |
| LIC Housing Finance Ltd - 6.65% - 15/02/2027 | 2.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 30.94 |
| Financial Services | 17.53 |
| Oil, Gas & Consumable Fuels | 9.23 |
| Telecommunication | 8.63 |
| Information Technology | 5.83 |
| Fast Moving Consumer Goods | 5.05 |
| Automobile and Auto Components | 4.92 |
| Healthcare | 3.65 |
| Capital Goods | 2.88 |
| Services | 2.6 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Equity Savings Fund Gr | 12.5 |
| DSP Equity Savings Reg Gr | 12.49 |
| LIC MF Equity Savings Fund Reg Gr | 11.07 |
| Mirae Asset Equity Savings Reg Gr | 13.99 |
| ICICI Pru Equity Savings Cum | 10.55 |
| Edelweiss Equity Savings Reg Gr | 11.36 |
| ABSL Equity Savings Reg Gr | 10.75 |
| Baroda BNP Paribas Equity Savings Reg Gr | 9.57 |
| SBI Equity Savings Reg Gr | 13.44 |
| Tata Equity Savings Reg Gr | 11.05 |