Sundaram Equity Savings Fund Growth
Hybrid - Equity SavingsNA
Riskometer
Moderate
AUM
976CR
NAV
67.015
Day Change
0.4985%
Min SIP
₹1,000
Min Lumpsum
₹1,000
One Year Nav Chart
Returns
Invest
Value of
Years
This Scheme
Investment
₹12000
Cur. Value
₹12090.31
Gain
₹90.31
CAGR
1.3835%
CAGR as on
4/10/2025
Peer Comparison
Funds Name
Rating
Returns
Details
Exit Load
0.50% on or before 7 Days
Benchmark
N/A
Expense Ratio
2.22%
Who is Eligible
Individuals
Lock-in Period
0 Years
YTM
7.05%
Portfolio Turnover
58.50%
Age
22 yrs 10 m 22 d
Modified Duration
2.86years
Avg Maturity
3.99years
Quarterly Returns of (%)
Year
Q1
Q2
Q3
Q4
2024
3.1%
4.86%
4.68%
-1.47%
2023
-2.25%
7.42%
3.96%
4.74%
2022
-0.28%
-3.55%
4.53%
2.7%
2021
3.41%
5.38%
6.28%
1.66%
2020
-9.76%
10.43%
4.85%
9.77%
2019
1.7%
1.38%
-0.42%
2.48%
Fund Manager
Asset Allocation as on date: 3/30/2025
Equity 69.7%
Debt 30.3%
Others 0.0%
Top Sector
Top Holdings
Petroleum Products
8.9%
Reliance Industries Ltd
8.9%
Telecom - Services
8.7%
Bharti Airtel Ltd
8.7%
Indus Towers Ltd (Prev Bharti Infratel Ltd)
0.0%
It - Software
6.3%
Infosys Ltd
5.6%
Tata Consultancy Services Ltd
0.4%
Tech Mahindra Ltd
0.3%
Banks
13.3%
ICICI Bank Ltd
3.3%
HDFC Bank Ltd
2.9%
Axis Bank Ltd
2.4%
Kotak Mahindra Bank Ltd
1.2%
State Bank of India
1.1%
Bank of Baroda
1.0%
The Federal Bank Ltd
0.8%
IndusInd Bank Ltd
0.6%
Automobiles
6.5%
Maruti Suzuki India Ltd
2.8%
Mahindra & Mahindra Ltd
1.4%
Force Motors Ltd
0.9%
TVS Motor Company Ltd
0.7%
Tata Motors Ltd
0.7%
Construction
1.7%
Larsen & Toubro Ltd
1.7%
Transport Services
2.4%
Interglobe Aviation Ltd
1.7%
Delhivery Ltd
0.7%
Diversified Fmcg
3.0%
Hindustan UniLever Ltd
1.7%
ITC Ltd
1.4%
Electrical Equipment
1.8%
GE Vernova T and D India Ltd
1.5%
Triveni Turbine Ltd
0.4%
Pharmaceuticals & Biotechnology
3.2%
Aurobindo Pharma Ltd
1.3%
Sun Pharmaceutical Industries Ltd
0.8%
Dr. Reddys Laboratories Ltd
0.5%
Mankind Pharma Ltd
0.3%
Lupin Ltd
0.2%
Neuland Laboratories Ltd
0.1%
Consumer Durables
1.3%
Johnson Controls-Hitachi AirConditioning India Ltd
1.3%
Asian Paints Ltd
0.0%
Titan Company Ltd
0.0%
Cement & Cement Products
1.6%
Ultratech Cement Ltd
1.1%
Dalmia Cement (Bharat) Ltd.
0.3%
Grasim Industries Ltd
0.1%
Ambuja Cements Ltd
0.1%
Non - Ferrous Metals
1.0%
Hindalco Industries Ltd
1.0%
Ferrous Metals
1.0%
JSW Steel Ltd
1.0%
Finance
2.1%
Bajaj Finance Ltd
0.9%
Cholamandalam Investment and Finance Company Ltd
0.7%
PNB Housing Finance Ltd
0.3%
Bajaj Finserv Ltd
0.1%
Healthcare Services
0.7%
Apollo Hospitals Enterprise Ltd
0.7%
Capital Markets
1.5%
ICRA Ltd
0.7%
Computer Age Management Services Ltd
0.5%
Multi Commodity Exchange of India Ltd
0.3%
Power
0.7%
NTPC LTD
0.7%
Retailing
1.5%
Info Edge (India) Ltd
0.6%
Zomato Ltd
0.6%
Aditya Birla Fashion and Retail Ltd
0.3%
Insurance
0.8%
HDFC Life Insurance Company Ltd
0.5%
SBI Life Insurance Company Ltd
0.3%
Auto Components
0.4%
Schaeffler India Ltd
0.4%
Metals & Minerals Trading
0.3%
Adani Enterprises
0.3%
Transport Infrastructure
0.3%
Adani Ports and Special Economic Zone Ltd
0.3%
Beverages
0.4%
United Spirits Ltd
0.3%
United Breweries Ltd
0.2%
Realty
0.2%
DLF Ltd
0.2%
Industrial Manufacturing
0.1%
Praj Industries Ltd
0.1%
Scheme DocumentDisclaimer
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.