Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option
Category: Hybrid: Equity Savings
Launch Date: 05-01-2013
AUM:
₹ 1,152.68 Cr
Expense Ratio
2.14%
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 | 6.22 | 11.39 | 11.23 |
| 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
71.7576
Last change
-0.05 (-0.0645%)
Fund Size (AUM)
₹ 1,152.68 Cr
Performance
8.36% (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 (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 9.09 |
| RELIANCE INDUSTRIES LIMITED EQ | 8.08 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.39 |
| 7.10% Central Government Securities 08/04/2034 | 5.8 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.02 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.08 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.68 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 2.43 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.38 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.27 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.98 |
| Telecommunication | 9.29 |
| Oil, Gas & Consumable Fuels | 8.82 |
| Automobile and Auto Components | 4.5 |
| Fast Moving Consumer Goods | 4.05 |
| Healthcare | 2.59 |
| Construction | 2.38 |
| Capital Goods | 2.02 |
| Metals & Mining | 1.87 |
| Information Technology | 1.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Equity Savings Fund Gr | 11.23 |
| LIC MF Equity Savings Fund Reg Gr | 10.02 |
| Edelweiss Equity Savings Reg Gr | 10.9 |
| ABSL Equity Savings Reg Gr | 9.45 |
| Mirae Asset Equity Savings Reg Gr | 11.79 |
| Kotak Equity Savings Reg Gr | 11.49 |
| ICICI Pru Equity Savings Cum | 9.72 |
| HSBC Equity Savings Fund Reg Gr | 13.48 |
| Baroda BNP Paribas Equity Savings Reg Gr | 8.48 |
| Tata Equity Savings Reg Gr | 9.74 |