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Sundaram Equity Savings Fund Direct Growth

Hybrid | Equity Savings

NAV

₹77.48 20 Jan 2025

Risk

Moderate  

Fund Size

₹1,051.39Cr  

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹100

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

0.5% if redeemed within 7 days Nil if redeemed after 7 days

Basic Details

Age

12 years 0 months (Since Jan 02, 2013)

Return since Launch

10.11%

Expense ratio

0.61%

Type

OPEN

AUM (Fund Size)

₹1,051.39

Risk Grade

Moderate

Benchmark

NIFTY Equity Savings Index TRI

Fund Manager

Sudhir Kedia

Asset Allocation

Reliance Industr 7.88%

Bharti Airtel 4.88%

Axis Bank 3.85%

Infosys 3.82%

M & M 2.99%

ICICI Bank 2.75%

IndusInd Bank 2.48%

Larsen & Toubro 2.40%

HDFC Bank 2.10%

Kotak Mah. Bank 2.00%

GE Vernova T&D 1.80%

Maruti Suzuki 1.79%

Hind. Unilever 1.51%

Interglobe Aviat 1.42%

Sun Pharma.Inds. 1.42%

Aurobindo Pharma 1.36%

Johnson Con. Hit 1.18%

HCL Technologies 1.09%

Multi Comm. Exc. 1.01%

Tech Mahindra 0.97%

PNB Housing 0.96%

Bajaj Finance 0.96%

Bank of Baroda 0.93%

St Bk of India 0.90%

H P C L 0.90%

Bharti Hexacom 0.87%

UltraTech Cem. 0.87%

Delhivery 0.87%

Hindalco Inds. 0.86%

ICRA 0.79%

Federal Bank 0.78%

Cholaman.Inv.&Fn 0.72%

Mankind Pharma 0.71%

Zomato Ltd 0.70%

Force Motors 0.69%

Tata Motors 0.69%

TVS Motor Co. 0.67%

Dr Reddy's Labs 0.66%

Info Edg.(India) 0.66%

United Breweries 0.66%

NTPC 0.57%

Aditya Bir. Fas. 0.55%

JSW Steel 0.54%

Triveni Turbine 0.48%

HDFC Life Insur. 0.46%

Schaeffler India 0.39%

Titan Company 0.38%

Adani Enterp. 0.30%

United Spirits 0.28%

DLF 0.28%

Adani Ports 0.27%

Dalmia BharatLtd 0.27%

TCS 0.23%

SBI Life Insuran 0.21%

Hero Motocorp 0.21%

Neuland Labs. 0.14%

TD Power Systems 0.13%

Bajaj Finserv 0.09%

Grasim Inds 0.05%

Ambuja Cements 0.05%

Asian Paints 0.03%

Indus Towers 0.01%

See All

GSEC2034 6.31%

TREPS 4.64%

LIC Housing Fin. 2.33%

TBILL-364D 2.23%

Canara Bank 2.22%

E X I M Bank 2.21%

N A B A R D 1.90%

Gsec2039 1.47%

GSEC2028 1.46%

S I D B I 1.42%

Power Fin.Corpn. 0.97%

REC Ltd 0.95%

Margin Money For Derivatives 0.77%

Gsec2029 0.48%

Net CA & Others 0.20%

See All
Scheme Holding Summary

Debt Others

16.84%

Banks

15.80%

Govt. Securities

9.72%

Refineries

8.78%

Automobile

7.04%

IT - Software

6.10%

Telecomm-Service

5.75%

Pharmaceuticals

4.29%

Finance

2.72%

Capital Goods - Electrical Equipment

2.41%

Infrastructure Developers & Operators

2.40%

T Bills

2.23%

FMCG

1.51%

Air Transport Service

1.42%

E-Commerce/App based Aggregator

1.36%

Consumer Durables

1.18%

Cement

1.18%

Financial Services

1.01%

Alcoholic Beverages

0.94%

Logistics

0.87%

Non Ferrous Metals

0.86%

Credit Rating Agencies

0.79%

Derivatives - Index

0.77%

Insurance

0.67%

Power Generation & Distribution

0.57%

Retail

0.55%

Steel

0.54%

Bearings

0.39%

Diamond, Gems and Jewellery

0.38%

Trading

0.30%

Realty

0.28%

Marine Port & Services

0.27%

Textiles

0.05%

Paints/Varnish

0.03%

Telecomm Equipment & Infra Services

0.01%

See All

Refineries

Reliance Industr 7.88%

H P C L 0.90%

Govt. Securities

GSEC2034 6.31%

Gsec2039 1.47%

GSEC2028 1.46%

Gsec2029 0.48%

Telecomm-Service

Bharti Airtel 4.88%

Bharti Hexacom 0.87%

Debt Others

TREPS 4.64%

LIC Housing Fin. 2.33%

Canara Bank 2.22%

E X I M Bank 2.21%

N A B A R D 1.90%

S I D B I 1.42%

Power Fin.Corpn. 0.97%

REC Ltd 0.95%

Net CA & Others 0.20%

Banks

Axis Bank 3.85%

ICICI Bank 2.75%

IndusInd Bank 2.48%

HDFC Bank 2.10%

Kotak Mah. Bank 2.00%

Bank of Baroda 0.93%

St Bk of India 0.90%

Federal Bank 0.78%

IT - Software

Infosys 3.82%

HCL Technologies 1.09%

Tech Mahindra 0.97%

TCS 0.23%

Automobile

M & M 2.99%

Maruti Suzuki 1.79%

Force Motors 0.69%

Tata Motors 0.69%

TVS Motor Co. 0.67%

Hero Motocorp 0.21%

Infrastructure Developers & Operators

Larsen & Toubro 2.40%

T Bills

TBILL-364D 2.23%

Capital Goods - Electrical Equipment

GE Vernova T&D 1.80%

Triveni Turbine 0.48%

TD Power Systems 0.13%

FMCG

Hind. Unilever 1.51%

Air Transport Service

Interglobe Aviat 1.42%

Pharmaceuticals

Sun Pharma.Inds. 1.42%

Aurobindo Pharma 1.36%

Mankind Pharma 0.71%

Dr Reddy's Labs 0.66%

Neuland Labs. 0.14%

Consumer Durables

Johnson Con. Hit 1.18%

Financial Services

Multi Comm. Exc. 1.01%

Finance

PNB Housing 0.96%

Bajaj Finance 0.96%

Cholaman.Inv.&Fn 0.72%

Bajaj Finserv 0.09%

Cement

UltraTech Cem. 0.87%

Dalmia BharatLtd 0.27%

Ambuja Cements 0.05%

Logistics

Delhivery 0.87%

Non Ferrous Metals

Hindalco Inds. 0.86%

Credit Rating Agencies

ICRA 0.79%

Derivatives - Index

Margin Money For Derivatives 0.77%

E-Commerce/App based Aggregator

Zomato Ltd 0.70%

Info Edg.(India) 0.66%

Alcoholic Beverages

United Breweries 0.66%

United Spirits 0.28%

Power Generation & Distribution

NTPC 0.57%

Retail

Aditya Bir. Fas. 0.55%

Steel

JSW Steel 0.54%

Insurance

HDFC Life Insur. 0.46%

SBI Life Insuran 0.21%

Bearings

Schaeffler India 0.39%

Diamond, Gems and Jewellery

Titan Company 0.38%

Trading

Adani Enterp. 0.30%

Realty

DLF 0.28%

Marine Port & Services

Adani Ports 0.27%

Textiles

Grasim Inds 0.05%

Paints/Varnish

Asian Paints 0.03%

Telecomm Equipment & Infra Services

Indus Towers 0.01%

See All
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Your investment will be at Moderate Risk

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Torus Digital Private Limited

IRDAI registration No : CA0834 , CIN:- U72900MH2021PTC359702

 
Torus Financial Markets Private Limited

SEBI Registration No’s:-  StockBroker-INZ000299936 | CDSL DP IN-DP-664-2022 | Research Analyst – INH000008695

AMFI ARN (Corporate):- 241161 | BSE MFD :- 56221

BSE Member ID (Cash & Derivative):- 6761 |
NSE Member ID (Cash & Derivative):- 90245, CMID:M70022

CIN:- U65990MH2021PTC356714

 
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Torus Financial Markets Private Limited
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