Sundaram Equity Savings Fund Reg-G

Fund Category: Equity Savings

Fund Category Equity Savings

Moderate Hybrid G

- Morning Star

- Value Research

NAV( 31 Dec 2021)

₹ 12.5

0.54%

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Sundaram Equity Savings Fund Reg-G

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Performance

7.49%3y Returns

-5.71% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.44%
Exit load

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 158 Cr
Plan

REGULAR
Launch date

16 Nov 2018
Fund type

OPEN
Fund benchmark

NIFTY Equity Savings Total Return Index
ISIN

INF903JA1GH5

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Bajaj Auto Ltd	0.77%
Hero Motocorp Ltd.	0.36%
Mahindra & Mahindra Ltd.	1.12%
Tata Motors Ltd.	0.35%
Bharti Airtel Ltd.	2.33%
Bharti Airtel Ltd. Rights	0.07%
Embassy Office Parks REIT	2.46%
Larsen & Toubro Ltd.	1.24%
The Ramco Cements Ltd.	0.48%
Ultratech Cement Ltd.	0.83%
Hindustan Petroleum Corporation Ltd.	0.4%
GAIL (India) Ltd.	0.31%
Bharat Petroleum Corporation Ltd.	0.59%
Reliance Industries Ltd.	5.51%
Bank Of Baroda	0.31%
LIC Housing Finance Ltd.	1.04%
Housing Development Finance Corpn. Ltd.	6.31%
HDFC Bank Ltd.	3.03%
The Federal Bank Ltd.	0.93%
Bajaj Finserv Ltd.	1.14%
Axis Bank Ltd.	2.04%
Max Financial Services Ltd.	0.44%
ICICI Bank Ltd.	5.47%
Kotak Mahindra Bank Ltd.	0.92%
Shriram Transport Finance Company Ltd.	0.32%
State Bank of India	1.73%
REC Ltd.	3.25%
Housing Development Finance Corpn. Ltd.	1.95%
REC Ltd.	1.33%
Hindustan Unilever Ltd.	5.2%
Nestle India Ltd.	0.21%
ITC Ltd.	2.77%
United Spirits Ltd.	2.42%
Tata Consumer Products Ltd.	2.16%
Divi's Laboratories Ltd.	0.53%
Gland Pharma Ltd.	0.24%
Sun Pharmaceutical Industries Ltd.	0.51%
Lupin Ltd.	1.05%
SBI Life Insurance Company Ltd.	0.44%
ICICI Prudential Life Insurance Company Ltd.	0.18%
HDFC Life Insurance Co Ltd.	0.7%
Hindalco Industries Ltd.	0.59%
Jindal Steel & Power Ltd.	2.25%
Tata Steel Ltd.	0.71%
Powergrid Infrastructure Investment Trust	0.5%
Container Corporation Of India Ltd.	0.21%
Zomato Ltd.	0.3%
GOI	6.35%
GOI	1.34%
Infosys Ltd.	2.88%
HCL Technologies Ltd.	0.51%
Tata Consultancy Services Ltd.	1.38%
Wipro Ltd.	0.25%
Tech Mahindra Ltd.	4.15%
Page Industries Ltd.	0.54%

Sectors

Company	Allocation %
Automobile	2.60%
Construction	5.01%
Consumer Staples	12.76%
Financial	30.21%
Textiles	0.54%
Services	1.01%
Sovereign	7.69%
Energy	6.81%
Technology	9.17%
Insurance	1.32%
Metals & Mining	3.55%
Healthcare	2.33%
Communication	2.40%

Risk Associated

Moderate

Investors be aware that principal under this fund will be at Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

46
AUM

₹ 56,229 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.