SUNDARAM EQUITY SAVINGS FUND REGULAR PLAN IDCW REINVESTMENT
12.5
0.0
as on 26-Mar-2025
HYBRID
| EQUITY SAVINGS
9.85
1 YEAR RETURNS
10.67
3 YEAR RETURNS
14.05
5 YEAR RETURNS
200000.0
Minimum Investment200000.0
Minimum SIP Investment200000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| HSBC EQUITY SAVINGS FUND - MONTHLY IDCW REINVESTENT | 5 | 14.58 | 10.15 | 10.47 | 15.75 | Buy |
| HSBC EQUITY SAVINGS FUND - QUARTERLY IDCW REINVESTENT | 5 | 15.7 | 10.15 | 10.47 | 15.75 | Buy |
| KOTAK EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW REINVESTMENT | 5 | 18.24 | 7.26 | 10.55 | 14.41 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - QUARTERLY IDCW REINVESTMENT | 4 | 21.47 | 7.97 | 9.65 | 15.06 | Buy |
| SBI EQUITY SAVINGS FUND - REGULAR PLAN - MONTHLY IDCW REINVESTMENT | 4 | 21.05 | 7.97 | 9.65 | 15.06 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Housing Development Finance Corporation Ltd | 7.73 |
| 2 | Reliance Industries Ltd | 6.57 |
| 3 | HDFC Bank Ltd | 6.2 |
| 4 | Infosys Ltd | 4.03 |
| 5 | REC Ltd | 3.61 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Banks | 9.8 |
| 2 | Computers - Software - Large | 8.31 |
| 3 | Finance - Housing | 7.73 |
| 4 | Finance & Investments | 7.37 |
| 5 | Refineries | 6.95 |