Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

As on 30 Oct 2025

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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Hybrid

NAV

83.82

CAGR (3 Years)

13.04%

AUM (Cr)

1,152.68

Risk

Moderate Risk

About Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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.

Breakdown of this Fund

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Aerospace & Defence
1.88%
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Air Transport Service
1.47%
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Alcoholic Beverages
1.12%
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Auto Ancillaries
1.56%
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Automobile
6.65%
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Banks
42.75%
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Cables
0.28%
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Capital Goods - Electrical Equipment
0.38%
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Capital Goods-Non Electrical Equipment
1.47%
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Cement
2.03%
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Chemicals
0.73%
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Consumer Durables
1.05%
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Credit Rating Agencies
0.73%
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Debt Others
30.48%
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Derivatives - Index
1.74%
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E-Commerce/App based Aggregator
0.52%
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Fertilizers
1.53%
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Finance
8.59%
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Financial Services
0.98%
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FMCG
3.87%
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Gas Distribution
0.33%
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Govt. Securities
17.95%
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Healthcare
1.11%
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Hotels & Restaurants
0.34%
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Infrastructure Developers & Operators
4.75%
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Insurance
1.50%
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IT - Software
7.74%
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Non Ferrous Metals
1.92%
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Pharmaceuticals
4.15%
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Plantation & Plantation Products
1.31%
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Power Generation & Distribution
1.91%
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Preference n Warrants
0.01%
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Quick Service Restaurant
1.30%
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Realty
0.61%
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Refineries
17.09%
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Steel
1.69%
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Stock/ Commodity Brokers
0.35%
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T Bills
4.30%
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Telecom Equipment & Infra Services
0.20%
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Telecom-Service
9.09%
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Telecomm Equipment & Infra Services
0.20%
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Telecomm-Service
8.84%
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Textiles
0.95%
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Tobacco Products
2.31%
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Trading
0.25%

Market Capitalization

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