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

As on 07 Nov 2024

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

Hybrid

NAV

77.55

CAGR (3 Years)

12.10%

AUM (Cr)

994.80

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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Air Transport Service
2.76%
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Alcoholic Beverages
2.08%
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Automobile
13.17%
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Banks
28.57%
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Bearings
0.98%
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Capital Goods - Electrical Equipment
6.51%
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Capital Goods-Non Electrical Equipment
1.57%
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Castings, Forgings & Fastners
0.02%
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Cement
3.74%
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Chemicals
0.32%
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Consumer Durables
3.10%
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Credit Rating Agencies
1.79%
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Debt Others
20.96%
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Derivatives - Index
1.00%
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Diamond, Gems and Jewellery
0.92%
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E-Commerce/App based Aggregator
3.02%
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Finance
9.62%
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Financial Services
1.92%
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FMCG
4.07%
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Govt. Securities
19.16%
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Infrastructure Developers & Operators
3.70%
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Insurance
1.19%
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IT - Software
16.32%
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Logistics
2.04%
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Marine Port & Services
0.70%
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Mining & Mineral products
0.66%
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Non Ferrous Metals
2.10%
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Paints/Varnish
0.08%
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Pharmaceuticals
10.70%
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Power Generation & Distribution
0.79%
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Printing & Stationery
0.27%
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Realty
0.64%
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Refineries
14.98%
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Steel
0.40%
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T Bills
7.42%
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Telecomm-Service
11.73%
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Tobacco Products
0.19%
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Trading
0.81%

Market Capitalization

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