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

As on 26 Aug 2025

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

Hybrid

NAV

81.77

CAGR (3 Years)

13.18%

AUM (Cr)

1,116.40

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
0.43%
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Air Transport Service
2.99%
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Alcoholic Beverages
1.25%
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Auto Ancillaries
1.25%
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Automobile
6.60%
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Banks
35.25%
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Cables
0.34%
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Capital Goods - Electrical Equipment
0.83%
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Capital Goods-Non Electrical Equipment
1.07%
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Cement
1.67%
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Chemicals
0.32%
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Consumer Durables
1.28%
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Credit Rating Agencies
0.81%
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Debt Others
32.57%
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Derivatives - Index
2.16%
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Diamond, Gems and Jewellery
0.01%
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Diversified
0.51%
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Fertilizers
1.46%
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Finance
4.76%
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Financial Services
1.38%
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FMCG
3.82%
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Gas Distribution
0.36%
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Govt. Securities
18.91%
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Healthcare
1.02%
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Hotels & Restaurants
0.36%
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Infrastructure Developers & Operators
3.83%
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Insurance
2.06%
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IT - Software
13.66%
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Non Ferrous Metals
1.87%
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Pharmaceuticals
4.42%
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Plantation & Plantation Products
1.17%
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Power Generation & Distribution
2.04%
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Quick Service Restaurant
0.83%
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Realty
0.42%
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Refineries
18.50%
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Steel
1.67%
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Stock/ Commodity Brokers
0.37%
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T Bills
4.43%
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Telecomm Equipment & Infra Services
0.50%
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Telecomm-Service
18.23%
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Textiles
0.53%
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Tobacco Products
3.48%
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Trading
0.58%

Market Capitalization

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