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Sundaram Equity Savings Fund Growth INF173K01213

NAV / 1-Day Return
Total Assets
10.3 Bil
Inception Date
May 23, 2002
Expense Ratio
2.220%
Fee Level
—
Load
Multiple
Category
India Fund Equity Savings
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Limited
Status
Open
TTM Yield
0.00%
Turnover
431%



Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
64 38
Bond Holding
11 0
Other Holding
6 0
Total Holding
81 38
Equity Holdings
64
Bond Holdings
11
Other Holdings
6
Total Holdings
81
% Assets in Top 10 Holdings
13
Reported Turnover %
431.04
As of 03 / 31 / 24
Women Directors %
20
Women Executives %
11
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Reliance Industries Ltd
7.92 Jul 31, 2018 817,868,150
INR Indian Rupee
-13.85 — — — Energy
Infosys Ltd
5.73 Jun 30, 2021 591,876,390
INR Indian Rupee
8.12 21.28 Narrow — Technology
Bharti Airtel Ltd
4.78 Apr 30, 2024 494,024,175
INR Indian Rupee
41.74 — — — Communication Services
Axis Bank Ltd
3.74 Sep 30, 2017 386,416,775
INR Indian Rupee
5.21 — — — Financial Services
ICICI Bank Ltd
3.48 Sep 30, 2018 359,785,080
INR Indian Rupee
24.24 18.80 — — Financial Services
HCL Technologies Ltd
2.91 May 31, 2024 300,992,055
INR Indian Rupee
7.06 — — — Technology
Maruti Suzuki India Ltd
2.69 Nov 30, 2019 278,338,305
INR Indian Rupee
-7.56 21.69 — — Consumer Cyclical
Mahindra & Mahindra Ltd
2.62 May 31, 2024 270,530,715
INR Indian Rupee
39.84 22.22 — — Consumer Cyclical
HDFC Bank Ltd
2.60 Jan 31, 2018 268,522,000
INR Indian Rupee
27.61 — — — Financial Services
Kotak Mahindra Bank Ltd
2.17 Dec 31, 2024 223,786,920
INR Indian Rupee
21.71 — — — Financial Services
Holdings as of Feb 28, 2025 | The top 81 largest holdings are available for display across Equity, Bond and Other.


STOCKS
MUTUAL FUNDS
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INSURANCE FUNDS
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