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Compare Sundaram Equity Savings Fund vs HDFC Equity Savings Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.19 | 1.86 |
NAV | ₹68.61 | ₹64.34 |
Fund Started | 22 Apr 2002 | 20 Aug 2004 |
Fund Size | ₹976.11 Cr | ₹5429.65 Cr |
Exit Load | Exit load of 0.5% if redeemed within 7 days. | Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month. |
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.19
1.86
NAV
₹68.61
₹64.34
Fund Started
22 Apr 2002
20 Aug 2004
Fund Size
₹976.11 Cr
₹5429.65 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month.
Returns
1 Year | 8.88% | 6.80% |
3 Year | 11.75% | 10.50% |
5 Year | 12.54% | 13.71% |
1 Year
8.88%
6.80%
3 Year
11.75%
10.50%
5 Year
12.54%
13.71%
Holding Analysis
Equity | 33.96% | 35.60% |
Cash | 39.93% | 40.44% |
Equity
33.96%
35.60%
Cash
39.93%
40.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 8.90% |
Bharti Airtel Ltd. | 8.66% |
Infosys Ltd. | 5.64% |
ICICI Bank Ltd. | 3.28% |
HDFC Bank Ltd. | 2.90% |
Maruti Suzuki India Ltd. | 2.75% |
Axis Bank Ltd. | 2.43% |
Larsen & Toubro Ltd. | 1.73% |
Interglobe Aviation Ltd. | 1.66% |
Hindustan Unilever Ltd. | 1.66% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.73% |
Reliance Industries Ltd. | 5.61% |
ICICI Bank Ltd. | 5.15% |
Infosys Ltd. | 3.27% |
Titan Company Ltd. | 2.70% |
Larsen & Toubro Ltd. | 2.32% |
Sun Pharmaceutical Industries Ltd. | 2.30% |
Adani Ports and Special Economic Zone Ltd. | 2.24% |
State Bank of India | 1.86% |
Maruti Suzuki India Ltd. | 1.83% |
Fund Manager
Name | Dwijendra Srivastava | Anil Bamboli |
Start Date | 03 Nov 2015 | 16 Apr 2021 |
Name
Dwijendra Srivastava
Anil Bamboli
Start Date
03 Nov 2015
16 Apr 2021
About Fund
Description | The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. | The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. |
Launch Date | 22 Apr 2002 | 20 Aug 2004 |
Description
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.
Launch Date
22 Apr 2002
20 Aug 2004