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Compare Sundaram Equity Savings Fund vs SBI Equity Savings Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.17 | 1.55 |
NAV | ₹70.34 | ₹23.81 |
Fund Started | 22 Apr 2002 | 11 May 2015 |
Fund Size | ₹1049.28 Cr | ₹5430.84 Cr |
Exit Load | Exit load of 0.5% if redeemed within 7 days. | Exit load of 0.10% if redeemed within 15 days. |
Risk
Moderate
High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.17
1.55
NAV
₹70.34
₹23.81
Fund Started
22 Apr 2002
11 May 2015
Fund Size
₹1049.28 Cr
₹5430.84 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load of 0.10% if redeemed within 15 days.
Returns
1 Year | 7.75% | 6.52% |
3 Year | 13.17% | 12.99% |
5 Year | 12.05% | 12.65% |
1 Year
7.75%
6.52%
3 Year
13.17%
12.99%
5 Year
12.05%
12.65%
Holding Analysis
Equity | 36.30% | 43.12% |
Cash | 39.05% | 34.99% |
Equity
36.30%
43.12%
Cash
39.05%
34.99%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.23% |
Bharti Airtel Ltd. | 8.62% |
Infosys Ltd. | 5.22% |
ICICI Bank Ltd. | 3.27% |
Axis Bank Ltd. | 2.90% |
HDFC Bank Ltd. | 2.87% |
ITC Ltd. | 2.54% |
Hindustan Unilever Ltd. | 2.25% |
GE Vernova T&D India Ltd. | 1.94% |
Maruti Suzuki India Ltd. | 1.53% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.77% |
Reliance Industries Ltd. | 5.71% |
Kotak Mahindra Bank Ltd. | 3.84% |
Larsen & Toubro Ltd. | 2.47% |
Axis Bank Ltd. | 2.39% |
ICICI Bank Ltd. | 2.38% |
Shree Cement Ltd. | 1.63% |
Indus Towers Ltd. | 1.49% |
Berger Paints India Ltd. | 1.26% |
Aster DM Healthcare Ltd. | 1.24% |
Fund Manager
Name | Dwijendra Srivastava | Nidhi Chawla |
Start Date | 03 Nov 2015 | 01 Jun 2024 |
Name
Dwijendra Srivastava
Nidhi Chawla
Start Date
03 Nov 2015
01 Jun 2024
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 generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity. |
Launch Date | 22 Apr 2002 | 11 May 2015 |
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 generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Launch Date
22 Apr 2002
11 May 2015