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Compare Sundaram Equity Savings Fund vs UTI 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 | ₹500 |
Expense Ratio | 2.14 | 1.64 |
NAV | ₹71.86 | ₹18.75 |
Fund Started | 22 Apr 2002 | 10 Aug 2018 |
Fund Size | ₹1171.27 Cr | ₹746.37 Cr |
Exit Load | Exit load of 0.5% if redeemed within 7 days. | Exit load of 1%, if redeemed within 30 days. |
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.14
1.64
NAV
₹71.86
₹18.75
Fund Started
22 Apr 2002
10 Aug 2018
Fund Size
₹1171.27 Cr
₹746.37 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 7.02% | 7.39% |
3 Year | 11.15% | 10.64% |
5 Year | 10.79% | 11.30% |
1 Year
7.02%
7.39%
3 Year
11.15%
10.64%
5 Year
10.79%
11.30%
Holding Analysis
Equity | 38.46% | 35.40% |
Cash | 39.18% | 40.25% |
Equity
38.46%
35.40%
Cash
39.18%
40.25%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.09% |
Reliance Industries Ltd. | 8.08% |
ICICI Bank Ltd. | 7.39% |
HDFC Bank Ltd. | 5.02% |
State Bank of India | 4.08% |
Axis Bank Ltd. | 3.68% |
Kotak Mahindra Bank Ltd. | 2.43% |
Larsen & Toubro Ltd. | 2.38% |
Mahindra & Mahindra Ltd. | 2.27% |
Bajaj Finance Ltd. | 1.65% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.77% |
Axis Bank Ltd. | 4.52% |
Mahindra & Mahindra Ltd. | 4.31% |
Grasim Industries Ltd. | 3.96% |
Kotak Mahindra Bank Ltd. | 3.45% |
Reliance Industries Ltd. | 3.30% |
State Bank of India | 3.06% |
Maruti Suzuki India Ltd. | 2.56% |
ICICI Bank Ltd. | 2.29% |
Larsen & Toubro Ltd. | 2.26% |
Fund Manager
Name | Dwijendra Srivastava | Sunil Madhukar Patil |
Start Date | 02 Jul 2025 | 12 Dec 2022 |
Name
Dwijendra Srivastava
Sunil Madhukar Patil
Start Date
02 Jul 2025
12 Dec 2022
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 and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments. |
Launch Date | 22 Apr 2002 | 10 Aug 2018 |
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 and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.
Launch Date
22 Apr 2002
10 Aug 2018