Sundaram Equity Savings Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation5.3%
Sharpe Ratio0.30
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities34.35%
Bharti Airtel LtdServices9.45%
Reliance Industries LtdEnergy & Infra9.07%
TrepsUtilities6.95%
7.1% Govt Stock 2034Utilities6.22%
Infosys LtdTechnology5.70%
State Bank of IndiaFinancial Services4.01%
HDFC Bank LtdFinancial Services3.50%
Axis Bank LtdFinancial Services3.02%
ICICI Bank LtdFinancial Services2.91%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.16%
Regulatory & Tax Information
INF173K01213
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)