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Sundaram Equity Savings Fund - Regular Plan Growth

Hybrid Generate Income and create wealth

Equity Savings

Category Rank

Rating

Its expense ratio is average and in line with most other funds in the category

Fund

Fund sahi hai

Time to Invest

NAV

Rs.68.3452 (09/05/2025)

	L 52Wk H
62.51		68.97

Asset Allocation for Sundaram Equity Savings Fund - Regular Plan Growth Fund Growth

Top 10 Holdings of Sundaram Equity Savings Fund - Regular Plan Growth

48.65 % of total assets

Reliance Industries Ltd(9.54%)

Bharti Airtel Ltd(9.06%)

7.10% Central Government Securities 08/04/2034*(6.80%)

Infosys Ltd(5.24%)

TREPS(3.47%)

ICICI Bank Ltd(3.37%)

Axis Bank Ltd(3.02%)

HDFC Bank Ltd(2.97%)

ITC Ltd(2.70%)

LIC Housing Finance Ltd - 6.65% - 15/02/2027**(2.47%)

Detailed Portfolio of Sundaram Equity Savings Fund - Regular Plan Growth

                    Portfolio Date -30 Apr 2025 

                    Equity Holdings -61 

                    Debt Holdings -13 

                    Other Holdings -2

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
Reliance Industries Ltd	9.54%	95.751 Cr
Bharti Airtel Ltd	9.06%	90.899 Cr
Infosys Ltd	5.24%	52.609 Cr
ICICI Bank Ltd	3.37%	33.848 Cr
Axis Bank Ltd	3.02%	30.277 Cr
HDFC Bank Ltd	2.97%	29.838 Cr
ITC Ltd	2.70%	27.106 Cr
Hindustan UniLever Ltd	2.35%	23.538 Cr
Maruti Suzuki India Ltd	1.59%	15.934 Cr
GE Vernova T and D India Ltd	1.42%	14.252 Cr
Larsen & Toubro Ltd	1.39%	13.949 Cr
Aurobindo Pharma Ltd	1.31%	13.151 Cr
Johnson Controls-Hitachi AirConditioning India Ltd	1.23%	12.310 Cr
Kotak Mahindra Bank Ltd	1.20%	12.012 Cr
Ultratech Cement Ltd	1.13%	11.350 Cr
State Bank of India	1.09%	10.962 Cr
Bank of Baroda	1.01%	10.162 Cr
Interglobe Aviation Ltd	0.98%	9.844 Cr
Hindalco Industries Ltd	0.93%	9.357 Cr
JSW Steel Ltd	0.91%	9.176 Cr
Force Motors Ltd	0.89%	8.914 Cr
Sun Pharmaceutical Industries Ltd	0.82%	8.245 Cr
The Federal Bank Ltd	0.80%	8.064 Cr
Delhivery Ltd	0.80%	8.036 Cr
TVS Motor Company Ltd	0.79%	7.949 Cr
Apollo Hospitals Enterprise Ltd	0.77%	7.675 Cr
IndusInd Bank Ltd	0.74%	7.462 Cr
ICRA Ltd	0.72%	7.227 Cr
Cholamandalam Investment and Finance Company Ltd	0.71%	7.163 Cr
NTPC LTD	0.63%	6.329 Cr
Tata Motors Ltd	0.63%	6.298 Cr
Zomato Ltd	0.62%	6.185 Cr
Ambuja Cements Ltd	0.59%	5.883 Cr
HDFC Life Insurance Company Ltd	0.58%	5.808 Cr
Computer Age Management Services Ltd	0.55%	5.469 Cr
Bajaj Finance Ltd	0.50%	4.965 Cr
Dr. Reddys Laboratories Ltd	0.47%	4.736 Cr
Info Edge (India) Ltd	0.42%	4.242 Cr	-
Schaeffler India Ltd	0.42%	4.168 Cr
Tata Consultancy Services Ltd	0.36%	3.595 Cr
Triveni Turbine Ltd	0.35%	3.537 Cr
Praj Industries Ltd	0.35%	3.460 Cr
Mankind Pharma Ltd	0.32%	3.177 Cr
Aditya Birla Fashion and Retail Ltd	0.31%	3.152 Cr
Dalmia Cement (Bharat) Ltd.	0.31%	3.083 Cr
Multi Commodity Exchange of India Ltd	0.31%	3.064 Cr
Adani Enterprises	0.29%	2.900 Cr
United Spirits Ltd	0.28%	2.846 Cr
Adani Ports and Special Economic Zone Ltd	0.28%	2.798 Cr
SBI Life Insurance Company Ltd	0.28%	2.781 Cr
Tech Mahindra Ltd	0.27%	2.705 Cr
Mahindra & Mahindra Ltd	0.25%	2.460 Cr
DLF Ltd	0.24%	2.392 Cr
Lupin Ltd	0.16%	1.603 Cr
Neuland Laboratories Ltd	0.13%	1.269 Cr
Bajaj Finserv Ltd	0.12%	1.171 Cr
United Breweries Ltd	0.07%	0.732 Cr
Grasim Industries Ltd	0.06%	0.548 Cr
Asian Paints Ltd	0.03%	0.291 Cr
Indus Towers Ltd (Prev Bharti Infratel Ltd)	0.01%	0.139 Cr
Titan Company Ltd	0.01%	0.059 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
7.10% Central Government Securities 08/04/2034*	6.80%	68.207 Cr
LIC Housing Finance Ltd - 6.65% - 15/02/2027**	2.47%	24.787 Cr
364 Days - T Bill - 18/12/2025	2.40%	24.099 Cr
Canara Bank - 04/12/2025	2.40%	24.044 Cr
Export Import Bank of India - 30/12/2025	2.39%	23.936 Cr
7.23% Central Government Securities 15/04/2039*	1.60%	16.056 Cr
7.37% Government Securities-23/10/2028*	1.56%	15.611 Cr
Small Industries Development Bank of India - 7.43% - 31/08/2026**	1.50%	15.090 Cr
National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027	1.01%	10.150 Cr
Power Finance Corporation Ltd - 8.03% - 02/05/2026	1.01%	10.112 Cr
National Bank for Agriculture & Rural Development - 7.5% - 31/08/2026	1.00%	10.072 Cr
Power Finance Corporation Ltd - 7.23% - 05/01/2027**	1.00%	10.059 Cr
7.04% Central Government Securities 03/06/2029	0.52%	5.171 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
TREPS	3.47%	34.868 Cr	-
Margin Money For Derivatives	1.23%	12.379 Cr	-

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