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Sundaram Equity Savings Fund - Regular Plan Idcw Reinvestment

Hybrid Generate Income and create wealth

Equity Savings

Category Rank

Rating

It holds a relatively good and strong portfolio
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

Fund

Fund sahi hai

Time to Invest

NAV

Rs.15.3294 (08/05/2025)

	L 52Wk H
14.75		16.29

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

Top 10 Holdings of Sundaram Equity Savings Fund - Regular Plan Idcw Reinvestment

46.80 % of total assets

Reliance Industries Ltd(8.90%)

Bharti Airtel Ltd(8.66%)

7.10% Central Government Securities 08/04/2034*(6.88%)

Infosys Ltd(5.64%)

ICICI Bank Ltd(3.28%)

HDFC Bank Ltd(2.90%)

TREPS(2.81%)

Maruti Suzuki India Ltd(2.75%)

LIC Housing Finance Ltd - 6.65% - 15/02/2027**(2.53%)

364 Days - T Bill - 18/12/2025(2.45%)

Detailed Portfolio of Sundaram Equity Savings Fund - Regular Plan Idcw Reinvestment

                    Portfolio Date -31 Mar 2025 

                    Equity Holdings -62 

                    Debt Holdings -13 

                    Other Holdings -2

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
Reliance Industries Ltd	8.90%	86.898 Cr
Bharti Airtel Ltd	8.66%	84.508 Cr
Infosys Ltd	5.64%	55.083 Cr
ICICI Bank Ltd	3.28%	31.983 Cr
HDFC Bank Ltd	2.90%	28.337 Cr
Maruti Suzuki India Ltd	2.75%	26.847 Cr
Axis Bank Ltd	2.43%	23.748 Cr
Larsen & Toubro Ltd	1.73%	16.899 Cr
Interglobe Aviation Ltd	1.66%	16.241 Cr
Hindustan UniLever Ltd	1.66%	16.241 Cr
GE Vernova T and D India Ltd	1.45%	14.185 Cr
Mahindra & Mahindra Ltd	1.44%	14.089 Cr
ITC Ltd	1.35%	13.178 Cr
Aurobindo Pharma Ltd	1.27%	12.417 Cr
Johnson Controls-Hitachi AirConditioning India Ltd	1.27%	12.383 Cr
Kotak Mahindra Bank Ltd	1.21%	11.811 Cr
Ultratech Cement Ltd	1.15%	11.222 Cr
State Bank of India	1.10%	10.724 Cr
Hindalco Industries Ltd	1.05%	10.223 Cr
JSW Steel Ltd	0.97%	9.473 Cr
Bank of Baroda	0.95%	9.292 Cr
Force Motors Ltd	0.93%	9.046 Cr
Bajaj Finance Ltd	0.89%	8.722 Cr
The Federal Bank Ltd	0.81%	7.902 Cr
Sun Pharmaceutical Industries Ltd	0.80%	7.806 Cr
Cholamandalam Investment and Finance Company Ltd	0.75%	7.296 Cr
Apollo Hospitals Enterprise Ltd	0.75%	7.278 Cr
TVS Motor Company Ltd	0.74%	7.199 Cr
ICRA Ltd	0.73%	7.157 Cr
Delhivery Ltd	0.69%	6.709 Cr
Tata Motors Ltd	0.68%	6.593 Cr
NTPC LTD	0.65%	6.383 Cr
IndusInd Bank Ltd	0.59%	5.784 Cr
Info Edge (India) Ltd	0.59%	5.745 Cr	-
Zomato Ltd	0.55%	5.365 Cr
HDFC Life Insurance Company Ltd	0.55%	5.355 Cr
Computer Age Management Services Ltd	0.53%	5.213 Cr
Dr. Reddys Laboratories Ltd	0.47%	4.577 Cr
Schaeffler India Ltd	0.42%	4.052 Cr
Triveni Turbine Ltd	0.39%	3.833 Cr
Tata Consultancy Services Ltd	0.39%	3.753 Cr
Mankind Pharma Ltd	0.32%	3.125 Cr
PNB Housing Finance Ltd	0.32%	3.085 Cr
Aditya Birla Fashion and Retail Ltd	0.31%	3.065 Cr
Adani Enterprises	0.30%	2.918 Cr
Dalmia Cement (Bharat) Ltd.	0.30%	2.891 Cr
Adani Ports and Special Economic Zone Ltd	0.28%	2.721 Cr
Multi Commodity Exchange of India Ltd	0.27%	2.656 Cr
Tech Mahindra Ltd	0.26%	2.553 Cr
United Spirits Ltd	0.26%	2.550 Cr
SBI Life Insurance Company Ltd	0.25%	2.438 Cr
DLF Ltd	0.25%	2.414 Cr
United Breweries Ltd	0.16%	1.599 Cr
Lupin Ltd	0.16%	1.551 Cr
Praj Industries Ltd	0.14%	1.387 Cr
Neuland Laboratories Ltd	0.13%	1.277 Cr
Bajaj Finserv Ltd	0.12%	1.204 Cr
Grasim Industries Ltd	0.05%	0.522 Cr
Ambuja Cements Ltd	0.05%	0.485 Cr
Asian Paints Ltd	0.03%	0.281 Cr
Indus Towers Ltd (Prev Bharti Infratel Ltd)	0.01%	0.114 Cr
Titan Company Ltd	0.01%	0.054 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
7.10% Central Government Securities 08/04/2034*	6.88%	67.119 Cr
LIC Housing Finance Ltd - 6.65% - 15/02/2027**	2.53%	24.655 Cr
364 Days - T Bill - 18/12/2025	2.45%	23.903 Cr
Canara Bank - 04/12/2025**	2.44%	23.847 Cr
Export Import Bank of India - 30/12/2025**	2.43%	23.733 Cr
7.23% Central Government Securities 15/04/2039*	1.61%	15.726 Cr
7.37% Government Securities-23/10/2028*	1.58%	15.437 Cr
Small Industries Development Bank of India - 7.43% - 31/08/2026**	1.54%	15.016 Cr
Power Finance Corporation Ltd - 7.32% - 15/07/2039**	1.05%	10.206 Cr
National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027	1.03%	10.096 Cr
REC LTD - 7.64% - 30/06/2026**	1.03%	10.040 Cr
National Bank for Agriculture & Rural Development - 7.5% - 31/08/2026	1.03%	10.010 Cr
7.04% Central Government Securities 03/06/2029	0.52%	5.105 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
TREPS	2.81%	27.465 Cr	-
Margin Money For Derivatives	1.36%	13.318 Cr	-

Insight on the composition of the Sundaram Equity Savings Fund - Regular Plan Idcw Reinvestment

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