tortoise-icon tortoise-icon

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

  • Hybrid
  • Equity Savings
  • Moderate
  • Current NAV

    ₹70.92 0.1111%

    16-04-2024
  • Annual Returns

    22.11%

  • Min. SIP ₹250

    Min. Investment ₹100

Invest Now Compare

Invest Now
  • Equity 40.96%
  • Debt 15.57%
  • Others 43.5%

Market Cap

Allocation
Large Cap 53.76
Small Cap 10.31
Mid Cap 6.79
Others -29.9

Sector Allocation

Financial

Services

Healthcare

Automobile

Capital Goods

Technology

Consumer Discretionary

Consumer Staples

Construction

Others

Energy

Materials

Chemicals

Metals & Mining

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (24.57) 7.33% 19.42 -10.86%
Reliance Industries Ltd. Large Cap Energy (39.77) 7.1% 28.38 24.57%
ICICI Bank Ltd. Large Cap Financial (24.57) 5.12% 17.67 18.72%
Infosys Ltd. Large Cap Technology (32.73) 4.18% 24.08 1.88%
Axis Bank Ltd. Large Cap Financial (24.43) 3.61% 28.68 29.81%
Tata Motors Ltd. Large Cap Automobile (95.46) 2.74% 40.82 136.49%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 2.05% 0 0%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 1.99% 39.4 57.01%
Bajaj Finance Ltd. Large Cap Financial (32.41) 1.66% 31.41 18.53%
Tata Motors Ltd. - DVR Ordinary Automobile (25.08) 1.65% 4.14 210.47%
Indusind Bank Ltd. Large Cap Financial (24.57) 1.65% 13.38 34.44%
State Bank of India Large Cap Financial (15.74) 1.58% 10.34 41.03%
Multi Commodity Exchange Of India Ltd. Small Cap Services (119.94) 1.52% 26765.7 155.45%
TD Power Systems Ltd. Small Cap Capital Goods (54.95) 1.51% 40.1 100.03%
Others Others 1.43% 0%
Maruti Suzuki India Ltd. Large Cap Automobile (44.26) 1.43% 32.31 44.17%
NIIT Learning Systems Ltd. Small Cap Services (67.08) 1.41% 31.99 0%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 1.4% 41.38 53.01%
Force Motors Ltd. Small Cap Automobile (94.48) 1.36% 28.05 569.48%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (54.52) 1.3% 19.22 24.1%
Tech Mahindra Ltd. Large Cap Technology (33.42) 1.17% 41.5 10.05%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (39.77) 1.06% 3.93 108.44%
Johnson Controls - Hitachi Air Conditioning India Ltd. Small Cap Consumer Discretionary (73.19) 1.04% 0 4.66%
ICRA Ltd. Small Cap Services (42.93) 1.03% 36.89 16.63%
Tata Steel Ltd. Large Cap Metals & Mining (21.87) 0.92% -59.72 48.95%
Mankind Pharma Ltd. Large Cap Healthcare (54.52) 0.91% 53 0%
The Federal Bank Ltd. Mid Cap Financial (24.57) 0.9% 9.61 18.93%
Triveni Turbine Ltd. Small Cap Construction (57.79) 0.89% 68.7 57.42%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 0.78% 132.81 16.13%
Cummins India Ltd. Mid Cap Capital Goods (64.02) 0.74% 56.41 100.99%
Canara Bank Large Cap Financial (15.74) 0.72% 7.19 100.5%
Interglobe Aviation Ltd. Large Cap Services (108.84) 0.72% 19.13 89.79%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 0.71% 28.3 41.05%
Ultratech Cement Ltd. Large Cap Materials (55.96) 0.67% 44.61 34.3%
Bank Of Baroda Large Cap Financial (15.74) 0.67% 6.99 49.82%
Union Bank of India Large Cap Financial (15.85) 0.63% 8.23 105.54%
Sterling and Wilson Renewable Energy Ltd. Small Cap Capital Goods (57.75) 0.61% -19.57 77.42%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.52) 0.61% 23.47 96.15%
Cipla Ltd. Large Cap Healthcare (54.52) 0.6% 30.17 51.18%
Titan Company Ltd. Large Cap Consumer Discretionary (89.18) 0.59% 93.83 41.15%
Info Edge (India) Ltd. Mid Cap Services (110.36) 0.57% 306.79 50.24%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 0.55% 57.92 -8.63%
Tata Technologies Ltd Mid Cap Services (33.42) 0.51% 57.94 0%
Dalmia Bharat Ltd. Mid Cap Materials (56.46) 0.43% 33.72 -1.12%
Adani Ports and Special Economic Zone Ltd. Large Cap Services (145.65) 0.41% 39.11 97.84%
Clean Science And Technology Ltd. Small Cap Chemicals (60.15) 0.38% 55.62 -8.91%
CE Info Systems Ltd. Small Cap Technology (45.72) 0.34% 18.8 37.71%
Metro Brands Ltd. Mid Cap Consumer Discretionary (74.16) 0.33% 90.19 35%
Tata Consultancy Services Ltd. Large Cap Technology (33.42) 0.32% 30.53 21.39%
ACC Ltd. Mid Cap Materials (56.46) 0.31% 28.16 38.09%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.29% 0 0%
ABB India Ltd. Large Cap Capital Goods (109.34) 0.28% 0 106.34%
ITC Ltd. Large Cap Consumer Staples (28.17) 0.27% 25.93 7.71%
NTPC Ltd. Large Cap Energy (26.94) 0.26% 17.87 107.75%
JSW Steel Ltd. Large Cap Metals & Mining (20.62) 0.21% 20.56 23.11%
DOMS Industries Ltd. Small Cap Consumer Staples (26.94) 0.2% 0 0%
JIO Financial Services Ltd. Large Cap Financial (19.68) 0.15% 0 0%
Ambuja Cements Ltd. Large Cap Materials (26.26) 0.07% 0 0%
Asian Paints Ltd. Large Cap Materials 0.05% 0%
BEML Land Assets Ltd. Small Cap Services 0.02% 0%
Ambuja Cements Ltd.% 03/2024 Materials -0.07% 0%
Maruti Suzuki India Ltd.% 03/2024 Automobile -0.21% 0%
JSW Steel Ltd.% 03/2024 Metals & Mining -0.21% 0%
NTPC Ltd.% 03/2024 Energy -0.26% 0%
ITC Ltd.% 03/2024 Consumer Staples -0.27% 0%
United Spirits Ltd.% 03/2024 Consumer Staples -0.29% 0%
ACC Ltd.% 03/2024 Materials -0.31% 0%
State Bank of India% 03/2024 Financial -0.38% 0%
Bajaj Finance Ltd.% 03/2024 Financial -0.44% 0%
Aurobindo Pharma Ltd.% 03/2024 Healthcare -0.61% 0%
Bank Of Baroda% 03/2024 Financial -0.67% 0%
Tata Steel Ltd.% 03/2024 Metals & Mining -0.93% 0%
Indusind Bank Ltd.% 03/2024 Financial -0.98% 0%
Hindustan Petroleum Corporation Ltd.% 03/2024 Energy -1.07% 0%
Larsen & Toubro Ltd.% 03/2024 Construction -1.36% 0%
Hindustan Unilever Ltd.% 03/2024 Consumer Staples -1.39% 0%
Tata Motors Ltd.% 03/2024 Automobile -2.76% 0%
Axis Bank Ltd.% 03/2024 Financial -3.06% 0%
Infosys Ltd.% 03/2024 Technology -3.33% 0%
ICICI Bank Ltd.% 03/2024 Financial -3.64% 0%
HDFC Bank Ltd.% 03/2024 Financial -5.01% 0%
Reliance Industries Ltd.% 03/2024 Energy -5.73% 0%

Market Cap

Allocation
Others 15.57

Sector Allocation

Financial

Sovereign

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 182-D 07/03/2024 Financial 3.37% 0%
7.37% GOI 23/10/2028 Sovereign 2.05% 0%
7.43% Small Industries Devp. Bank of India Ltd. Financial 2.01% 0%
5.22% GOI 15/06/2025 Sovereign 1.98% 0%
7.8% National Bank For Agriculture & Rural Development 15/03/2027 Financial 1.35% 0%
7.5% National Bank For Agriculture & Rural Development Financial 1.34% 0%
Reserve Bank of India% 364-D 22/03/2024 Financial 1.34% 0%
7.13% Power Finance Corporation Ltd. 08/08/2025 Financial 1.34% 0%
5.15% GOI 2025 Sovereign 0.65% 0%
8.14% Maharashtra State 27/05/2025 Others 0.14% 0%

Market Cap

Allocation
Others 43.5

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 33% 0%
Others Others 10.47% 0%
Others Others 0.03% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?

The top holdings of this fund are HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., Infosys Ltd., Axis Bank Ltd.

Top 5 Sector for Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)?

The major sectors of this fund are Financial, Services, Healthcare, Automobile, Capital Goods.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully