Sundaram Equity Savings Fund (G) - Portfolio Analysis
- Hybrid
- Equity Savings
- Status: Open
Portfolio Overview
Asset Allocation
Others: 62.50%Equity: 37.50%
Market Cap
Cash And Equivalents: 39.96%Government: 11.17% Corporate Bond: 7.44%Government Related: 3.93% Preferred: 0.00%
Number of stocks
82
Top 10 Holdings
58.22% of portfolio
Market Cap of Others
Cash And Equivalents
39.9636%
Government
11.1657%
Corporate Bond
7.4390%
Government Related
3.9255%
Preferred
0.0032%
As of August 31, 2025
Companies Allocation of Others
Cash Offset For Derivatives33.87%
7.1% Govt Stock 20345.85%
Treps4.93%
LIC Housing Finance Ltd2.19%
Canara Bank2.16%
364 DTB 181220252.16%
Export-Import Bank Of India2.15%
National Bank For Agriculture And Rural Development1.77%
Power Finance Corporation Limited1.77%
7.37% Govt Stock 20281.36%
Sector Allocation of Others
Cash And Equivalents39.96%
Government11.17%
Corporate Bond7.44%
Government Related3.93%
Preferred0.00%
SIP Amount
₹
Monthly SIP Date
Sundaram Equity Savings Fund (G)
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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.