Sundaram Equity Savings Fund (G) - Portfolio Analysis
- Hybrid
- Equity Savings
- Status: Open
Portfolio Overview
As of October 31, 2025
Asset Allocation
Others: 61.49%Equity: 38.51%
Market Cap
Cash And Equivalents: 42.40%Government: 8.82% Corporate Bond: 6.42%Government Related: 3.84% Preferred: 0.00%
Number of stocks
81
Top 10 Holdings
58.00% of portfolio
Market Cap of Others
Cash And Equivalents
42.4014%
Government
8.8188%
Corporate Bond
6.4220%
Bond
0.0000%
Government Related
3.8426%
Preferred
0.0031%
Companies Allocation of Others
Cash Offset For Derivatives38.10%
7.1% Govt Stock 20345.73%
LIC Housing Finance Ltd2.13%
Canara Bank2.12%
364 DTB 181220252.12%
Export-Import Bank Of India2.11%
National Bank For Agriculture And Rural Development1.73%
7.37% Govt Stock 20281.33%
7.23% Govt Stock 20391.32%
Small Industries Development Bank Of India1.31%
Sector Allocation of Others
Cash And Equivalents42.40%
Government8.82%
Corporate Bond6.42%
Bond0.00%
Government Related3.84%
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.