Sundaram Equity Savings Fund (G) - Portfolio Analysis
- Hybrid
- Equity Savings
- Status: Open
Portfolio Overview
As of December 31, 2025
Asset Allocation
Others: 61.29%Equity: 38.71%
Market Cap
Cash And Equivalents: 46.92%Government: 8.53% Corporate Bond: 4.16%Government Related: 1.67% Preferred: 0.00%
Number of stocks
77
Top 10 Holdings
60.92% of portfolio
Market Cap of Others
Cash And Equivalents
46.9248%
Government
8.5342%
Bond
0.0000%
Corporate Bond
4.1572%
Government Related
1.6712%
Other
0.0000%
Preferred
0.0031%
Companies Allocation of Others
Cash Offset For Derivatives37.63%
Treps8.74%
7.1% Govt Stock 20345.54%
LIC Housing Finance Ltd2.07%
National Bank For Agriculture And Rural Development1.67%
7.37% Govt Stock 20281.29%
7.23% Govt Stock 20391.27%
Small Industries Development Bank Of India1.26%
Power Finance Corporation Limited0.83%
Margin Money For Derivatives0.62%
Sector Allocation of Others
Cash And Equivalents46.92%
Government8.53%
Bond0.00%
Corporate Bond4.16%
Government Related1.67%
Other0.00%
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.