Pros | - | - | ||
Cons | - | - |
INDMoney rank | - | 7/12 | ||
Category,Subcateogry | Allocation,Equity Savings | Allocation,Equity Savings | ||
Fund Age | 12 Years | 10 Years | ||
Fund Size | 1092 Cr | 8444 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.62% | 0.67% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | NIFTY Equity Savings TR INR | NIFTY Equity Savings TR INR |
No of Holdings | 110 | 191 | ||
Top 5 Holdings | Bharti Airtel Ltd (9.45%) Reliance Industries Ltd (9.07%) Infosys Ltd (5.7%) State Bank of India (4.01%) HDFC Bank Ltd (3.5%) | Bharti Airtel Ltd (5.93%) Indus Towers Ltd Ordinary Shares (5.62%) State Bank of India (2.81%) Reliance Industries Ltd (2.77%) Adani Ports & Special Economic Zone Ltd (2.59%) | ||
No of Sectors | 13 | 13 | ||
Top 3 Sectors | Financial Services (28.57%) Government (24.07%) Energy (14.15%) | Financial Services (23.2%) Communication (18.66%) Consumer Cyclical (16.09%) | ||
Equity % | 36.13% | 36.44% | ||
Debt % | 19.18% | 13.56% | ||
P/E | 23.32 | 17.78 | ||
P/B | 3.58 | 3.02 | ||
Credit Quality | - | - | ||
Modified Duration | 2.43 | 1.56 | ||
YTM | 6.2 | 6.15 |
1-Month Return | -0.26% | -0.39% | ||
3-Month Return | 3.23% | 2.63% | ||
6-Month Return | 6.15% | 5.33% | ||
1-Year Return | 7.39% | 4.91% | ||
3-Year Return | 13.72% | 12.85% | ||
5-Year Return | 15.04% | 12.66% |
Sharpe | 1.43 | 1.31 | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | 5.44 | 5.05 | ||
Information Ratio | - | - |
Description | Sundaram Equity Savings - Direct Plan - Growth Option is a hybrid fund.This fund gives you the benfit of diversification. | Kotak Equity Savings Fund Direct Growth is a hybrid fund.This fund gives you the benfit of diversification. | ||
Managers | Rohit Seksaria,Dwijendra Srivastava | Devender Singhal,Hiten Shah,Abhishek Bisen |