Compare Sundaram Equity Savings Fund vs Edelweiss Equity Savings Fund
Sundaram Equity Savings Fund
HybridEquity Savings
Edelweiss Equity Savings Fund
HybridEquity Savings
Risk
Moderate
Moderate
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.82
2.1
NAV
₹84.28
₹30.81
Fund Started
22 Apr 2002
22 Sep 2014
Fund Size
₹943.07 Cr
₹1704.44 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load of 0.25%, if redeemed within 30 days.
1 Year
-0.73%
6.22%
3 Year
7.63%
10.32%
5 Year
7.02%
8.42%
Equity
38.06%
25.58%
Cash
48.86%
59.59%
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.29% |
ICICI Bank Ltd. | 7.53% |
Reliance Industries Ltd. | 7.36% |
HDFC Bank Ltd. | 5.52% |
Axis Bank Ltd. | 4.87% |
Larsen & Toubro Ltd. | 3.59% |
Kotak Mahindra Bank Ltd. | 3.14% |
State Bank of India | 2.44% |
Mahindra & Mahindra Ltd. | 2.00% |
Hindalco Industries Ltd. | 1.98% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.92% |
ICICI Bank Ltd. | 4.58% |
Steel Authority Of India Ltd. | 4.26% |
Bharti Airtel Ltd. | 3.10% |
Reliance Industries Ltd. | 2.93% |
Adani Green Energy Ltd. | 2.70% |
Vodafone Idea Ltd. | 2.42% |
Multi Commodity Exchange Of India Ltd. | 1.64% |
Hindalco Industries Ltd. | 1.49% |
Axis Bank Ltd. | 1.44% |
Name
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Start Date
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Description
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, Gold & Silver ETFs, ETCDs, InvITs and investments in debt and money market instruments.
Launch Date
22 Apr 2002
22 Sep 2014
