Compare Sundaram Equity Savings Fund vs HSBC Equity Savings Fund
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.53
3.26
NAV
₹70.45
₹35.42
Fund Started
22 Apr 2002
27 Sep 2011
Fund Size
₹1070.66 Cr
₹796.12 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
1 Year
2.47%
11.35%
3 Year
10.71%
14.02%
5 Year
9.16%
11.60%
Equity
37.52%
34.42%
Cash
44.03%
38.10%
Top 10 Holdings
Bharti Airtel Ltd. | 9.47% |
Reliance Industries Ltd. | 8.70% |
HDFC Bank Ltd. | 7.51% |
ICICI Bank Ltd. | 7.11% |
Axis Bank Ltd. | 4.06% |
Larsen & Toubro Ltd. | 2.80% |
Mahindra & Mahindra Ltd. | 2.57% |
Kotak Mahindra Bank Ltd. | 2.31% |
Bajaj Finance Ltd. | 2.09% |
Hindalco Industries Ltd. | 1.24% |
Bharti Airtel Ltd. | 6.14% |
State Bank of India | 4.25% |
Oil And Natural Gas Corporation Ltd. | 3.97% |
Reliance Industries Ltd. | 3.85% |
Aditya Infotech Ltd. | 3.59% |
ICICI Bank Ltd. | 3.53% |
Bharat Electronics Ltd. | 3.37% |
Mahindra & Mahindra Ltd. | 3.27% |
HDFC Bank Ltd. | 2.25% |
JIO Financial Services Ltd. | 2.24% |
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 generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.
Launch Date
22 Apr 2002
27 Sep 2011
