Compare Sundaram Equity Savings Fund vs HSBC Equity Savings Fund
Sundaram Equity Savings Fund
HSBC Equity Savings Fund
Risk
Moderate
NA
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.78
2.46
NAV
₹84.01
₹41.18
Fund Started
22 Apr 2002
27 Sep 2011
Fund Size
₹1002.49 Cr
₹1475.34 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
-0.02%
6.19%
3 Year
7.56%
12.14%
5 Year
7.39%
10.04%
Equity
37.02%
38.31%
Cash
50.56%
41.01%
Top 10 Holdings
Bharti Airtel Ltd. | 8.92% |
ICICI Bank Ltd. | 7.79% |
Reliance Industries Ltd. | 7.21% |
HDFC Bank Ltd. | 5.58% |
Axis Bank Ltd. | 4.85% |
Larsen & Toubro Ltd. | 3.63% |
Kotak Mahindra Bank Ltd. | 2.97% |
Mahindra & Mahindra Ltd. | 2.55% |
State Bank of India | 2.54% |
Hindalco Industries Ltd. | 1.93% |
HDFC Bank Ltd. | 5.05% |
ICICI Bank Ltd. | 4.23% |
State Bank of India | 3.63% |
Axis Bank Ltd. | 3.25% |
The Federal Bank Ltd. | 3.02% |
PB Fintech Ltd. | 3.01% |
Mahindra & Mahindra Ltd. | 2.12% |
Sun Pharmaceutical Industries Ltd. | 1.94% |
Lenskart Solutions Ltd. | 1.93% |
Canara Bank | 1.90% |
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
