Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Holdings
75
Broad portfolio
Top 10 weight
53%
Concentration
Strategy
Active
Portfolio style
Equity
81%
Asset allocation
Portfolio
28Sectors5Large positions24.2%Top: Banks0.0%Cash
Market-cap allocation
Large cap59%
Mid cap10%
Small cap6%
Asset allocation
Equity81%
Top holdings
Bharti Airtel LtdEQUITY10.2%
ICICI Bank LtdEQUITY8.1%
Reliance Industries LtdEQUITY7.2%
HDFC Bank LtdEQUITY6.4%
Margin Money For DerivativesDERIVATIVE5.2%
Axis Bank LtdEQUITY4.5%
Larsen & Toubro LtdEQUITY3.4%
Kotak Mahindra Bank LtdEQUITY2.9%
Mahindra & Mahindra LtdEQUITY2.6%
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Portfolio read
- 81% equity.
- Large-cap exposure is 59%.
- Largest equity sector is Banks at 24.2%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Equity Savings.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks24.2%
Telecom - Services11.6%
Finance4.8%
Automobiles4.3%
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