Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Holdings
75
Well diversified
Top 10 weight
53%
Concentration
Strategy data
N/A
Not reported
Equity
81%
Asset allocation
Portfolio
28Sectors
5Large positions
24.2%Top: Banks
0.0%Cash
Market-cap allocation
Large cap59%
Mid cap10%
Small cap6%
Asset allocation
Equity81%
Debt13%
Top holdings
Bharti Airtel LtdEQUITY
10.2%ICICI Bank LtdEQUITY
8.1%Reliance Industries LtdEQUITY
7.2%HDFC Bank LtdEQUITY
6.4%Margin Money For DerivativesDERIVATIVE
5.2%Axis Bank LtdEQUITY
4.5%Larsen & Toubro LtdEQUITY
3.4%Kotak Mahindra Bank LtdEQUITY
2.9%Mahindra & Mahindra LtdEQUITY
2.6%State Bank of IndiaEQUITY
2.4%Patanjali Foods LtdEQUITY
1.9%Bajaj Finance LtdEQUITY
1.5%Hindalco Industries LtdEQUITY
1.4%1.2%
Bajaj Finserv LtdEQUITY
1.2%JSW Steel LtdEQUITY
1.1%Coforge LtdEQUITY
0.97%NTPC LTDEQUITY
0.86%0.84%
PB Fintech LtdEQUITY
0.83%0.75%
TVS Motor Company LtdEQUITY
0.75%Fractal Analytics LtdEQUITY
0.74%0.71%
0.70%
Tata Steel LtdEQUITY
0.69%0.66%
0.65%
Cummins India LtdEQUITY
0.64%Aurobindo Pharma LtdEQUITY
0.63%0.62%
Bharat Electronics LtdEQUITY
0.56%UNO Minda LtdEQUITY
0.54%Aster DM Healthcare LtdEQUITY
0.53%0.49%
0.48%
Ultratech Cement LtdEQUITY
0.48%Delhivery LtdEQUITY
0.48%CCL Products (India) LtdEQUITY
0.47%0.46%
Mankind Pharma LtdEQUITY
0.45%Ambuja Cements LtdEQUITY
0.44%0.43%
Interglobe Aviation LtdEQUITY
0.42%Granules India LtdEQUITY
0.41%CRISIL LtdEQUITY
0.40%Affle (India) LtdEQUITY
0.40%0.39%
Bajaj Auto LtdEQUITY
0.38%JK Cement LtdEQUITY
0.37%MTAR Technologies LtdEQUITY
0.37%Alkem Laboratories LtdEQUITY
0.37%Force Motors LtdEQUITY
0.36%Poonawalla Fincorp LtdEQUITY
0.36%0.36%
Cash and Other Net Current Assets^DERIVATIVE
0.36%Indegene LimitedEQUITY
0.32%GAIL (India) LtdEQUITY
0.25%Maruti Suzuki India LtdEQUITY
0.23%0.21%
0.21%
TD Power Systems LtdEQUITY
0.20%Ashok Leyland LtdEQUITY
0.19%TREPSDERIVATIVE
0.05%AI Smart summary
Portfolio read
- 81% equity, 13% debt.
- 75 disclosed positions across 28 classified equity sectors.
- Largest equity sector is Banks at 24.2% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Equity Savings.
Axis Equity Savings Fund168 holdings · 75% top 10 · 57% AS
Kotak Equity Savings Fund168 holdings · 38% top 10 · 65% AS
Mirae Asset Equity Savings Fund167 holdings · 26% top 10 · 51% AS
Edelweiss Equity Savings Fund146 holdings · 41% top 10
ICICI Prudential Equity Savings Fund136 holdings · 46% top 10 · 56% AS
WhiteOak Capital Equity Savings Fund133 holdings · 41% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
24.2%
11.6%
7.2%
4.8%
4.3%
3.4%
2.6%
2.6%
2.5%
2.2%
1.9%
1.8%
1.5%
1.3%
Other 14 sectors9.5%
1.2%
1.0%
0.9%
0.9%
0.8%
0.8%
0.7%
0.7%
0.6%
0.6%
0.4%
0.4%
0.3%
0.2%