Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Mutual Fund
Equity Savings As of 2026-06-30
Holdings
79
Well diversified
Top 10 weight
53%
Concentration
Strategy data
N/A
Not reported
Equity
80%
Asset allocation
Portfolio
29Sectors
5Large positions
24.7%Top: Banks
6.9%Cash
Market-cap allocation
Large cap60%
Mid cap9%
Small cap5%
Asset allocation
Equity80%
Debt13%
Cash7%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 80% equity, 13% debt, 7% cash.
- 79 disclosed positions across 29 classified equity sectors.
- Largest equity sector is Banks at 24.7% 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.
Edelweiss Equity Savings Fund149 holdings · 40% top 10
WhiteOak Capital Equity Savings Fund132 holdings · 41% top 10
ICICI Prudential Equity Savings Fund124 holdings · 46% top 10
HDFC Equity Savings Fund120 holdings · 41% top 10
SBI Equity Savings Fund115 holdings · 40% top 10
Axis Equity Savings Fund113 holdings · 57% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
24.7%
10.6%
7.2%
5.3%
3.6%
3.5%
3.0%
2.5%
2.2%
1.8%
1.7%
1.5%
1.4%
1.3%
Other 15 sectors9.7%
1.2%
1.1%
0.9%
0.8%
0.8%
0.7%
0.7%
0.7%
0.7%
0.6%
0.5%
0.4%
0.3%
0.2%
0.1%