Sundaram Equity Saving IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Equity Saving IDCW Payout Direct Plan

NAV
₹16.9593
-0.23%
(22 Aug)
AUM
1,116 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+6.9%
+5.6%
+5.6%
+5.6%
+5.5%
+4.9%
3Y
+13.8%
+14.4%
+14.4%
+14.4%
+14.3%
+10.1%
5Y
+15.1%
+14.4%
+14.4%
+14.4%
+14.1%
+10.8%
ALL
NA
+9.6%
+9.6%
+9.6%
+9.5%
+7.9%
VOL
7.8%
6.6%
6.6%
6.6%
7.0%
-
TER
0.6%
0.7%
0.7%
0.7%
0.7%
-
AUM
₹1,116 Cr
₹655 Cr
₹655 Cr
₹655 Cr
₹655 Cr
-
INFO
0.00
1.44
1.44
1.45
1.36
-
See fund holdings as of 31st Jul
Top holdings
Cash Offset For Derivatives
35.9%
Bharti Airtel Ltd
8.8%
Reliance Industries Ltd
8.3%
Future on Bharti Airtel Ltd
7.2%
ICICI Bank Ltd
6.4%
7.1% Govt Stock 2034
6.1%
Future on Reliance Industries Ltd
5.8%
Infosys Ltd
5.1%
Future on Infosys Ltd
4.1%
Treps
4.1%
Top industry exposure
Financial Services
23.9%
Energy
9.1%
Communication Services
9.0%
Technology
6.4%
Industrials
5.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
86%
Lock-in period
-
Exit load
• 0.5% for redemption within 7 days
Fund objective
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.
Fund manager(s)
Dwijendra Srivastava
Rohit Seksaria
Clyton Fernandes

FAQs