Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Cash Offset For Derivatives
34.4%
Bharti Airtel Ltd
9.5%
Reliance Industries Ltd
9.1%
Future on Bharti Airtel Ltd
7.7%
Treps
7.0%
Future on Reliance Industries Ltd
6.5%
7.1% Govt Stock 2034
6.2%
Infosys Ltd
5.7%
Infosys Limited Jul 2025
4.6%
State Bank of India
4.0%
Top industry exposure
Financial Services
20.1%
Energy
10.0%
Communication Services
9.7%
Technology
7.9%
Consumer Cyclical
5.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
71%
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.