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

Sundaram Equity Saving Growth Direct Plan

NAV
₹82.8457
+0.21%
(17 Sep)
AUM
1,140 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+6.3%
+5.7%
+5.0%
+4.5%
+3.9%
3Y
+12.5%
+14.5%
+13.0%
+12.6%
+10.2%
+12.8%
5Y
+12.0%
+14.6%
+14.7%
+12.7%
+10.9%
+11.0%
ALL
+10.0%
+10.2%
+10.2%
+10.3%
+7.9%
+10.3%
VOL
4.8%
6.3%
5.9%
5.7%
-
6.3%
TER
0.6%
0.7%
0.6%
0.7%
-
0.7%
AUM
₹843 Cr
₹671 Cr
₹1,140 Cr
₹8,487 Cr
-
₹459 Cr
INFO
2.08
1.61
1.72
1.82
-
1.65
Past performance
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 31st Aug
Top holdings
Cash Offset For Derivatives
33.9%
Bharti Airtel Ltd
8.8%
Reliance Industries Ltd
7.9%
Future on Bharti Airtel Ltd
7.0%
ICICI Bank Ltd
6.1%
7.1% Govt Stock 2034
5.8%
Future on Reliance Industries Ltd
5.6%
Treps
4.9%
Infosys Ltd
4.8%
HDFC Bank Ltd
4.3%
Top industry exposure
Financial Services
24.9%
Communication Services
9.0%
Energy
8.7%
Technology
6.0%
Industrials
5.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
77%
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