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 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
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.