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

Sundaram Equity Saving IDCW Payout Direct Plan

NAV
₹16.3527
-0.11%
(27 Feb)
AUM
1,067 Cr
TER
0.75%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+9.0%
+9.0%
+9.0%
+8.9%
+8.9%
+5.3%
3Y
+11.4%
+11.4%
+11.4%
+12.7%
+12.7%
+8.5%
5Y
+12.0%
+12.0%
+12.0%
+14.6%
+14.6%
+9.3%
ALL
+9.1%
+9.1%
+9.1%
+8.8%
NA
+7.8%
VOL
7.0%
7.0%
7.0%
7.8%
7.8%
-
TER
0.6%
0.6%
0.6%
0.8%
0.8%
-
AUM
₹646 Cr
₹646 Cr
₹646 Cr
₹1,067 Cr
₹1,067 Cr
-
INFO
1.29
1.29
1.29
1.12
0.00
-
See fund holdings as of 31st Jan
Top holdings
Cash Offset For Derivatives
41.6%
Reliance Industries Ltd
8.1%
Future on Reliance Industries Ltd
7.3%
7.1% Govt Stock 2034
6.2%
Bharti Airtel Ltd
5.0%
Infosys Ltd
4.6%
Infosys Limited February 2025
3.9%
Future on Bharti Airtel Ltd
3.7%
Axis Bank Ltd
3.5%
ICICI Bank Ltd
3.5%
Top industry exposure
Financial Services
21.3%
Consumer Cyclical
10.0%
Technology
8.9%
Energy
8.4%
Industrials
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
55%
Lock-in period
-
Exit load
No exit load
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
Sudhir Kedia
Rohit Seksaria

FAQs