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

Sundaram Equity Saving IDCW Payout Direct Plan

NAV
₹16.9249
-0.23%
(18 Jul)
AUM
1,092 Cr
TER
0.63%
Risk
Moderate Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+8.5%
+8.5%
+5.5%
+3.9%
+3.9%
+3.9%
3Y
+15.3%
+15.3%
+10.9%
+14.3%
+14.3%
+14.3%
5Y
+16.0%
+16.0%
+11.2%
+14.9%
+14.9%
+14.9%
ALL
+9.1%
NA
+8.0%
+9.4%
+9.4%
+9.4%
VOL
7.8%
7.8%
-
6.6%
6.6%
6.6%
TER
0.6%
0.6%
-
0.7%
0.7%
0.7%
AUM
₹1,092 Cr
₹1,092 Cr
-
₹649 Cr
₹649 Cr
₹649 Cr
INFO
1.16
0.00
-
1.42
1.42
1.43
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.
Fund manager(s)
Dwijendra Srivastava
Rohit Seksaria
Clyton Fernandes

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