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

Sundaram Equity Saving IDCW Payout Direct Plan

NAV
₹16.5634
-0.35%
(23 Jan)
AUM
1,207 Cr
TER
0.59%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+7.8%
+7.8%
+5.9%
+4.2%
+4.2%
+4.2%
3Y
+13.3%
+13.3%
+9.7%
+13.3%
+13.3%
+13.3%
5Y
+12.7%
+12.7%
+9.0%
+11.5%
+11.5%
+11.5%
ALL
+8.8%
NA
+7.6%
+9.1%
+9.1%
+9.1%
VOL
7.8%
7.8%
-
6.6%
6.6%
6.6%
TER
0.6%
0.6%
-
0.7%
0.7%
0.7%
AUM
₹1,207 Cr
₹1,207 Cr
-
₹786 Cr
₹786 Cr
₹786 Cr
INFO
1.14
0.00
-
1.38
1.38
1.39
See fund holdings as of 31st Dec
Top holdings
Cash Offset For Derivatives
37.6%
Bharti Airtel Ltd
9.9%
Reliance Industries Ltd
8.9%
Treps
8.7%
Bharti Airtel Ltd Jan-2026
7.7%
ICICI Bank Ltd
7.0%
Reliance Industries Ltd Jan-2026
6.6%
7.1% Govt Stock 2034
5.5%
HDFC Bank Ltd
5.2%
Icici Bank Ltd Jan-2026
4.4%
Top industry exposure
Financial Services
30.7%
Communication Services
9.9%
Energy
9.5%
Consumer Cyclical
6.8%
Industrials
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
72%
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