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

Sundaram Equity Saving IDCW Payout Direct Plan

NAV
₹16.6706
-0.43%
(20 Dec)
AUM
1,005 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+25.7%
+25.7%
+25.7%
+25.6%
+15.4%
+11.7%
3Y
+15.2%
+15.2%
+15.2%
+15.2%
+13.9%
+9.6%
5Y
+14.6%
+14.6%
+14.6%
+14.3%
+15.0%
+10.0%
ALL
+10.1%
+10.1%
+10.1%
+10.1%
NA
+8.0%
VOL
6.1%
6.5%
6.5%
6.9%
7.9%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹583 Cr
₹583 Cr
₹583 Cr
₹583 Cr
₹1,005 Cr
-
INFO
1.66
1.56
1.56
1.47
0.00
-
See fund holdings as of 31st Oct
Top holdings
Cash Offset For Derivatives
30.5%
7.1% Govt Stock 2034
6.7%
Reliance Industries Ltd
5.6%
Bank Of Baroda - 06/12/2024
5.0%
Punjab National Bank - 20/12/2024**
5.0%
Bharti Airtel Ltd
4.9%
Future on Reliance Industries Ltd
4.6%
Axis Bank Ltd
4.3%
Treps
3.7%
Infosys Ltd
3.6%
Top industry exposure
Financial Services
20.9%
Consumer Cyclical
8.2%
Industrials
7.9%
Technology
7.1%
Energy
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
65%
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