Sundaram Equity Saving IDCW Quarterly Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Equity Saving IDCW Quarterly Payout Direct Plan

NAV
₹24.7576
+0.24%
(24 Jun)
AUM
1,049 Cr
TER
0.63%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+9.5%
+9.5%
+9.4%
+9.4%
+9.4%
+6.5%
3Y
+14.7%
+14.7%
+14.3%
+16.2%
+16.2%
+11.3%
5Y
+15.4%
+15.4%
+15.2%
+16.3%
+16.3%
+11.6%
ALL
+9.4%
NA
NA
+9.1%
NA
+8.0%
VOL
6.7%
6.7%
6.7%
7.9%
7.9%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹1,049 Cr
₹1,049 Cr
₹1,049 Cr
₹1,049 Cr
₹1,049 Cr
-
INFO
1.41
0.00
0.00
1.16
0.00
-
See fund holdings as of 31st May
Top holdings
Cash Offset For Derivatives
33.8%
Reliance Industries Ltd
9.2%
Bharti Airtel Ltd
8.6%
Future on Reliance Industries Ltd
8.3%
Future on Bharti Airtel Ltd
7.4%
7.1% Govt Stock 2034
6.5%
Infosys Ltd
5.2%
Treps
4.9%
Infosys Limited Jun 2025
4.7%
ICICI Bank Ltd
3.3%
Top industry exposure
Financial Services
17.0%
Energy
9.5%
Communication Services
9.0%
Industrials
6.7%
Consumer Cyclical
6.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
71%
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
Rohit Seksaria
Clyton Fernandes

FAQs