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
₹24.9930
-0.07%
(30 May)
AUM
1,004 Cr
TER
0.65%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.8%
+11.6%
+11.6%
+8.9%
+8.9%
+8.3%
3Y
+13.3%
+14.7%
+14.7%
+13.5%
+13.5%
+10.4%
5Y
+16.0%
+16.9%
+16.9%
+15.8%
+15.8%
+12.1%
ALL
NA
+9.1%
NA
+9.3%
+9.3%
+8.0%
VOL
6.7%
7.9%
7.9%
7.0%
7.0%
-
TER
0.7%
0.7%
0.7%
0.6%
0.6%
-
AUM
₹1,004 Cr
₹1,004 Cr
₹1,004 Cr
₹649 Cr
₹649 Cr
-
INFO
0.00
1.15
0.00
1.33
1.33
-
See fund holdings as of 30th Apr
Top holdings
Cash Offset For Derivatives
35.3%
Reliance Industries Ltd
9.5%
Bharti Airtel Ltd
9.1%
Future on Reliance Industries Ltd
8.6%
Future on Bharti Airtel Ltd
7.8%
7.1% Govt Stock 2034
6.8%
Infosys Ltd
5.2%
Infosys Limited May 2025
4.7%
Treps
3.5%
ICICI Bank Ltd
3.4%
Top industry exposure
Financial Services
17.4%
Energy
9.8%
Communication Services
9.5%
Consumer Cyclical
6.7%
Technology
6.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
72%
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