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
₹24.9648
+0.19%
(27 Jun)
AUM
1,207 Cr
TER
0.59%
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
+10.0%
+7.8%
+7.8%
+5.9%
+4.2%
+4.2%
3Y
+14.4%
+13.3%
+13.3%
+9.7%
+13.3%
+13.3%
5Y
+15.5%
+12.7%
+12.7%
+9.0%
+11.5%
+11.5%
ALL
NA
+8.8%
NA
+7.6%
+9.1%
+9.1%
VOL
6.7%
7.8%
7.8%
-
6.6%
6.6%
TER
0.6%
0.6%
0.6%
-
0.7%
0.7%
AUM
₹1,207 Cr
₹1,207 Cr
₹1,207 Cr
-
₹786 Cr
₹786 Cr
INFO
0.00
1.14
0.00
-
1.38
1.38
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
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
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