Sundaram Equity Saving IDCW Quarterly Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹100

Sundaram Equity Saving IDCW Quarterly Payout Direct Plan

NAV
₹23.8012
-0.12%
(30 Apr)
AUM
773 Cr
TER
0.55%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+23.7%
+23.7%
+21.5%
+21.5%
+16.5%
+15.5%
3Y
+13.6%
+13.6%
+14.0%
+14.0%
+12.8%
+9.5%
5Y
+11.6%
+11.6%
+11.7%
+11.7%
+12.2%
+8.9%
ALL
+9.4%
+9.4%
NA
+8.6%
NA
+7.2%
VOL
5.2%
6.3%
7.9%
7.9%
6.7%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹230 Cr
₹230 Cr
₹773 Cr
₹773 Cr
₹773 Cr
-
INFO
1.79
1.49
0.00
1.09
0.00
-
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
32.0%
Treps
9.5%
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
6.9%
Future on Reliance Industries Ltd
5.6%
ICICI Bank Ltd
5.1%
Hdfc Bank Limited April 2024
5.0%
Sundaram Liquid Dir Gr
4.5%
Future on ICICI Bank Ltd
3.6%
Infosys Ltd
3.6%
Top industry exposure
Financial Services
26.4%
Consumer Cyclical
8.7%
Energy
7.9%
Industrials
7.5%
Technology
6.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
431%
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