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
1,092 Cr
TER
0.62%
Risk
Moderate Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.0%
+8.0%
+8.0%
+6.2%
+6.2%
+5.2%
3Y
+14.4%
+14.1%
+14.1%
+14.0%
+14.0%
+9.8%
5Y
+15.5%
+15.2%
+15.2%
+14.6%
+14.6%
+10.8%
ALL
NA
+9.0%
NA
+9.5%
+9.5%
+7.9%
VOL
6.7%
7.8%
7.8%
6.6%
6.6%
-
TER
0.6%
0.6%
0.6%
0.7%
0.7%
-
AUM
₹1,092 Cr
₹1,092 Cr
₹1,092 Cr
₹649 Cr
₹649 Cr
-
INFO
0.00
1.15
0.00
1.43
1.43
-
See fund holdings as of 31st Jul
Top holdings
Cash Offset For Derivatives
35.9%
Bharti Airtel Ltd
8.8%
Reliance Industries Ltd
8.3%
Future on Bharti Airtel Ltd
7.2%
ICICI Bank Ltd
6.4%
7.1% Govt Stock 2034
6.1%
Future on Reliance Industries Ltd
5.8%
Infosys Ltd
5.1%
Future on Infosys Ltd
4.1%
Treps
4.1%
Top industry exposure
Financial Services
23.9%
Energy
9.1%
Communication Services
9.0%
Technology
6.4%
Industrials
5.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
71%
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