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Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan
Hybrid
Equity Savings
Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan
SIP amount
₹
Temporarily restricted by fund house
Lumpsum amount
₹
Temporarily restricted by fund house
Invest now
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Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan
NAV
₹24.8000
+0.32%
(29 Nov)
AUM
990 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback
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Compare with other fund
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Sundaram Equity Saving...
Category Average
1Y
+24.2%
+24.2%
+24.2%
+23.6%
+17.1%
+13.7%
3Y
+14.2%
+14.2%
+14.2%
+14.0%
+11.9%
+9.4%
5Y
+13.8%
+13.8%
+13.8%
+14.0%
+14.0%
+10.0%
ALL
+9.9%
+9.9%
+9.9%
+9.9%
+9.5%
+8.0%
VOL
6.9%
6.9%
6.9%
6.5%
6.7%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹548 Cr
₹548 Cr
₹548 Cr
₹548 Cr
₹990 Cr
-
INFO
1.44
1.44
1.44
1.52
1.41
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Equity Saving IDCW Quarterly Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 31st Oct
Top holdings
Cash Offset For Derivatives
30.5%
7.1% Govt Stock 2034
6.7%
Reliance Industries Ltd
5.6%
Bank Of Baroda - 06/12/2024
5.0%
Punjab National Bank - 20/12/2024**
5.0%
Bharti Airtel Ltd
4.9%
Future on Reliance Industries Ltd
4.6%
Axis Bank Ltd
4.3%
Treps
3.7%
Infosys Ltd
3.6%
Top industry exposure
Financial Services
20.9%
Consumer Cyclical
8.2%
Industrials
7.9%
Technology
7.1%
Energy
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
64%
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time