Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan

NAV
₹24.0654
+0.07%
(28 Mar)
AUM
1,033 Cr
TER
0.77%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.4%
+8.4%
+7.1%
+7.1%
+6.9%
+6.3%
3Y
+11.4%
+11.4%
+11.8%
+11.8%
+10.5%
+8.6%
5Y
+14.7%
+14.7%
+16.5%
+16.5%
+15.6%
+12.3%
ALL
+10.0%
+10.0%
+8.6%
NA
+8.9%
+7.8%
VOL
6.0%
6.0%
7.9%
7.9%
6.7%
-
TER
0.6%
0.6%
0.8%
0.8%
0.8%
-
AUM
₹641 Cr
₹641 Cr
₹1,033 Cr
₹1,033 Cr
₹1,033 Cr
-
INFO
1.67
1.67
1.08
0.00
1.33
-
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 28th Feb
Top holdings
Cash Offset For Derivatives
40.6%
Reliance Industries Ltd
7.9%
Future on Reliance Industries Ltd
7.1%
7.1% Govt Stock 2034
6.4%
Infosys Ltd
5.7%
Infosys Limited March 2025
5.1%
Bharti Airtel Ltd
4.8%
Axis Bank Ltd
3.7%
Future on Bharti Airtel Ltd
3.7%
Treps
3.5%
Top industry exposure
Financial Services
19.0%
Technology
10.1%
Consumer Cyclical
10.0%
Energy
8.2%
Industrials
6.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
59%
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