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
₹21.4131
+0.17%
(28 Nov)
AUM
407 Cr
TER
0.65%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.8%
+5.8%
+5.8%
+5.6%
+5.6%
+3.4%
3Y
+14.0%
+14.0%
+14.0%
+13.3%
+13.3%
+8.8%
5Y
+10.0%
+10.0%
+10.0%
+8.6%
+8.6%
+7.0%
ALL
NA
+8.6%
+8.6%
NA
+7.7%
+7.3%
VOL
6.8%
6.8%
6.8%
7.9%
7.9%
-
TER
0.7%
0.7%
0.7%
0.7%
0.7%
-
AUM
₹407 Cr
₹407 Cr
₹407 Cr
₹407 Cr
₹407 Cr
-
INFO
0.00
1.27
1.27
0.00
0.98
-
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
30.1%
HDFC Bank Ltd
7.7%
ICICI Bank Ltd
7.3%
Future on HDFC Bank Ltd
5.8%
Treps
4.9%
364 Dtb 19012023
4.8%
Future on ICICI Bank Ltd
4.4%
Infosys Ltd
4.4%
5.22% Govt Stock 2025
3.5%
Tech Mahindra Ltd
3.5%
Top industry exposure
Financial Services
34.1%
Consumer Cyclical
11.3%
Technology
9.7%
Industrials
9.3%
Consumer Defensive
4.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
429%
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