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
₹24.5002
-0.03%
(24 Dec)
AUM
1,005 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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.4%
+24.4%
+24.4%
+24.3%
+13.3%
+11.3%
3Y
+14.9%
+14.9%
+14.9%
+14.9%
+11.4%
+9.4%
5Y
+14.6%
+14.6%
+14.6%
+14.3%
+13.8%
+10.0%
ALL
+10.1%
+10.1%
+10.1%
+10.0%
+9.3%
+8.0%
VOL
6.5%
6.5%
6.1%
6.8%
6.7%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹583 Cr
₹583 Cr
₹583 Cr
₹583 Cr
₹1,005 Cr
-
INFO
1.56
1.56
1.65
1.46
1.38
-
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 30th Nov
Top holdings
Cash Offset For Derivatives
31.5%
7.1% Govt Stock 2034
6.6%
Treps
6.4%
Reliance Industries Ltd
6.0%
Bharti Airtel Ltd
5.2%
Future on Reliance Industries Ltd
5.1%
Bank Of Baroda
5.0%
Punjab National Bank
5.0%
Axis Bank Ltd
4.1%
Infosys Ltd
3.9%
Top industry exposure
Financial Services
20.2%
Consumer Cyclical
8.4%
Industrials
7.7%
Technology
7.4%
Energy
7.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
65%
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