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
₹22.3668
-0.40%
(21 Sep)
AUM
588 Cr
TER
0.6%
Risk
Moderately High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+10.0%
+8.9%
+8.2%
+8.2%
+8.1%
+8.1%
3Y
+15.4%
+11.2%
+15.1%
+15.1%
+15.7%
+15.7%
5Y
+11.0%
+8.0%
+11.1%
+11.1%
+10.1%
+10.1%
ALL
+8.7%
+7.3%
NA
+8.7%
NA
+8.1%
VOL
6.7%
-
6.7%
6.7%
7.8%
7.8%
TER
0.6%
-
0.6%
0.6%
0.6%
0.6%
AUM
₹588 Cr
-
₹588 Cr
₹588 Cr
₹588 Cr
₹588 Cr
INFO
1.30
-
0.00
1.30
0.00
1.04
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 Aug
Top holdings
Cash Offset For Derivatives
26.9%
Treps
8.8%
HDFC Bank Ltd
7.5%
Reverse Repo
6.7%
ICICI Bank Ltd
4.9%
Hdfc Bank Limited September 2023
4.2%
Infosys Ltd
4.1%
Margin Money For Derivatives
3.3%
Tech Mahindra Ltd
3.3%
Future on ICICI Bank Ltd
3.2%
Top industry exposure
Financial Services
24.9%
Technology
9.9%
Consumer Cyclical
9.3%
Industrials
7.2%
Healthcare
5.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
394%
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