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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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This scheme is merged with
Sundaram Equity Saving IDCW Reinvest Direct Plan
Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan
NAV
₹24.9648
+0.19%
(27 Jun)
AUM
1,092 Cr
TER
0.62%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback
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Compare with other fund
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Category Average
1Y
+10.0%
+8.0%
+8.0%
+6.2%
+6.2%
+5.2%
3Y
+14.4%
+14.1%
+14.1%
+14.0%
+14.0%
+9.8%
5Y
+15.5%
+15.2%
+15.2%
+14.6%
+14.6%
+10.8%
ALL
+9.5%
+9.0%
NA
+9.5%
+9.5%
+7.9%
VOL
6.7%
7.8%
7.8%
6.6%
6.6%
-
TER
0.6%
0.6%
0.6%
0.7%
0.7%
-
AUM
₹1,092 Cr
₹1,092 Cr
₹1,092 Cr
₹649 Cr
₹649 Cr
-
INFO
1.42
1.15
0.00
1.43
1.43
-
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 Jul
Top holdings
Cash Offset For Derivatives
35.9%
Bharti Airtel Ltd
8.8%
Reliance Industries Ltd
8.3%
Future on Bharti Airtel Ltd
7.2%
ICICI Bank Ltd
6.4%
7.1% Govt Stock 2034
6.1%
Future on Reliance Industries Ltd
5.8%
Infosys Ltd
5.1%
Future on Infosys Ltd
4.1%
Treps
4.1%
Top industry exposure
Financial Services
23.9%
Energy
9.1%
Communication Services
9.0%
Technology
6.4%
Industrials
5.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
71%
Lock-in period
-
Exit load
• 0.5% for redemption within 7 days
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
Rohit Seksaria
Clyton Fernandes
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time