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
₹24.9648
+0.19%
(27 Jun)
AUM
1,153 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.0%
+4.9%
+4.9%
+4.9%
+4.8%
+4.5%
3Y
+14.4%
+15.1%
+15.1%
+15.1%
+15.0%
+10.4%
5Y
+15.5%
+14.5%
+14.5%
+14.5%
+14.2%
+10.7%
ALL
+9.5%
+9.7%
+9.7%
+9.7%
+9.6%
+7.9%
VOL
6.7%
6.6%
6.6%
6.6%
7.0%
-
TER
0.6%
0.7%
0.7%
0.7%
0.7%
-
AUM
₹1,153 Cr
₹671 Cr
₹671 Cr
₹671 Cr
₹671 Cr
-
INFO
1.42
1.46
1.46
1.46
1.37
-
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 Sep
Top holdings
Cash Offset For Derivatives
36.6%
Bharti Airtel Ltd
9.1%
Reliance Industries Ltd
8.1%
ICICI Bank Ltd
7.4%
Future on Bharti Airtel Ltd
7.2%
Future on Reliance Industries Ltd
6.0%
7.1% Govt Stock 2034
5.8%
HDFC Bank Ltd
5.0%
Future on ICICI Bank Ltd
4.6%
State Bank of India
4.1%
Top industry exposure
Financial Services
30.0%
Communication Services
9.3%
Energy
8.7%
Consumer Cyclical
6.0%
Industrials
5.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
77%
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

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