Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹100

Sundaram Equity Saving IDCW Quarterly Reinvest Direct Plan

NAV
₹24.1031
+0.04%
(28 Jan)
AUM
1,051 Cr
TER
0.6%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+17.0%
+17.0%
+17.0%
+16.9%
+10.8%
+8.4%
3Y
+12.9%
+12.9%
+12.9%
+12.8%
+10.3%
+8.6%
5Y
+12.9%
+12.9%
+12.9%
+12.6%
+13.3%
+9.4%
ALL
+9.6%
+9.6%
+9.6%
+9.5%
+9.1%
+7.9%
VOL
6.4%
6.6%
6.6%
7.0%
6.7%
-
TER
0.6%
0.6%
0.6%
0.6%
0.6%
-
AUM
₹646 Cr
₹646 Cr
₹646 Cr
₹646 Cr
₹1,051 Cr
-
INFO
1.48
1.45
1.45
1.36
1.35
-
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 Dec
Top holdings
Cash Offset For Derivatives
37.5%
Reliance Industries Ltd
7.9%
Future on Reliance Industries Ltd
7.1%
7.1% Govt Stock 2034
6.3%
Bharti Airtel Ltd
4.9%
Treps
4.6%
Axis Bank Ltd
3.9%
Infosys Ltd
3.8%
Future on Bharti Airtel Ltd
3.6%
Infosys Limited January 2025
3.1%
Top industry exposure
Financial Services
21.0%
Consumer Cyclical
10.2%
Energy
9.1%
Industrials
7.4%
Communication Services
6.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
64%
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