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

Sundaram Equity Saving IDCW Reinvest Direct Plan

NAV
₹17.1628
+0.31%
(15 Oct)
AUM
1,153 Cr
TER
0.61%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+5.3%
+4.9%
+4.9%
+4.9%
+4.8%
+4.5%
3Y
+14.3%
+15.1%
+15.1%
+15.1%
+15.0%
+10.4%
5Y
+15.1%
+14.5%
+14.5%
+14.5%
+14.2%
+10.7%
ALL
+9.0%
+9.7%
+9.7%
+9.7%
+9.6%
+7.9%
VOL
7.8%
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
1.16
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 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
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
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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