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 29th Feb
Top holdings
Cash Offset For Derivatives
33.0%
Treps
10.5%
HDFC Bank Ltd
7.3%
Reliance Industries Ltd
7.1%
Reliance Industries Limited March 2024
5.7%
ICICI Bank Ltd
5.1%
Hdfc Bank Limited March 2024
5.0%
Infosys Ltd
4.2%
Icici Bank Limited March 2024
3.6%
Axis Bank Ltd
3.6%
Top industry exposure
Financial Services
27.3%
Consumer Cyclical
9.1%
Energy
8.2%
Technology
7.1%
Industrials
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
431%
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.