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

Sundaram Equity Saving IDCW Reinvest Direct Plan

NAV
₹16.0124
-0.56%
(1 Apr)
AUM
1,033 Cr
TER
0.77%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+7.3%
+7.3%
+7.3%
+6.5%
+6.5%
+5.6%
3Y
+11.4%
+11.4%
+11.4%
+11.6%
+11.6%
+8.3%
5Y
+14.3%
+14.3%
+14.3%
+16.5%
+16.5%
+12.2%
ALL
+9.8%
+9.8%
+9.8%
+8.6%
NA
+7.7%
VOL
5.9%
5.9%
5.9%
7.9%
7.9%
-
TER
0.7%
0.7%
0.7%
0.8%
0.8%
-
AUM
₹7,897 Cr
₹7,897 Cr
₹7,897 Cr
₹1,033 Cr
₹1,033 Cr
-
INFO
1.67
1.67
1.67
1.09
0.00
-
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 28th Feb
Top holdings
Cash Offset For Derivatives
40.6%
Reliance Industries Ltd
7.9%
Future on Reliance Industries Ltd
7.1%
7.1% Govt Stock 2034
6.4%
Infosys Ltd
5.7%
Infosys Limited March 2025
5.1%
Bharti Airtel Ltd
4.8%
Axis Bank Ltd
3.7%
Future on Bharti Airtel Ltd
3.7%
Treps
3.5%
Top industry exposure
Financial Services
19.0%
Technology
10.1%
Consumer Cyclical
10.0%
Energy
8.2%
Industrials
6.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
59%
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