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

Sundaram Equity Saving Growth Direct Plan

NAV
₹76.4127
-0.11%
(27 Feb)
AUM
1,067 Cr
TER
0.75%
Risk
Moderate Risk
Rating
Insights
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Compare with other fund
1Y
+9.2%
+9.2%
+9.1%
+7.2%
+6.3%
+5.1%
3Y
+12.0%
+11.5%
+10.8%
+11.3%
+11.2%
+8.4%
5Y
+14.2%
+12.3%
+11.4%
+12.0%
+11.4%
+9.3%
ALL
+9.9%
+9.7%
+9.7%
+9.9%
+9.9%
+7.8%
VOL
5.9%
6.4%
4.9%
6.0%
5.7%
-
TER
0.8%
0.6%
0.6%
0.6%
0.7%
-
AUM
₹1,067 Cr
₹646 Cr
₹572 Cr
₹650 Cr
₹8,177 Cr
-
INFO
1.67
1.52
1.99
1.65
1.75
-
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 (G)
₹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 Jan
Top holdings
Cash Offset For Derivatives
41.6%
Reliance Industries Ltd
8.1%
Future on Reliance Industries Ltd
7.3%
7.1% Govt Stock 2034
6.2%
Bharti Airtel Ltd
5.0%
Infosys Ltd
4.6%
Infosys Limited February 2025
3.9%
Future on Bharti Airtel Ltd
3.7%
Axis Bank Ltd
3.5%
ICICI Bank Ltd
3.5%
Top industry exposure
Financial Services
21.3%
Consumer Cyclical
10.0%
Technology
8.9%
Energy
8.4%
Industrials
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
55%
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