DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AllocationEquity Savings
Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl
3Y Annualised
14.38%
0.19% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.70%
0.19% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 2 months
NIFTY 50
4 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹1091.91 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
0.5% if redeemed within 7 days
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
1.94%
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.94%
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
1.86%
8th
Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.70%
Fund Managers
SK
Sudhir KediaFund Manager Since 29 Oct 2019
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl
Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl has ₹1091.91 Cr worth of assets under management (AUM) as of Fri Jul 18 2025. The latest Net Asset Value (NAV) of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl as of Fri Jun 27 2025 is ₹24.9648. The fund has an expense ratio of 0.63%, which is medium comparable to most other Allocation funds.
Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl returns for the last 1 year are 9.97%. Since launch, it has delivered 9.51% average annual returns.
The Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl has the majority of its money invested in Communication Services, Energy, null, Technology, Financial Services sectors.
Top 5 Holdings of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl.
- Bharti Airtel Ltd: 9.45%
- Reliance Industries Ltd: 9.07%
- Future on Bharti Airtel Ltd: 7.67%
- Future on Reliance Industries Ltd: 6.46%
- 7.1% Govt Stock 2034: 6.22%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
17.06%
expense ratio
0.70%
fund size
₹6428.51 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
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expense ratio
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fund size
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Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
19.36%
expense ratio
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fund size
₹1112.64 Cr
Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹468.41 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.54%
expense ratio
0.41%
fund size
₹468.41 Cr
FAQs
What is the current NAV of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
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What is the PE and PB ratio of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
What are the top 5 holdings of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
What are the top 3 sectors that Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl has invested in?
Who is the manager of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
What is the exit load of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
How to Redeem Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
Can I invest in SIP and a Lump Sum of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl?
