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)
5 years 2 months
4 years 1 months
9 years 7 months
Fund info
Fund size
₹1049.28 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
0.5% if redeemed within 7 days
Risk Profile
Moderate Risk
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
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
3rd
Mirae Asset Equity Savings Fund Direct Payout of Income Distribution cum capital withdrawal
4th
Mirae Asset Equity Savings Fund Direct Reinvestment of Income Distribution cum capital withdrawal
5th
Mirae Asset Equity Savings Fund Direct Growth
26th
Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl
Fund Managers
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 ₹1049.28 Cr worth of assets under management (AUM) as of Tue Jul 01 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 Energy, Communication Services, null, Technology, Financial Services sectors.
Top 5 Holdings of Sundaram Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wdrl.
- Reliance Industries Ltd: 9.23%
- Bharti Airtel Ltd: 8.62%
- Future on Reliance Industries Ltd: 8.30%
- Future on Bharti Airtel Ltd: 7.44%
- 7.1% Govt Stock 2034: 6.53%
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. |
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Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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