DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AllocationEquity Savings
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
3Y Annualised
12.66%
3.59% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.64%
3.59% 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 10 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹1201.14 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
Sundaram Equity Savings Direct Plan Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
3.73%
2nd
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl
3.73%
3rd
Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl
3.64%
4th
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
3.64%
5th
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
Fund Managers
SK
Sudhir KediaFund Manager Since 29 Oct 2019
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl
Sundaram Equity Savings Half Yearly 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 23 years, having been launched on 2002-05-23. Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl has ₹1201.14 Cr worth of assets under management (AUM) as of Sun Dec 14 2025. The latest Net Asset Value (NAV) of Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl as of Fri Dec 12 2025 is ₹16.1032. The fund has an expense ratio of 2.14%, which is medium comparable to most other Allocation funds.
Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl returns for the last 1 year are 8.96%. Since launch, it has delivered 7.95% average annual returns.
The Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl has the majority of its money invested in Communication Services, Energy, null, Financial Services sectors.
Top 5 Holdings of Sundaram Equity Savings Half Yearly Reinvestment of Income Distribution cum Cap Wdrl.
- Bharti Airtel Ltd: 9.89%
- Reliance Industries Ltd: 8.89%
- Future on Bharti Airtel Ltd: 7.75%
- ICICI Bank Ltd: 7.32%
- Future on Reliance Industries Ltd: 6.59%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2002-05-23 |
| 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 Half Yearly 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. |
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Sundaram Banking & PSU Fund Regular Growth
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
