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AllocationEquity Savings

Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl

3Y Annualised

13.15%

0.19% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.57%

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 7 months

NIFTY 50

4 years 1 months

FD

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

Fund Managers

DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
SK
Sudhir KediaFund Manager Since 29 Oct 2019
RS
Rohit SeksariaFund Manager Since 1 Jan 2022

About Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl

Sundaram Equity Savings Quarterly Payout 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 Quarterly Payout 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 Quarterly Payout of Income Distribution cum Cap Wdrl as of Fri Jun 27 2025 is ₹17.116. The fund has an expense ratio of 2.18%, which is medium comparable to most other Allocation funds.

Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl returns for the last 1 year are 8.27%. Since launch, it has delivered 7.87% average annual returns.

The Sundaram Equity Savings Quarterly Payout 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 Quarterly Payout of Income Distribution cum Cap Wdrl.

  1. Reliance Industries Ltd: 9.23%
  2. Bharti Airtel Ltd: 8.62%
  3. Future on Reliance Industries Ltd: 8.30%
  4. Future on Bharti Airtel Ltd: 7.44%
  5. 7.1% Govt Stock 2034: 6.53%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2002-05-23
Emailcustomer@principalindia.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressPrincipal 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 Quarterly Payout of Income Distribution cum Cap Wdrl

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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