Sundaram Equity Savings-IDCWH

Fund Category: Equity Savings

Fund Category Equity Savings

Moderate Hybrid IDCW Half Yearly

0 Morning Star

0 Value Research

NAV( 14 Jul 2025)

₹ 15.79

1.01%

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Sundaram Equity Savings-IDCWH

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Performance

12.76%3y Returns

0.03% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.16%
Exit load

0.5% Exit load of 0.5% if redeemed within 7 days.

L After 365 days

Fund details

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Fund size

₹ 1,092 Cr
Plan

REGULAR
Launch date

22 Apr 2002
Fund type

OPEN
Fund benchmark

NIFTY Equity Savings Total Return Index
ISIN

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
GOI Sec 7.10 08/04/2034	6.22%
GOI Sec 7.04 03/06/2029	0.47%
GOI Sec 7.37 23/10/2028	1.43%
GOI Sec 7.23 15/04/2039	1.44%
Others EMM	1.05%
LIC Housing Finance Ltd Bonds/NCD 6.65 15/02/2027	2.28%
Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026	0.93%
Power Finance Corporation Ltd SR-155 Bonds 7.23 05/01/2027	0.92%
Net Payables	-2.12%
Repo	6.95%
Adani Enterprises Ltd	0.3%
Amara Raja Energy & Mobility Ltd	0.25%
Ambuja Cements Ltd	0.36%
GE Vernova T&D India Ltd	0.45%
Aurobindo Pharma Ltd	0.54%
Axis Bank Ltd	3.02%
Bajaj Finance Ltd	0.9%
Bajaj Auto Ltd	0.38%
Bajaj Finserv Ltd	0.11%
Bank Of Baroda	0.93%
Bharat Petroleum Corporation Ltd	0.6%
Bharti Airtel Ltd	9.45%
Zydus Lifesciences Ltd	0.37%
Coromandel International Ltd	0.71%
Cummins India Ltd	0.5%
Fortis Healthcare Ltd	0.33%
GAIL (India) Ltd	0.19%
Grasim Industries Ltd	0.51%
HCL Technologies Ltd	0.84%
HDFC Bank Ltd	3.5%
Hero Motocorp Ltd	0.41%
Hindalco Industries Ltd	0.95%
Hindustan Unilever Ltd	1.34%
ICRA Ltd	0.81%
ICICI Bank Ltd	2.91%
The Indian Hotels Company Ltd	0.18%
Infosys Ltd	5.7%
ITC Ltd	1.6%
JSW Steel Ltd	0.83%
Kotak Mahindra Bank Ltd	1.54%
Larsen & Toubro Ltd	1.71%
Lupin Ltd	0.46%
Mahindra & Mahindra Ltd	1.29%
Marico Ltd	0.37%
Maruti Suzuki India Ltd	0.59%
UNO Minda Ltd	0.39%
NTPC Ltd	0.55%
Reliance Industries Ltd	9.07%
Shriram Finance Ltd	0.84%
State Bank of India	4.01%
Sun Pharmaceutical Industries Ltd	0.42%
TVS Motor Company Ltd	0.8%
Tata Consultancy Services Ltd	0.61%
Tata Motors Ltd	0.18%
Tata Power Company Ltd	0.49%
Tata Consumer Products Ltd	0.58%
Tech Mahindra Ltd	0.34%
Titan Company Ltd	0.01%
Ultratech Cement Ltd	0.48%
United Spirits Ltd	0.65%
Jubilant FoodWorks Ltd	0.42%
Prestige Estates Projects Ltd	0.21%
Indus Towers Ltd	0.27%
Interglobe Aviation Ltd	1.5%
BSE Ltd	0.36%
Varun Beverages Ltd	0.32%
SBI Life Insurance Company Ltd	0.46%
HDFC Life Insurance Co Ltd	0.58%
Cash Margin	34.35%
Amber Enterprises India Ltd	0.72%
Polycab India Ltd	0.2%
Computer Age Management Services Ltd	0.37%
Prudent Corporate Advisory Services Ltd	0.18%
Mankind Pharma Ltd	0.4%
National Bank For Agriculture & Rural Development SR 24A FRB 7.50	0.92%
Indegene Ltd	0.17%
Canara Bank CD 04/12/2025	2.23%
Export-Import Bank Of India CD 30/12/2025	2.22%
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43	1.39%
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027	0.93%
Reserve Bank of India T-Bills 364-D 18/12/2025	2.23%
Ambuja Cements Ltd Futures 07/2025	-0.05%
Hindustan Unilever Ltd Futures 07/2025	-0.67%
HDFC Bank Ltd Futures 07/2025	-0.43%
Tata Motors Ltd Futures 07/2025	-0.18%
Titan Company Ltd Futures 07/2025	-0.01%
State Bank of India Futures 07/2025	-2.7%
Kotak Mahindra Bank Ltd Futures 07/2025	-0.37%
Reliance Industries Ltd Futures 07/2025	-6.46%
Indus Towers Ltd Futures 07/2025	-0.01%
JSW Steel Ltd Futures 07/2025	-0.83%
Interglobe Aviation Ltd Futures 07/2025	-0.86%
HDFC Life Insurance Co Ltd Futures 07/2025	-0.58%
Bajaj Finance Ltd Futures 07/2025	-0.06%
Aurobindo Pharma Ltd Futures 07/2025	-0.55%
Infosys Ltd Futures 07/2025	-4.6%
NTPC Ltd Futures 07/2025	-0.55%
Larsen & Toubro Ltd Futures 07/2025	-0.74%
ITC Ltd Futures 07/2025	-1.23%
Hindalco Industries Ltd Futures 07/2025	-0.96%
Bajaj Finserv Ltd Futures 07/2025	-0.11%
Mahindra & Mahindra Ltd Futures 07/2025	-0.24%
Lupin Ltd Futures 07/2025	-0.14%
Axis Bank Ltd Futures 07/2025	-1.79%
Tata Consultancy Services Ltd Futures 07/2025	-0.14%
Bank Of Baroda Futures 07/2025	-0.93%
SBI Life Insurance Company Ltd Futures 07/2025	-0.09%
Grasim Industries Ltd Futures 07/2025	-0.05%
Adani Enterprises Ltd Futures 07/2025	-0.3%
TVS Motor Company Ltd Futures 07/2025	-0.8%
United Spirits Ltd Futures 07/2025	-0.24%
Bharti Airtel Ltd Futures 07/2025	-7.67%

Sectors

Company	Allocation %
Others	40.23%
Automobile	2.82%
Construction	1.18%
Consumer Staples	2.72%
Materials	1.25%
Financial	25.60%
Capital Goods	1.40%
Consumer Discretionary	0.72%
Chemicals	0.71%
Services	2.78%
Sovereign	9.56%
Energy	3.89%
Technology	2.75%
Insurance	0.37%
Metals & Mining	-0.01%
Healthcare	2.00%
Communication	2.04%

Risk Associated

Moderate

Investors be aware that principal under this fund will be at Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

48
AUM

₹ 70,361 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Dwijendra Srivastava

Funds Offered

21
AUM

₹ 28,341 Cr
Highest Return

15.78%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Sundaram Equity Savings-IDCWH?

The current NAV of Sundaram Equity Savings-IDCWH is ₹ 15.7869

How much does Sundaram Equity Savings-IDCWH charge as expense ratio?

The expense ratio of Sundaram Equity Savings-IDCWH is 2.16%

How to Redeem Sundaram Equity Savings-IDCWH Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Equity Savings-IDCWH?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Sundaram Equity Savings-IDCWH through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Equity Savings-IDCWH based on your investment objective and risk profile.

What is the return of Sundaram Equity Savings-IDCWH?

For Sundaram Equity Savings-IDCWH, 3-year return is 12.76% per annum and 5-year return is 11.96% per annum. Check the return performance in detail on the page.