Sundaram Equity Savings-IDCWQ Payout

Fund Category: Equity Savings

Fund Category Equity Savings

Moderately High Hybrid IDCW Quarterly

3 Morning Star

3 Value Research

NAV( 24 Jan 2023)

₹ 15.06
3.39%

Sundaram Equity Savings-IDCWQ Payout

Invest now
Performance

13.21%3y Returns

0.11% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ -
  • Lock In

    0
  • Expense ratio

    2.34%
  • Exit load

    0.0% NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 423 Cr
  • Plan

    REGULAR
  • Launch date

    22 Apr 2002
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Equity Savings Total Return Index
  • ISIN

    INF173K01262
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %
Others 0.91%
Automobile 14.66%
Construction 2.62%
Consumer Staples 3.18%
Financial 24.32%
Capital Goods 7.07%
Chemicals 0.48%
Services 3.41%
Sovereign 14.66%
Energy 1.53%
Technology 5.91%
Metals & Mining 0.74%
Healthcare 1.96%
Communication 2.54%
Risk Associated
Moderately High
  • Investors be aware that principal under this fund will be at Moderately High risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

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.

  • Funds Offered

    15
  • AUM

    ₹ 15,000 Cr
  • Highest Return

    13.09%
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

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

SBI Equity Savings Reg-G

3 Morning Star

4 Value Research

2.83 %

3 Morning Star

4 Value Research

NAV

17.63

1M Returns

2.83%

1Y Returns

13.19%

3Y Returns

12.01%

Min. Investment

Rs.500.0

Fund Size

Rs.2305.19 Cr

Fund Manager

Nidhi Chawla
Moderately High Hybrid G
More

NAV

17.63

Min Investment

₹500.0

Fund Size

₹2305.19 cr

Fund Manager

Nidhi Chawla
ADD to watchlist
ICICI Pru Equity Savings-G

3 Morning Star

3 Value Research

1.25 %

3 Morning Star

3 Value Research

NAV

18.16

1M Returns

1.25%

1Y Returns

8.85%

3Y Returns

8.35%

Min. Investment

Rs.100.0

Fund Size

Rs.4965.01 Cr

Fund Manager

Kayzad Eghlim
Low to Moderate Hybrid G
More

NAV

18.16

Min Investment

₹100.0

Fund Size

₹4965.01 cr

Fund Manager

Kayzad Eghlim
ADD to watchlist
Axis Equity Saver Reg-G

3 Morning Star

3 Value Research

2.73 %

3 Morning Star

3 Value Research

NAV

16.9

1M Returns

2.73%

1Y Returns

14.57%

3Y Returns

11.71%

Min. Investment

Rs.100.0

Fund Size

Rs.1046.51 Cr

Fund Manager

R Sivakumar
Moderately High Hybrid G
More

NAV

16.9

Min Investment

₹100.0

Fund Size

₹1046.51 cr

Fund Manager

R Sivakumar
ADD to watchlist
Mirae Asset Equity Savings Fund Reg-G

4 Morning Star

5 Value Research

2.76 %

4 Morning Star

5 Value Research

NAV

15.11

1M Returns

2.76%

1Y Returns

16.03%

3Y Returns

13.89%

Min. Investment

Rs.1000.0

Fund Size

Rs.589.03 Cr

Fund Manager

Mahendra Kumar Jajoo
Moderately High Hybrid G
More

NAV

15.11

Min Investment

₹1000.0

Fund Size

₹589.03 cr

Fund Manager

Mahendra Kumar Jajoo
ADD to watchlist
Edelweiss Equity Savings Reg-G

4 Morning Star

5 Value Research

2.23 %

4 Morning Star

5 Value Research

NAV

18.85

1M Returns

2.23%

1Y Returns

11.92%

3Y Returns

11.12%

Min. Investment

Rs.500.0

Fund Size

Rs.269.82 Cr

Fund Manager

Dhawal Dalal
Moderately High Hybrid G
More

NAV

18.85

Min Investment

₹500.0

Fund Size

₹269.82 cr

Fund Manager

Dhawal Dalal
ADD to watchlist
Nippon India Equity Savings-G

1 Morning Star

1 Value Research

3.13 %

1 Morning Star

1 Value Research

NAV

12.75

1M Returns

3.13%

1Y Returns

12.25%

3Y Returns

-0.05%

Min. Investment

Rs.100.0

Fund Size

Rs.184.91 Cr

Fund Manager

Dhrumil Shah
Moderate Hybrid G
More

NAV

12.75

Min Investment

₹100.0

Fund Size

₹184.91 cr

Fund Manager

Dhrumil Shah
ADD to watchlist
Franklin India Equity Savings Fund Reg-G

3 Morning Star

3 Value Research

2.67 %

3 Morning Star

3 Value Research

NAV

13.17

1M Returns

2.67%

1Y Returns

13.17%

3Y Returns

9.4%

Min. Investment

Rs.500.0

Fund Size

Rs.159.37 Cr

Fund Manager

Anand Radhakrishnan
Moderately High Hybrid G
More

NAV

13.17

Min Investment

₹500.0

Fund Size

₹159.37 cr

Fund Manager

Anand Radhakrishnan
ADD to watchlist
DSP Equity Savings Reg-G

2 Morning Star

2 Value Research

3.76 %

2 Morning Star

2 Value Research

NAV

16.76

1M Returns

3.76%

1Y Returns

13.33%

3Y Returns

10.11%

Min. Investment

Rs.500.0

Fund Size

Rs.539.31 Cr

Fund Manager

Kedar Karnik
Moderately High Hybrid G
More

NAV

16.76

Min Investment

₹500.0

Fund Size

₹539.31 cr

Fund Manager

Kedar Karnik
ADD to watchlist
HDFC Equity Savings-G

5 Morning Star

4 Value Research

3.31 %

5 Morning Star

4 Value Research

NAV

50.82

1M Returns

3.31%

1Y Returns

17.28%

3Y Returns

11.07%

Min. Investment

Rs.100.0

Fund Size

Rs.2614.74 Cr

Fund Manager

Anil Bamboli
Moderately High Hybrid G
More

NAV

50.82

Min Investment

₹100.0

Fund Size

₹2614.74 cr

Fund Manager

Anil Bamboli
ADD to watchlist
HSBC Equity Savings-G

3 Morning Star

3 Value Research

1.76 %

3 Morning Star

3 Value Research

NAV

23.36

1M Returns

1.76%

1Y Returns

15.28%

3Y Returns

10.45%

Min. Investment

Rs.500.0

Fund Size

Rs.169.52 Cr

Fund Manager

Ritesh Jain
Moderate Hybrid G
More

NAV

23.36

Min Investment

₹500.0

Fund Size

₹169.52 cr

Fund Manager

Ritesh Jain
ADD to watchlist
IDFC Equity Savings Regular-G

2 Morning Star

3 Value Research

1.7 %

2 Morning Star

3 Value Research

NAV

25.46

1M Returns

1.7%

1Y Returns

9.69%

3Y Returns

8.53%

Min. Investment

Rs.100.0

Fund Size

Rs.100.38 Cr

Fund Manager

Sachin Relekar
Low to Moderate Hybrid G
More

NAV

25.46

Min Investment

₹100.0

Fund Size

₹100.38 cr

Fund Manager

Sachin Relekar
ADD to watchlist
Sundaram Equity Savings-G

5 Morning Star

3 Value Research

3.39 %

5 Morning Star

3 Value Research

NAV

52.39

1M Returns

3.39%

1Y Returns

18.56%

3Y Returns

13.21%

Min. Investment

Rs.100.0

Fund Size

Rs.422.59 Cr

Fund Manager

Dwijendra Srivastava
Moderately High Hybrid G
More

NAV

52.39

Min Investment

₹100.0

Fund Size

₹422.59 cr

Fund Manager

Dwijendra Srivastava
ADD to watchlist
Sundaram Equity Savings Fund Reg-G

- Morning Star

- Value Research

0.54 %

- Morning Star

- Value Research

NAV

12.5

1M Returns

0.54%

1Y Returns

8.08%

3Y Returns

7.49%

Min. Investment

Rs.100.0

Fund Size

Rs.157.58 Cr

Fund Manager

-
Moderate Hybrid G
More

NAV

12.5

Min Investment

₹100.0

Fund Size

₹157.58 cr

Fund Manager

-
ADD to watchlist
Invesco India Equity Savings Fund Reg-G

2 Morning Star

1 Value Research

2.48 %

2 Morning Star

1 Value Research

NAV

12.44

1M Returns

2.48%

1Y Returns

11.43%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.140.57 Cr

Fund Manager

Amit Nigam
Moderately High Hybrid G
More

NAV

12.44

Min Investment

₹500.0

Fund Size

₹140.57 cr

Fund Manager

Amit Nigam
ADD to watchlist
Kotak Equity Savings Reg-G

4 Morning Star

5 Value Research

2.39 %

4 Morning Star

5 Value Research

NAV

19.6

1M Returns

2.39%

1Y Returns

12.04%

3Y Returns

10.34%

Min. Investment

Rs.1000.0

Fund Size

Rs.2082.76 Cr

Fund Manager

Abhishek Bisen
Moderate Hybrid G
More

NAV

19.6

Min Investment

₹1000.0

Fund Size

₹2082.76 cr

Fund Manager

Abhishek Bisen
ADD to watchlist
Aditya Birla SL Equity Savings Reg-G

2 Morning Star

2 Value Research

3.34 %

2 Morning Star

2 Value Research

NAV

17.31

1M Returns

3.34%

1Y Returns

13.9%

3Y Returns

11.27%

Min. Investment

Rs.500.0

Fund Size

Rs.484.73 Cr

Fund Manager

Dhaval Shah
Moderately High Hybrid G
More

NAV

17.31

Min Investment

₹500.0

Fund Size

₹484.73 cr

Fund Manager

Dhaval Shah
ADD to watchlist
Tata Equity Savings Reg-G

3 Morning Star

2 Value Research

2.79 %

3 Morning Star

2 Value Research

NAV

42.47

1M Returns

2.79%

1Y Returns

11.34%

3Y Returns

9.7%

Min. Investment

Rs.150.0

Fund Size

Rs.146.03 Cr

Fund Manager

Murthy Nagarajan
Moderately High Hybrid G
More

NAV

42.47

Min Investment

₹150.0

Fund Size

₹146.03 cr

Fund Manager

Murthy Nagarajan
ADD to watchlist
PGIM India Equity Savings-G

4 Morning Star

3 Value Research

1.12 %

4 Morning Star

3 Value Research

NAV

40.99

1M Returns

1.12%

1Y Returns

11.6%

3Y Returns

9.48%

Min. Investment

Rs.1000.0

Fund Size

Rs.152.44 Cr

Fund Manager

Puneet Pal
Low to Moderate Hybrid G
More

NAV

40.99

Min Investment

₹1000.0

Fund Size

₹152.44 cr

Fund Manager

Puneet Pal
ADD to watchlist
UTI Equity Savings Fund Reg-G

4 Morning Star

4 Value Research

2.73 %

4 Morning Star

4 Value Research

NAV

13.92

1M Returns

2.73%

1Y Returns

13.56%

3Y Returns

10.0%

Min. Investment

Rs.500.0

Fund Size

Rs.260.51 Cr

Fund Manager

V Srivatsa
Moderately High Hybrid G
More

NAV

13.92

Min Investment

₹500.0

Fund Size

₹260.51 cr

Fund Manager

V Srivatsa
ADD to watchlist
Union Equity Savings Fund Reg-G

2 Morning Star

2 Value Research

1.82 %

2 Morning Star

2 Value Research

NAV

13.53

1M Returns

1.82%

1Y Returns

8.77%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.139.9 Cr

Fund Manager

Parijat Agrawal
Moderate Hybrid G
More

NAV

13.53

Min Investment

₹1000.0

Fund Size

₹139.9 cr

Fund Manager

Parijat Agrawal
ADD to watchlist
IDBI Equity Savings-G

2 Morning Star

2 Value Research

3.66 %

2 Morning Star

2 Value Research

NAV

21.49

1M Returns

3.66%

1Y Returns

11.75%

3Y Returns

9.81%

Min. Investment

Rs.500.0

Fund Size

Rs.10.37 Cr

Fund Manager

Raju Sharma
Moderately High Hybrid G
More

NAV

21.49

Min Investment

₹500.0

Fund Size

₹10.37 cr

Fund Manager

Raju Sharma
ADD to watchlist
Mahindra Manulife Equity Savings Fund Reg-G

3 Morning Star

4 Value Research

3.32 %

3 Morning Star

4 Value Research

NAV

15.79

1M Returns

3.32%

1Y Returns

17.0%

3Y Returns

13.66%

Min. Investment

Rs.500.0

Fund Size

Rs.435.21 Cr

Fund Manager

Rahul Pal
Moderately High Hybrid G
More

NAV

15.79

Min Investment

₹500.0

Fund Size

₹435.21 cr

Fund Manager

Rahul Pal
ADD to watchlist
Baroda BNP Paribas Equity Savings Fund Reg-G

3 Morning Star

3 Value Research

2.7 %

3 Morning Star

3 Value Research

NAV

12.69

1M Returns

2.7%

1Y Returns

7.87%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.262.38 Cr

Fund Manager

Mayank Prakash
Moderately High Hybrid G
More

NAV

12.69

Min Investment

₹500.0

Fund Size

₹262.38 cr

Fund Manager

Mayank Prakash
ADD to watchlist