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Fund Category Equity Savings
4 Morning Star
0 Value Research
NAV( 27 Jun 2025)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| GOI Sec 7.10 08/04/2034 | 5.6% |
| GOI Sec 7.23 15/04/2039 | 1.28% |
| GOI Sec 7.04 03/06/2029 | 0.43% |
| GOI Sec 7.37 23/10/2028 | 1.3% |
| Jubilant FoodWorks Ltd | 0.71% |
| Reliance Industries Ltd | 8.89% |
| SBI Life Insurance Company Ltd | 0.24% |
| National Bank For Agriculture & Rural Development SR 24A FRB 7.50 | 0.84% |
| Home First Finance Company India Ltd | 0.41% |
| National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028 | 0.85% |
| Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026 | 0.84% |
| Others EMM | 0.52% |
| Small Industries Devp. Bank of India Ltd SR II Bonds/NCD 7.47 05/09/2029 | 1.28% |
| LIC Housing Finance Ltd Bonds/NCD 6.65 15/02/2027 | 2.08% |
| Canara Bank CD 04/12/2025 | 2.08% |
| Export-Import Bank Of India CD 30/12/2025 | 2.07% |
| Varun Beverages Ltd | 0.31% |
| Mankind Pharma Ltd | 0.48% |
| Polycab India Ltd | 0.14% |
| Tata Power Company Ltd | 0.43% |
| Coforge Ltd | 0.18% |
| Tech Mahindra Ltd | 0.21% |
| Amber Enterprises India Ltd | 0.55% |
| Bajaj Finserv Ltd | 0.29% |
| Indegene Ltd | 0.24% |
| PB Fintech Ltd | 0.6% |
| TVS Motor Company Ltd | 0.52% |
| BSE Ltd | 0.7% |
| Prestige Estates Projects Ltd | 0.32% |
| Sun Pharmaceutical Industries Ltd | 0.43% |
| Bharat Petroleum Corporation Ltd | 0.53% |
| Cummins India Ltd | 0.79% |
| Cholamandalam Investment & Finance Company Ltd | 0.93% |
| Eternal Ltd | 0.46% |
| Pidilite Industries Ltd | 0.34% |
| Billionbrains Garage Ventures Ltd | 0.29% |
| Ultratech Cement Ltd | 0.52% |
| Cash/Net Current Assets | 0.47% |
| Coromandel International Ltd | 0.91% |
| Crisil Ltd | 0.4% |
| Repo | 1.74% |
| Prudent Corporate Advisory Services Ltd | 0.36% |
| Cash Margin | 37.95% |
| United Spirits Ltd | 0.35% |
| Interglobe Aviation Ltd | 0.73% |
| Bajaj Finance Ltd | 2.2% |
| Bajaj Auto Ltd | 0.42% |
| Aurobindo Pharma Ltd | 0.53% |
| Axis Bank Ltd | 3.99% |
| Fortis Healthcare Ltd | 0.21% |
| Bank Of Baroda | 0.98% |
| Bharti Airtel Ltd | 9.89% |
| Hindustan Unilever Ltd | 0.88% |
| Kotak Mahindra Bank Ltd | 2.49% |
| NTPC Ltd | 0.49% |
| Mahindra & Mahindra Ltd | 2.75% |
| State Bank of India | 3.93% |
| Bharti Airtel Ltd Futures 12/2025 | -7.75% |
| Larsen & Toubro Ltd Futures 12/2025 | -1.07% |
| HDFC Bank Ltd Futures 12/2025 | -1.1% |
| ICICI Bank Ltd Futures 12/2025 | -4.53% |
| ITC Ltd Futures 12/2025 | -1.2% |
| HDFC Bank Ltd | 5.27% |
| ITC Ltd | 1.19% |
| UNO Minda Ltd | 0.42% |
| Amara Raja Energy & Mobility Ltd | 0.52% |
| Ambuja Cements Ltd | 0.48% |
| Hindalco Industries Ltd | 1.01% |
| Hindustan Aeronautics Ltd | 0.28% |
| JK Cement Ltd | 0.43% |
| JSW Steel Ltd | 0.86% |
| Maruti Suzuki India Ltd | 0.5% |
| Reserve Bank of India T-Bills 364-D 18/12/2025 | 2.08% |
| The Indian Hotels Company Ltd | 0.16% |
| Larsen & Toubro Ltd | 2.83% |
| Ambuja Cements Ltd Futures 12/2025 | -0.48% |
| Axis Bank Ltd Futures 12/2025 | -4.01% |
| Mahindra & Mahindra Ltd Futures 12/2025 | -1.23% |
| Reliance Industries Ltd Futures 12/2025 | -6.59% |
| Hindustan Aeronautics Ltd Futures 12/2025 | -0.29% |
| Hindalco Industries Ltd Futures 12/2025 | -1.02% |
| Bajaj Finserv Ltd Futures 12/2025 | -0.29% |
| TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 | 0.0% |
| HCL Technologies Ltd | 0.97% |
| Grasim Industries Ltd | 0.38% |
| Infosys Ltd | 0.7% |
| Tata Consumer Products Ltd | 0.61% |
| Power Finance Corporation Ltd | 0.64% |
| Bank Of Baroda Futures 12/2025 | -0.99% |
| Aurobindo Pharma Ltd Futures 12/2025 | -0.54% |
| Kotak Mahindra Bank Ltd Futures 12/2025 | -0.98% |
| NTPC Ltd Futures 12/2025 | -0.49% |
| State Bank of India Futures 12/2025 | -2.99% |
| Eternal Ltd Futures 12/2025 | -0.46% |
| Bajaj Finance Ltd Futures 12/2025 | -1.1% |
| Bharat Electronics Ltd | 0.77% |
| GAIL (India) Ltd | 0.16% |
| ICICI Bank Ltd | 7.32% |
| JSW Steel Ltd Futures 12/2025 | -0.87% |
| Company | Allocation % |
|---|---|
| Others | 40.68% |
| Automobile | 3.38% |
| Construction | 2.08% |
| Consumer Staples | 2.14% |
| Materials | 1.33% |
| Financial | 25.23% |
| Capital Goods | 2.21% |
| Consumer Discretionary | 0.55% |
| Chemicals | 1.25% |
| Services | 3.30% |
| Sovereign | 8.61% |
| Energy | 3.42% |
| Technology | 2.06% |
| Insurance | 0.24% |
| Metals & Mining | -0.02% |
| Healthcare | 1.35% |
| Communication | 2.14% |
Funds Offered
AUM
Website
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
AUM
Highest Return
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
The current NAV of Sundaram Equity Savings-IDCWQ Payout is ₹ 17.116
The expense ratio of Sundaram Equity Savings-IDCWQ Payout is 2.16%
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.
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.
Secure your future with hassle-free investing on Moneyfy!
You can invest in Both SIP & Lumpsum in Sundaram Equity Savings-IDCWQ Payout based on your investment objective and risk profile.
For Sundaram Equity Savings-IDCWQ Payout, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.
The lock-in-period of Sundaram Equity Savings-IDCWQ Payout is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
2 Value Research
3 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
5 Value Research
3 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
2 Value Research
3 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
3 Value Research
4 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
2 Value Research
3 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
5 Value Research
3 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
1 Value Research
3 Morning Star
1 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
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