- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Equity Savings fund (Dividend Payout - Quarterly)
Formerly Principal Equity Svgs Qt IDCW-P
Sundaram Equity Savings fund (Dividend Payout - Quarterly)
₹ 16.5952
NAV (Apr 23)
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.5952
NAV (Apr 23)
Fund Returns
Last 1Y | 17.2% |
Last 3Y | 11.6% |
Last 5Y | 10.3% |
Last 10Y | 8.2% |
Since Inception | 7.6% |
6 Month CAGR | 7.2% |
Scheme Information
The investment objective of the scheme is to generate income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and capital appreciation through a moderate exposure in equity.
Expense Ratio | 2.21 |
Launched (22y ago) | May 23, 2002 |
AUM in Crores | 741.553 |
ISIN | INF173K01262 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 5.7 |
Standard Deviation (5yr) | 7.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.899 |
Sharpe Ratio (5yr) | 0.609 |
YTM | 7.00143 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Equity Savings fund (Dividend Payout - Quarterly) | 9,42,667 | 2,10,055 | 10.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
32%treps
9.5%hdfc bank ltd
7.3%reliance industries ltd
6.9%future on reliance industries ltd
5.6%Allocation by Sector
financial services
26.4%consumer cyclical
8.7%energy
7.9%industrials
7.5%technology
6.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.8% | ||
23.5% | 20.7% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.8% | % |
Sundaram Equity Savings fund (D-Q) Review
Sundaram Equity Savings fund (D-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.6% over a period of 21 years. The fund was previously known as Principal Equity Svgs Qt IDCW-P. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Equity Savings fund (D-Q) as of 4/23/2024 is ₹16.60 with the total AUM as of 4/24/2024 is ₹741.553. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Equity Savings fund (D-Q) was launched on May 23, 2002. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Sundaram Equity Savings fund (D-Q) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Sundaram Equity Savings fund (D-Q)?
How to invest in Sundaram Equity Savings fund (D-Q)?
You can invest in Sundaram Equity Savings fund (D-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Equity Savings fund (D-Q)?
The minimum sip amount for Sundaram Equity Savings fund (D-Q) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Equity Savings fund (D-Q) good to invest in?
As per Scripbox experts, Sundaram Equity Savings fund (D-Q) is a Top Ranked fund. You can investSundaram Equity Savings fund (D-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Equity Savings fund (D-Q)?
The expense ratio of the Sundaram Equity Savings fund (D-Q) is 2.21% for regular plan.