Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl
Hybrid
Direct
Equity Savings
NAV: ₹ 15.72 as on 16-04-2024
Fund Performance
About the Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Sudhir Kedia, Rohit Seksaria, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl has ₹742 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 0.6.
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl Overview
 | 0.55% |
 Benchmark | NIFTY Equity Savings TR INR |
 | ₹742 Cr |
 | 1 January, 2013 |
 | ₹100/₹100 |
 | 0% |
 | No Lock-in |
 TurnOver | 393.58% |
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl Distribution as on (31-Mar-24)
Size breakup
Large cap
49.1%
Mid cap
12.2%
Small cap
6.1%
Sector Allocation
Financial Services
37.6%
Consumer Cyclical
12.6%
Energy
11.3%
Tech
9.8%
Industrial
9.3%
Health
7.4%
Consumer Defensive
6.6%
Basic Materials
4.2%
Communication
0.8%
Utilities
0.4%
Top Holdings of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl as on (31-Mar-24)
Equity Holdings59
Debt Holdings11
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 7.33% | 2.8% | |
 Reliance Industries Ltd | 7.1% | 0% | |
 ICICI Bank Ltd | 5.12% | 0% | |
 Infosys Ltd | 4.18% | 0% | |
 Axis Bank Ltd | 3.61% | 0% |
See all
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 741.6 Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl Fund Manager
Sudhir Kedia
Fund Manager of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl, since 29 October 2019
Top funds managed
Rohit Seksaria
Fund Manager of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl, since 1 January 2022
Top funds managed
Dwijendra Srivastava
Fund Manager of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl, since 1 January 2022
Top funds managed
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl Highlights
Moderately High risk
Investors understand that their principal will be at Moderately High risk
Fund Allocations
This fund has an allocation of 39.51% in Equity, 10.85% in Debt and 49.64% in Cash related instruments
AUM size ₹742 Cr
This fund has AUM of ₹742 Cr which is less than its category average of ₹ 1219 Cr
Expense Ratio 0.55%
This fund has an expense ratio of 0.55% which is less than its category average expense ratio of 1.15%
Frequently Asked Questions
The current NAV of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl is ₹15.72 as on 16-Apr-2024.
Existing (Absolute + CAGR) as on 16-Apr-2024.
Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 2.16% | 2.16% |
6 Month Returns | 8.07% | 8.07% |
1 Year Returns | 20.65% | 20.65% |
3 Years Returns | 47.51% | 13.84% |
5 Years Returns | 70.33% | 11.24% |
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- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.55% as on March 2024
₹742 Cr as on March 2024
HDFC Bank Ltd(7.33%), Reliance Industries Ltd(7.1%), ICICI Bank Ltd(5.12%), Infosys Ltd(4.18%), Axis Bank Ltd(3.61%) as on March 2024
Cash Equivalent(49.64%), Financial Services(14.87%), Government(7.51%) as on March 2024
AAA | 100 |
Sudhir Kedia, Rohit Seksaria, Dwijendra Srivastava are the fund managers of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl
The Exit load of Sundaram Equity Savings Direct Plan Half Yearly Payout of Income Distribution cum Cap Wdrl is 0%