Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl

Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl is a hybrid fund. This fund was started on 23 May, 2002. The fund is managed by Clyton Fernandes, Rohit Seksaria, Dwijendra Srivastava. This fund gives you the benefit of diversification.

1. Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl has ₹1140 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 2.2.
   

Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl has given a CAGR return of 7.81% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.81%, 11.23% and 13.34% respectively.

Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Communication, Energy, Corporate, Tech, Industrial, Consumer Cyclical, Consumer Defensive, Basic Materials, Health, Utilities, Real Estate.

As it is a equity savings mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Equity Savings Half Yearly Payout of Income Distribution cum Cap Wdrl has no lock in period.