NAV on (27 Jun 2025 )
₹24.96 ▲
(+0.19%)
Fund Size
₹1002.49 Crores
1Y Returns
3.24 %
To seek to generate stable returns and capital appreciation through investment in debt instruments and related securities over medium to long term investment horizon.
Sundaram Asset Management Company Ltd.
Launch Date
January 1, 2013
Fund Manager
Mr. Clyton Richard Fernandes
Initial Price
10
AUM Fund
1002.49 Cr
Min investment
Rs 5000
Expense Ratio
1.34%
Daily - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 90 installments.Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs.100/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 750/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.
0.50% for redemptions within seven days of investment.
1 Month
+0.03%
6 Months
+1.85%
1 Year
+3.24%
2 Years (CAGR)
+8.29%
3 Years (CAGR)
+7.57%
5 Years (CAGR)
+9.71%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 126.76% | 126.76% | ₹4072.36 | |
| 126.42% | 126.42% | ₹4072.36 | |
| 126.26% | 126.26% | ₹4072.36 | |
| 126.25% | 126.25% | ₹4072.36 | |
| 126.21% | 126.21% | ₹4072.36 |
Q: What is the current NAV of Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment?
A: The latest NAV of Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment is ₹ 24.96 as on 27 Jun 2025.
Q: What type of mutual fund is Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment?
A: Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment is a 'Hybrid - Equity Oriented' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment?
A: The expense ratio of Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment is 1.34%, which impacts overall returns.
Q: Who manages Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment?
A: Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment is managed by Mr. Clyton Richard Fernandes, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment a good investment?
A: Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment?
A: The exit load of Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment is 0.50% for redemptions within seven days of investment., applicable if redeemed within the specified period.
Q: How is Sundaram Equity Savings Fund - Direct Plan - Quarterly IDCW Reinvestment taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
