e.g. Tata motors, Reliance MF, 500570

Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment

Hybrid Equity Oriented Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹157.58 Crores

1Y Returns

No Data Available%

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The investment objective of the scheme is to generate income by investing in debt and arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

November 16, 2018

Fund Manager

Mr. S Bharath

Initial Price

10

AUM Fund

157.58 Cr

Min investment

Rs 100

Expense Ratio

2.43%

SIP Minimum Investment

Weekly - For Minimum amount of Rs. 1000/-, Minimum Number of instalments is 6.Monthly - For Minimum amount of Rs. 100/-, Minimum Number of instalments is 6.Quarterly - For Minimum amount of Rs. 750/-, Minimum Number of instalments is 6.

Exit Load

Nil

Holdings

Margin Money For Derivatives 10.64%
Infosys Ltd 3.28%
REC Ltd - 8.45% - 22/03/2022 3.22%
TREPS 3.01%
ITC Ltd 2.72%
REC Ltd - 7.99% - 23/02/2023 1.32%
Reverse Repo 1.16%
Lupin Ltd 1.00%
Wipro Ltd 0.44%
Zomato Ltd 0.29%
Cash and Other Net Current Assets -1.96%

Sector Allocation

Personal Care 6.85%
Finance 15.23%
Miscellaneous 8.12%
Banks 13.92%
Information Technology 10.05%
Tobacco 2.72%
Beverages - Alcoholic 2.47%
Telecommunications 2.56%
Tea / Coffee 2.06%
Iron and Steel 2.42%
Pharmaceuticals and health care 2.21%
Metals - Non Ferrous 0.81%
Cement 1.22%
Auto 1.89%
Textiles 0.55%
Petroleum 1.16%
Service 0.29%
Food Processing 0.21%
Transport 0.20%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
November 16, 2018
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment?

A: The latest NAV of Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment is ₹ .

Q: What type of mutual fund is Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment?

A: Sundaram Equity Savings Fund (Old) - 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 (Old) - IDCW-Reinvestment?

A: The expense ratio of Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment is 2.43%, which impacts overall returns.

Q: Who manages Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment?

A: Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment is managed by Mr. S Bharath, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment a good investment?

A: Sundaram Equity Savings Fund (Old) - 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 (Old) - IDCW-Reinvestment?

A: The exit load of Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment is Nil, applicable if redeemed within the specified period.

Q: How is Sundaram Equity Savings Fund (Old) - IDCW-Reinvestment taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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