NAV on (27 Jun 2025 )
₹17.12 ▲
(+0.19%)
Fund Size
₹1032 Crores
1Y Returns
1.11 %
To generate regular income through investments in fixed income securities so as to make periodical income distribution to the Unitholders and also to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments.
Sundaram Asset Management Company Ltd.
Launch Date
May 23, 2002
Fund Manager
Mr. Clyton Richard Fernandes
Initial Price
10
AUM Fund
1032 Cr
Min investment
Rs 5000
Expense Ratio
2.68%
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
-0.10%
6 Months
+1.09%
1 Year
+1.11%
2 Years (CAGR)
+6.28%
3 Years (CAGR)
+5.62%
5 Years (CAGR)
+6.62%
| 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 (Qtr Div) - IDCW-Reinvestment?
A: The latest NAV of Sundaram Equity Savings Fund (Qtr Div) - IDCW-Reinvestment is ₹ 17.12 as on 27 Jun 2025.
Q: What type of mutual fund is Sundaram Equity Savings Fund (Qtr Div) - IDCW-Reinvestment?
A: Sundaram Equity Savings Fund (Qtr Div) - 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 (Qtr Div) - IDCW-Reinvestment?
A: The expense ratio of Sundaram Equity Savings Fund (Qtr Div) - IDCW-Reinvestment is 2.68%, which impacts overall returns.
Q: Who manages Sundaram Equity Savings Fund (Qtr Div) - IDCW-Reinvestment?
A: Sundaram Equity Savings Fund (Qtr Div) - IDCW-Reinvestment is managed by Mr. Clyton Richard Fernandes, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Equity Savings Fund (Qtr Div) - IDCW-Reinvestment a good investment?
A: Sundaram Equity Savings Fund (Qtr Div) - 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 (Qtr Div) - IDCW-Reinvestment?
A: The exit load of Sundaram Equity Savings Fund (Qtr Div) - 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 (Qtr Div) - IDCW-Reinvestment taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
