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Scheme Information
Sundaram Equity Svgs Qt IDCW-R
as of 23 Apr 2026, 09:10 AM
Scheme Asset Size₹1070.66 Cr
Expense Ratio2.19%
Cash Holding49.98852%
Fund TypeOpen-End
PlanDividend
BenchmarkNIFTY Equity Savings TR INR
Launch Date2002-05-23
Exit LoadExit load of 0.50% for investments if redeemed within 7 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at Moderate Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 1.57%
In the last 3 months 5.15%
In the last 6 months 4.58%
In the last 1 Years 8.27%
In the last 3 Years 0.45%
In the last 5 Years 0.93%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharti Airtel Ltd | Communication Services | E | 9.47% |
| Reliance Industries Ltd | Energy | E | 8.70% |
| HDFC Bank Ltd | Financial Services | E | 7.51% |
| Future on Bharti Airtel Ltd | - | DG | 7.44% |
| ICICI Bank Ltd | Financial Services | E | 7.11% |
| Future on Reliance Industries Ltd | - | DG | 6.33% |
| Future on ICICI Bank Ltd | - | DG | 4.41% |
| Future on Axis Bank Ltd | - | DG | 4.08% |
| Axis Bank Ltd | Financial Services | E | 4.06% |
| Future on HDFC Bank Ltd | - | DG | 3.98% |
| Larsen & Toubro Ltd | Industrials | E | 2.80% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.57% |
| LIC Housing Finance Ltd | - | B | 2.32% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 2.31% |
| 6.48% Govt Stock 2035 | - | BT | 2.25% |
| Bajaj Finance Ltd | Financial Services | E | 2.09% |
| 7.37% Govt Stock 2028 | - | BT | 1.44% |
| 7.23% Govt Stock 2039 | - | BT | 1.40% |
| Small Industries Development Bank Of India | - | B | 1.40% |
| 6.01% Govt Stock 2030 | - | BT | 1.36% |
| Future on Hindalco Industries Ltd | - | DG | 1.24% |
| Hindalco Industries Ltd | Basic Materials | E | 1.24% |
| Infosys Ltd | Technology | E | 1.18% |
| Future on Mahindra & Mahindra Ltd | - | DG | 1.17% |
| HCL Technologies Ltd | Technology | E | 1.04% |
| Future on Larsen & Toubro Ltd | - | DG | 1.03% |
| Future on Bajaj Finance Ltd | - | DG | 1.03% |
| Future on Kotak Mahindra Bank Ltd | - | DG | 1.00% |
| Bharat Electronics Ltd | Industrials | E | 0.96% |
| State Bank of India | Financial Services | E | 0.95% |
| Future on Bank of Baroda | - | DG | 0.94% |
| Bank of Baroda | Financial Services | E | 0.94% |
| Future on JSW Steel Ltd | - | DG | 0.94% |
| JSW Steel Ltd | Basic Materials | E | 0.93% |
| National Bank For Agriculture And Rural Development | - | B | 0.93% |
| National Bank For Agriculture And Rural Development | - | B | 0.93% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 0.87% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 0.85% |
| PB Fintech Ltd | Financial Services | E | 0.83% |
| Coromandel International Ltd | Basic Materials | E | 0.82% |
| Cummins India Ltd | Industrials | E | 0.81% |
| Tata Power Co Ltd | Utilities | E | 0.74% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 0.70% |
| Tata Steel Ltd | Basic Materials | E | 0.70% |
| Fractal Analytics Ltd | Technology | E | 0.67% |
| Coforge Ltd | Technology | E | 0.64% |
| Future on Aurobindo Pharma Ltd | - | DG | 0.64% |
| Aurobindo Pharma Ltd | Healthcare | E | 0.64% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 0.63% |
| Future on NTPC Ltd | - | DG | 0.62% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 0.62% |
| NTPC Ltd | Utilities | E | 0.62% |
| UltraTech Cement Ltd | Basic Materials | E | 0.61% |
| Tata Consumer Products Ltd | Consumer Defensive | E | 0.58% |
| InterGlobe Aviation Ltd | Industrials | E | 0.56% |
| Amara Raja Energy & Mobility Ltd | Industrials | E | 0.49% |
| Mankind Pharma Ltd | Healthcare | E | 0.48% |
| 7.04% Govt Stock 2029 | - | BT | 0.47% |
| JK Cement Ltd | Basic Materials | E | 0.46% |
| Hindustan Aeronautics Ltd Ordinary Shares | Industrials | E | 0.45% |
| Billionbrains Garage Ventures Ltd | Financial Services | E | 0.44% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 0.42% |
| Home First Finance Co India Ltd --- | Financial Services | E | 0.40% |
| Eternal Ltd ( Previously Named As Zomato Ltd ) Apr-2026 | - | DG | 0.40% |
| Future on Gujarat Sidhee Cement Ltd | - | DG | 0.39% |
| Eternal Ltd | Consumer Cyclical | E | 0.39% |
| Ambuja Cements Ltd | Basic Materials | E | 0.39% |
| Bajaj Auto Ltd | Consumer Cyclical | E | 0.39% |
| CRISIL Ltd | Financial Services | E | 0.38% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 0.38% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 0.35% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.35% |
| Indraprastha Gas Ltd | Utilities | E | 0.29% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.27% |
| Indegene Ltd | Healthcare | E | 0.26% |
| GAIL (India) Ltd | Utilities | E | 0.26% |
| Future on Bajaj Finserv Ltd | - | DG | 0.25% |
| Bajaj Finserv Ltd | Financial Services | E | 0.25% |
| Future on Hindustan Aeronautics Ltd Ordinary Shares | - | DG | 0.25% |
| Bharat Petroleum Corp Ltd | Energy | E | 0.24% |
| Trent Ltd | Consumer Cyclical | E | 0.24% |
| Tech Mahindra Ltd | Technology | E | 0.19% |
| United Spirits Ltd | Consumer Defensive | E | 0.17% |
| Indian Hotels Co Ltd | Consumer Cyclical | E | 0.14% |
| Future on Hindustan Unilever Ltd | - | DG | 0.09% |
| Future on Sun Pharmaceuticals Industries Ltd | - | DG | 0.04% |
| Future on InterGlobe Aviation Ltd | - | DG | 0.04% |
| Kwality Walls India Ltd | Consumer Defensive | E | 0.00898% |
| Tvs Motor Company Limited | - | P | 0.00348% |
| Cash And Other Net Current Assets^ | - | CA | 34.74% |
| Treps | - | CR | 9.29% |
| Margin Money For Derivatives | - | CA | 5.96% |
| Power Finance Corp Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
37.51%
Debt
12.5%
Cash
49.99%
Equity sector allocation
Loading chart…
Basic Materials
5.14%
Communication Services
9.47%
Consumer Cyclical
6.41%
Consumer Defensive
1.62%
Energy
8.94%
Financial Services
28.49%
Healthcare
1.79%
Industrials
6.07%
Real Estate
0.27%
Technology
3.72%
Utilities
1.91%
Others
26.17%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
20.26%
26.41%
3Y Returns
+26.41%
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
20.26%
26.41%
3Y Returns
+26.41%
SBI Children's Bnf - IP Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
20.26%
26.41%
3Y Returns
+23.83%
About Sundaram Equity Svgs Qt IDCW-R
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
+14.09%
Fund Manager
Dwijendra Srivastava
Risk Profile
Moderate Risk
Expense Ratio
2.19%
Fund Size
₹1070.66 Cr
FAQ's
What has been the returns generated by Sundaram Equity Svgs Qt IDCW-R over different time periods?
The Sundaram Equity Svgs Qt IDCW-R has given returns
1-Year
8.27
3-Year
13.15
5-Year
14.09
What is the expense ratio of Sundaram Equity Svgs Qt IDCW-R?
The expense ratio of Sundaram Equity Svgs Qt IDCW-R is 2.19%.
What is the AUM (Assets Under Management) of Sundaram Equity Svgs Qt IDCW-R?
The AUM, short for Assets Under Management of Sundaram Equity Svgs Qt IDCW-R is ₹1070.66 Cr as of 12 Apr 2309.
What are the top stock holdings of Sundaram Equity Svgs Qt IDCW-R?
The Sundaram Equity Svgs Qt IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Bharti Airtel Ltd | 9.47% |
| Reliance Industries Ltd | 8.70% |
| HDFC Bank Ltd | 7.51% |
| Future on Bharti Airtel Ltd | 7.44% |
| ICICI Bank Ltd | 7.11% |
| Future on Reliance Industries Ltd | 6.33% |
| Future on ICICI Bank Ltd | 4.41% |
| Future on Axis Bank Ltd | 4.08% |
| Axis Bank Ltd | 4.06% |
| Future on HDFC Bank Ltd | 3.98% |
| Larsen & Toubro Ltd | 2.80% |
| Mahindra & Mahindra Ltd | 2.57% |
| LIC Housing Finance Ltd | 2.32% |
| Kotak Mahindra Bank Ltd | 2.31% |
| 6.48% Govt Stock 2035 | 2.25% |
| Bajaj Finance Ltd | 2.09% |
| 7.37% Govt Stock 2028 | 1.44% |
| 7.23% Govt Stock 2039 | 1.40% |
| Small Industries Development Bank Of India | 1.40% |
| 6.01% Govt Stock 2030 | 1.36% |
| Future on Hindalco Industries Ltd | 1.24% |
| Hindalco Industries Ltd | 1.24% |
| Infosys Ltd | 1.18% |
| Future on Mahindra & Mahindra Ltd | 1.17% |
| HCL Technologies Ltd | 1.04% |
| Future on Larsen & Toubro Ltd | 1.03% |
| Future on Bajaj Finance Ltd | 1.03% |
| Future on Kotak Mahindra Bank Ltd | 1.00% |
| Bharat Electronics Ltd | 0.96% |
| State Bank of India | 0.95% |
| Future on Bank of Baroda | 0.94% |
| Bank of Baroda | 0.94% |
| Future on JSW Steel Ltd | 0.94% |
| JSW Steel Ltd | 0.93% |
| National Bank For Agriculture And Rural Development | 0.93% |
| National Bank For Agriculture And Rural Development | 0.93% |
| Hindustan Unilever Ltd | 0.87% |
| Cholamandalam Investment and Finance Co Ltd | 0.85% |
| PB Fintech Ltd | 0.83% |
| Coromandel International Ltd | 0.82% |
| Cummins India Ltd | 0.81% |
| Tata Power Co Ltd | 0.74% |
| TVS Motor Co Ltd | 0.70% |
| Tata Steel Ltd | 0.70% |
| Fractal Analytics Ltd | 0.67% |
| Coforge Ltd | 0.64% |
| Future on Aurobindo Pharma Ltd | 0.64% |
| Aurobindo Pharma Ltd | 0.64% |
| Jubilant Foodworks Ltd | 0.63% |
| Future on NTPC Ltd | 0.62% |
| Amber Enterprises India Ltd Ordinary Shares | 0.62% |
| NTPC Ltd | 0.62% |
| UltraTech Cement Ltd | 0.61% |
| Tata Consumer Products Ltd | 0.58% |
| InterGlobe Aviation Ltd | 0.56% |
| Amara Raja Energy & Mobility Ltd | 0.49% |
| Mankind Pharma Ltd | 0.48% |
| 7.04% Govt Stock 2029 | 0.47% |
| JK Cement Ltd | 0.46% |
| Hindustan Aeronautics Ltd Ordinary Shares | 0.45% |
| Billionbrains Garage Ventures Ltd | 0.44% |
| Sun Pharmaceuticals Industries Ltd | 0.42% |
| Home First Finance Co India Ltd --- | 0.40% |
| Eternal Ltd ( Previously Named As Zomato Ltd ) Apr-2026 | 0.40% |
| Future on Gujarat Sidhee Cement Ltd | 0.39% |
| Eternal Ltd | 0.39% |
| Ambuja Cements Ltd | 0.39% |
| Bajaj Auto Ltd | 0.39% |
| CRISIL Ltd | 0.38% |
| Maruti Suzuki India Ltd | 0.38% |
| Prudent Corporate Advisory Services Ltd | 0.35% |
| UNO Minda Ltd | 0.35% |
| Indraprastha Gas Ltd | 0.29% |
| Prestige Estates Projects Ltd | 0.27% |
| Indegene Ltd | 0.26% |
| GAIL (India) Ltd | 0.26% |
| Future on Bajaj Finserv Ltd | 0.25% |
| Bajaj Finserv Ltd | 0.25% |
| Future on Hindustan Aeronautics Ltd Ordinary Shares | 0.25% |
| Bharat Petroleum Corp Ltd | 0.24% |
| Trent Ltd | 0.24% |
| Tech Mahindra Ltd | 0.19% |
| United Spirits Ltd | 0.17% |
| Indian Hotels Co Ltd | 0.14% |
| Future on Hindustan Unilever Ltd | 0.09% |
| Future on Sun Pharmaceuticals Industries Ltd | 0.04% |
| Future on InterGlobe Aviation Ltd | 0.04% |
| Kwality Walls India Ltd | 0.01% |
| Tvs Motor Company Limited | 0.00% |
| Cash And Other Net Current Assets^ | 34.74% |
| Treps | 9.29% |
| Margin Money For Derivatives | 5.96% |
| Power Finance Corp Ltd | - |
In which sectors has Sundaram Equity Svgs Qt IDCW-R invested in?
The Sundaram Equity Svgs Qt IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 5.14% |
| Communication Services | 9.47% |
| Consumer Cyclical | 6.41% |
| Consumer Defensive | 1.62% |
| Energy | 8.94% |
| Financial Services | 28.49% |
| Healthcare | 1.79% |
| Industrials | 6.07% |
| Real Estate | 0.27% |
| Technology | 3.72% |
| Utilities | 1.91% |
What is the risk level of Sundaram Equity Svgs Qt IDCW-R?
This is a Equity Savings fund comes with Moderate Risk.
Who are the fund managers of Sundaram Equity Svgs Qt IDCW-R?
Sundaram Equity Svgs Qt IDCW-R fund managers are Dwijendra Srivastava, Rohit Seksaria, Clyton Fernandes.
Is there a minimum SIP amount to invest in Sundaram Equity Svgs Qt IDCW-R?
The minimum SIP amount to start investment in Sundaram Equity Svgs Qt IDCW-R is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Equity Svgs Qt IDCW-R both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Equity Svgs Qt IDCW-R on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Equity Svgs Qt IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Equity Svgs Qt IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Equity Svgs Qt IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Equity Svgs Qt IDCW-R?
The exit load of Sundaram Equity Svgs Qt IDCW-R is as follows:
Exit load of 0.5%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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