Sundaram Equity Svgs Qt IDCW-R

Sundaram Equity Svgs Qt IDCW-R Fund Details and Key Information

Sundaram Equity Svgs Qt IDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹1064.37 Cr

• Expense Ratio: 2.20%

• Cash Holding: 52.66%

• Plan Type: Dividend

• Benchmark: NIFTY Equity Savings TR INR

• Launch Date: 2002-05-23

• Exit Load: 0.50

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Sundaram Equity Svgs Qt IDCW-R Returns and Performance

Sundaram Equity Svgs Qt IDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 1.57%

• 3 Months: 5.15%

• 6 Months: 4.58%

• 1 Year: 8.27%

• 3 Years: 0.45%

• 5 Years: 0.93%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Sundaram Equity Svgs Qt IDCW-R Risk Level and Volatility

Understanding risk is important before investing. Sundaram Equity Svgs Qt IDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Sundaram Equity Svgs Qt IDCW-R Portfolio Allocation

The asset allocation of Sundaram Equity Svgs Qt IDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: 34.78%

• Cash Allocation: 52.66%

This allocation plays a key role in determining the fund’s risk and return profile.

Sundaram Equity Svgs Qt IDCW-R Sector Allocation

Sundaram Equity Svgs Qt IDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 5.83%

• Communication Services: 9.70%

• Consumer Cyclical: 5.25%

• Consumer Defensive: 3.83%

• Energy: 8.63%

• Financial Services: 30.49%

• Healthcare: 2.24%

• Industrials: 6.86%

• Real Estate: 0.23%

• Technology: 2.85%

• Utilities: 2.10%

Sector allocation data helps investors understand which industries the fund is focusing on.

Sundaram Equity Svgs Qt IDCW-R Fund House

Sundaram Equity Svgs Qt IDCW-R is managed by:

AMC Name: Sundaram Asset Management Company Ltd

A strong fund house with a proven track record can improve investor confidence.

Sundaram Equity Svgs Qt IDCW-R Minimum Investment

Investors can start investing in Sundaram Equity Svgs Qt IDCW-R with:

Minimum Investment: ₹100

This makes the fund accessible for both beginners and experienced investors.