Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 11 Dec 2018.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 73 other funds in Hybrid Scheme - Equity Savings
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 4 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Equity Savings
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 145479
- First price on record
- 11 Dec 2018 · 754 daily prices
About Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Hybrid Scheme - Equity Savings offered by Sundaram Mutual Fund under the Direct plan with the IDCW option. It has approximately 8 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹13.1826 (as of 31 Dec 2021). Historically, it has delivered 9.92% over the last year, 9.44% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 7.9% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 16.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)?+
The latest NAV of Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is ₹13.1826 as of 31 Dec 2021, up 0.33% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)?+
Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) has delivered 1-year return 9.92%, 3-year CAGR 9.44%, since-inception CAGR 9.40%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) belong to?+
Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is categorised as Hybrid Scheme - Equity Savings. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)?+
Based on its 3-year annualised volatility of 7.9%, Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) a direct plan?+
Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)?+
Sundaram Equity Savings Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) has NAV history available from 11 Dec 2018 — approximately 8 years of track record and 754 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.