Sundaram Diversified Equity Fund Growth+1.97%

2
-7.11%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Growth

RiskModerately High
Min SIP Amount₹250
Expense Ratio2.13%
NAV91.33 (25 Sep 2020)
Fund Started22 Nov 1999
Fund Size2,232 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Diversified Equity Fund Growth
-7.1%
-2.5%
5.2%
14.9%
Category Average
14.4%
1.5%
10.7%
-
Rank within category
33
32
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -7.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.2%
    HDFC Bank Ltd.FinancialEquity5.7%
    ICICI Bank Ltd.FinancialEquity4.6%
    Infosys Ltd.TechnologyEquity3.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
    Bharti Airtel Ltd.CommunicationEquity3.6%
    Axis Bank Ltd.FinancialEquity3.4%
    Varun Beverages Ltd.FMCGEquity3.0%
    Larsen & Toubro Ltd.ConstructionEquity2.8%
    Hindustan Unilever Ltd.FMCGEquity2.8%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addS Bharath
    Education
    Mr. Bharath is a B Com (H), MBA and ICWA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
    Funds Managed

    Sundaram Diversified Equity Fund Growth Details

    Sundaram Diversified Equity Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 22 Nov 1999. S Krishnakumar is the Current Fund Manager of Sundaram Diversified Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,232 Cr and the Latest NAV as of 25 Sep 2020 is ₹91.33.

    The Sundaram Diversified Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 500.

    Investment Objective

    The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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