Sundaram Diversified Equity Fund Direct Dividend+0.60%

2
-16.00%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹250
Expense Ratio1.82%
NAV10.98 (03 Jul 2020)
Fund Started02 Jan 2013
Fund Size1,935 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Diversified Equity Fund Direct Dividend
-16.0%
-3.4%
3.3%
8.3%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
34
33
23
-
*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 -16.0% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio - 1.82%
    3. 1Y Returns are lower than the category average returns
    4. 3Y Returns are lower than the category average returns
    5. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity6.0%
    HDFC Bank Ltd.FinancialEquity5.9%
    ICICI Bank Ltd.FinancialEquity4.5%
    Bharti Airtel Ltd.CommunicationEquity4.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
    Hindustan Unilever Ltd.FMCGEquity3.3%
    ICICI Lombard General Insurance Company Ltd.FinancialEquity3.2%
    Larsen & Toubro Ltd.ConstructionEquity3.1%
    Infosys Ltd.TechnologyEquity3.1%
    SBI Life Insurance Company Ltd.FinancialEquity3.0%
    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
    addRahul Ranjan
    Education
    Mr. Rajan is B.Sc graduate and MBA in Finance. He also holds Post Graduate Diploma in Rural Management.
    Experience
    He has 15 years of experience in the financial services sectors in investment domain.
    Funds Managed

    Sundaram Diversified Equity Fund Direct Dividend Details

    Sundaram Diversified Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Diversified Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,935 Cr and the Latest NAV as of 03 Jul 2020 is ₹10.98.

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

    Investment Objective

    To achieve capital appreciation by investing predominantly in equities and equityrelated instruments. A lock-in period of 3 years is applicable.

    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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