Sundaram Diversified Equity Fund Direct Dividend-0.23%

2Groww
7.99%
1 Year Return
Equity
ELSS
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.68%
NAV12.93 (05 Dec 2019)
Fund Started02 Jan 2013
Fund Size2,632 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Diversified Equity Fund Direct Dividend
8.0%
9.8%
7.8%
11.7%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
27
29
21
-
*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 8.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    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. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.8%
    HDFC Bank Ltd.FinancialEquity5.9%
    Reliance Industries Ltd.EnergyEquity5.4%
    Larsen & Toubro Ltd.ConstructionEquity4.4%
    Axis Bank Ltd.FinancialEquity3.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
    Bajaj Finance Ltd.FinancialEquity3.0%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity2.9%
    Siemens Ltd.EngineeringEquity2.8%
    Infosys Ltd.TechnologyEquity2.7%
    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

    Other Details

    Sundaram Diversified Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Diversified Equity Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,632 Cr and the Latest NAV as of 05 Dec 2019 is ₹12.93.

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

    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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