Sundaram Diversified Equity Fund - Direct - Growth-0.79%

-0.40%
1 Year Return
Equity
ELSS
3.0 star
1Y
3Y
5Y

Fund Details

Sundaram Diversified Equity Fund - Direct - Growth

RiskModerately High
Min SIP Amount₹250
Expense Ratio1.73%
NAV105.8 (14 Jun 2019)
Fund Started02 Jan 2013
Fund Size2,794 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Diversified Equity Fund - Direct - Growth
-0.4%
11.6%
12.2%
12.8%
Category Average
-2.6%
12.3%
14.3%
-
Rank within category
26
23
19
-
*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
    30
    with -0.4% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity5.9%
    FinancialEquity5.3%
    FinancialEquity4.6%
    FinancialEquity4.6%
    EnergyEquity4.5%
    ConstructionEquity3.9%
    ConstructionEquity3.1%
    State Bank of IndiaFinancialEquity3.0%
    TechnologyEquity2.8%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    addS Krishna Kumar
    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

    About Sundaram Mutual Fund

    Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017.

    This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.

    With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.

    The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.

    For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.

    It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

    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
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    NAV (14 Jun 2019)   105.80
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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