Sundaram Diversified Equity Fund Dividend+0.75%

3Groww
-13.91%
1 Year Return
Equity
ELSS
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.13%
NAV10.2 (23 Aug 2019)
Fund Started22 Nov 1999
Fund Size2,477 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Diversified Equity Fund Dividend
-13.9%
3.8%
7.7%
15.8%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
29
29
18
-
*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 -13.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 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
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.8%
    HDFC Bank Ltd.FinancialEquity5.7%
    Bajaj Finance Ltd.FinancialEquity4.6%
    Larsen & Toubro Ltd.ConstructionEquity4.4%
    Axis Bank Ltd.FinancialEquity4.3%
    Reliance Industries Ltd.EnergyEquity4.1%
    The Ramco Cements Ltd.ConstructionEquity3.2%
    State Bank of IndiaFinancialEquity2.6%
    Varun Beverages Ltd.FMCGEquity2.5%
    SBI Life Insurance Company 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

    Other Details

    Sundaram Diversified Equity Fund Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 22 Nov 1999. S Krishnakumar is the Current Fund Manager of Sundaram Diversified Equity Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,477 Cr and the Latest NAV as of 23 Aug 2019 is ₹10.2.

    The Sundaram Diversified Equity Fund 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
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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    + ₹1,000
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    + ₹10,000
    ONE TIME
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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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