|Min SIP Amount||₹250|
|NAV||₹10.14 (30 Oct 2020)|
|Fund Started||22 Nov 1999|
|Fund Size||₹2,197 Cr|
|Reliance Industries Ltd.||Energy||Equity||9.0%|
|HDFC Bank Ltd.||Financial||Equity||5.8%|
|ICICI Bank Ltd.||Financial||Equity||4.2%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.6%|
|HCL Technologies Ltd.||Technology||Equity||3.2%|
|Bharti Airtel Ltd.||Communication||Equity||3.0%|
|Axis Bank Ltd.||Financial||Equity||2.9%|
|Varun Beverages Ltd.||FMCG||Equity||2.9%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.7%|
Sundaram Diversified Equity Fund Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹2,197 Cr and the Latest NAV as of 30 Oct 2020 is ₹10.14.
The Sundaram Diversified Equity Fund Dividend is rated Moderately High risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.