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Sundaram Diversified Equity Fund Direct IDCW+0.08%

63.94%
1 Year Return
Equity
ELSS
1.0star
3Y Lock inlock
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Direct IDCW

RiskVery High
Min SIP Amount₹250
Expense Ratio1.19%
NAV₹15.97 (14 Jun 2021)
Fund Started02 Jan 2013
Fund Size2,345 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
63.9%
8.6%
12.2%
12.5%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
21
33
31
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 63.9% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. Higher expense ratio - 1.76%
2. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity7.1%
ICICI Bank Ltd.FinancialEquity6.7%
Infosys Ltd.TechnologyEquity6.5%
Housing Development Finance Corpn. Ltd.FinancialEquity5.0%
Axis Bank Ltd.FinancialEquity4.5%
Tata Consultancy Services Ltd.TechnologyEquity3.1%
HCL Technologies Ltd.TechnologyEquity3.1%
Navin Fluorine International Ltd.ChemicalsEquity3.1%
Varun Beverages Ltd.FMCGEquity2.7%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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S Bharath
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Rohit Seksaria
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Sundaram Diversified Equity Fund Direct IDCW Details

Sundaram Diversified Equity Fund Direct IDCW 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 IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹2,345 Cr and the Latest NAV as of 14 Jun 2021 is ₹15.97.

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

Investment Objective

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.

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
Website
NA
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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