Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Diversified Equity Fund Direct IDCW

Sundaram Diversified Equity Fund Direct IDCW

Equity
ELSS
Very High Risk
3Y Lock Inlock
56.02%
1Y return
-0.71% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹17.54
Min. SIP amount₹250
Rating1star
Fund size₹2,339.55 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns56.0%13.2%12.5%14.1%
Category average54.9%14.2%14.3%NA
Rank with in category233030NA
Understand termsinfo

Holdings (48)

NameSectorInstrumentAssets
FinancialEquity7.4%
TechnologyEquity7.3%
EnergyEquity7.0%
FinancialEquity6.8%
FinancialEquity4.7%
FinancialEquity4.5%
TechnologyEquity3.1%
TechnologyEquity3.1%
MetalsEquity3.0%
State Bank of India
FinancialEquity3.0%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

1Y Returns are higher than the category average returns
Exit load is zero
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Cons

3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
Higher expense ratio - 1.77%

Expense ratio, exit load and tax

Expense ratio: 1.77%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹250

Fund management

S Krishnakumar
Apr 2015 - Present
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Dwijendra Srivastava
Jul 2020 - Present
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S Bharath
Jul 2020 - Present
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Rohit Seksaria
Feb 2021 - Present
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Fund house & investment objective

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Fund house contact details

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