Groww Logo
Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Diversified Equity Fund Direct Growth

Sundaram Diversified Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
16.08%
3Y annualised
-0.81% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2022₹151.11
Min. SIP amountNA
Rating2
Fund size₹2,070.31Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.8%16.1%12.1%13.3%
Category average54.9%14.2%14.3%NA
Rank with in category242830NA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
TechnologyEquity8.7%
FinancialEquity7.9%
EnergyEquity7.8%
FinancialEquity5.8%
MetalsEquity4.4%
FinancialEquity4.1%
FinancialEquity3.8%
FinancialEquity3.7%
TechnologyEquity3.2%
TechnologyEquity3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.43%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sudhir Kedia
Jan 2022 - Present
View details
Rohit Seksaria
Feb 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

Sundaram Diversified Equity Fund Direct Growth
VS
Add mutual fund to compare

FAQs

How to Invest in Sundaram Diversified Equity Fund Direct Growth
What kind of returns does Sundaram Diversified Equity Fund Direct Growth provide?
How much expense ratio is charged by Sundaram Diversified Equity Fund Direct Growth?
What is the AUM of Sundaram Diversified Equity Fund Direct Growth?
How to Redeem Sundaram Diversified Equity Fund Direct Growth?
Can I invest in SIP and Lump Sum of Sundaram Diversified Equity Fund Direct Growth?
What is the NAV of Sundaram Diversified Equity Fund Direct Growth?
What is the PE and PB ratio of Sundaram Diversified Equity Fund Direct Growth?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI