Sundaram Diversified Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
17.60%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Jul 2025₹236.12
Min. SIP amountNot Supported
RatingNA
Fund size₹1,487.52Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (62)

NameSectorInstrumentAssets
FinancialEquity9.47%
FinancialEquity8.58%
EnergyEquity4.81%
ConstructionEquity3.41%
FinancialEquity3.36%
FinancialEquity3.25%
TechnologyEquity3.21%
CommunicationEquity3.19%
Consumer StaplesEquity2.94%
ConstructionEquity2.41%
Consumer StaplesEquity2.16%
AutomobileEquity1.99%
TechnologyEquity1.74%
HealthcareEquity1.69%
AutomobileEquity1.68%
FinancialEquity1.62%
FinancialEquity1.60%
ServicesEquity1.54%
HealthcareEquity1.49%
FinancialEquity1.48%
Consumer StaplesEquity1.26%
FinancialEquity1.25%
ConstructionEquity1.25%
HealthcareEquity1.24%
Consumer StaplesEquity1.22%
ServicesEquity1.14%
ChemicalsEquity1.13%
ServicesEquity1.10%
HealthcareEquity1.07%
HealthcareEquity1.06%
AutomobileEquity1.06%
EnergyEquity1.03%
ChemicalsEquity1.03%
ServicesEquity1.01%
FinancialEquity0.99%
Consumer StaplesEquity0.98%
ServicesEquity0.97%
ServicesEquity0.96%
Capital GoodsEquity0.95%
ChemicalsEquity0.94%
Capital GoodsEquity0.90%
TechnologyEquity0.88%
EnergyEquity0.86%
ServicesEquity0.85%
ConstructionEquity0.80%
AutomobileEquity0.80%
EnergyEquity0.79%
Consumer DiscretionaryEquity0.76%
ServicesEquity0.75%
AutomobileEquity0.71%
Capital GoodsEquity0.62%
ServicesEquity0.62%
FinancialEquity0.61%
ChemicalsEquity0.59%
EnergyEquity0.58%
TechnologyEquity0.57%
InsuranceEquity0.53%
AutomobileEquity0.48%
HealthcareEquity0.48%
ConstructionEquity0.44%
Metals & MiningEquity0.28%
HealthcareEquity0.18%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.3%17.6%21.2%13.4%
Category average2.6%21.8%22.9%NA
Rank with in category242830NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.63%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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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