|Min SIP Amount||₹250|
|NAV||₹120.58 (15 Jan 2021)|
|Fund Started||02 Jan 2013|
|Fund Size||₹2,408 Cr|
|HDFC Bank Ltd.||Financial||Equity||7.4%|
|Reliance Industries Ltd.||Energy||Equity||7.2%|
|ICICI Bank Ltd.||Financial||Equity||5.2%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||4.7%|
|Axis Bank Ltd.||Financial||Equity||3.9%|
|Varun Beverages Ltd.||FMCG||Equity||3.1%|
|HCL Technologies Ltd.||Technology||Equity||3.0%|
|Bharti Airtel Ltd.||Communication||Equity||2.9%|
|Navin Fluorine International Ltd.||Chemicals||Equity||2.8%|
Sundaram Diversified Equity Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,408 Cr and the Latest NAV as of 15 Jan 2021 is ₹120.58.
The Sundaram Diversified Equity Fund Direct Growth 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%.