| NAV: 25 May 2022 | ₹12.35 |
| Min. SIP amount | NA |
| Rating | 5 |
| Fund size | ₹1,848.90Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.1% | 9.0% | 7.5% | 15.8% |
| Category average | 54.9% | 14.2% | 14.3% | NA |
| Rank with in category | 23 | 27 | 29 | NA |
Holdings (50)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.3% |
| Infosys Ltd. | Technology | Equity | 7.3% |
| HDFC Bank Ltd. | Financial | Equity | 6.2% |
| Reliance Industries Ltd. | Energy | Equity | 5.8% |
| Axis Bank Ltd. | Financial | Equity | 4.6% |
| State Bank of India | Financial | Equity | 4.4% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 3.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.4% |
| Polycab India Ltd. | Capital Goods | Equity | 2.8% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 2.6% |
Expense ratio, exit load and tax
Expense ratio: 2.12%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Sudhir KediaJan 2022 - PresentView details
Rohit SeksariaFeb 2021 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Sundaram Diversified Equity Fund IDCW?
You can easily invest in Sundaram Diversified Equity Fund IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Diversified Equity Fund IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Diversified Equity Fund IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Diversified Equity Fund IDCW provide?
The Sundaram Diversified Equity Fund IDCW has been there from 22 Nov 1999 and the average annual returns provided by this fund is 7.08% since its inception.
How much expense ratio is charged by Sundaram Diversified Equity Fund IDCW?
The term
Expense Ratio used for Sundaram Diversified Equity Fund IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Diversified Equity Fund IDCW is 2.12% as of 26 May 2022...
What is the AUM of Sundaram Diversified Equity Fund IDCW?
The AUM, short for Assets Under Management of Sundaram Diversified Equity Fund IDCW is ₹1,848.90Cr as of 26 May 2022.
How to Redeem Sundaram Diversified Equity Fund IDCW?
If you want to sell your Sundaram Diversified Equity Fund IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Diversified Equity Fund IDCW?
What is the NAV of Sundaram Diversified Equity Fund IDCW?
The NAV of Sundaram Diversified Equity Fund IDCW is ₹12.35 as of 25 May 2022.
