6M
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5Y
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Fund Details
Sundaram Diversified Equity Fund IDCW
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 2.04% |
| NAV | ₹13.45 (14 Jun 2021) |
|---|---|
| Fund Started | 22 Nov 1999 |
| Fund Size | ₹2,345 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
63.2%
8.1%
11.7%
10.6%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
19
32
30
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 63.2% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
Cons
1. Higher expense ratio - 2.04%
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
4. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.4% |
| Reliance Industries Ltd. | Energy | Equity | 7.1% |
| ICICI Bank Ltd. | Financial | Equity | 6.7% |
| Infosys Ltd. | Technology | Equity | 6.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.0% |
| Axis Bank Ltd. | Financial | Equity | 4.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.1% |
| HCL Technologies Ltd. | Technology | Equity | 3.1% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.1% |
| Varun Beverages Ltd. | FMCG | Equity | 2.7% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Funds Managed
S Bharath
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Funds Managed
Rohit Seksaria
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Funds Managed
Rahul Ranjan
Education
Mr. Rajan is B.Sc graduate and MBA in Finance. He also holds Post Graduate Diploma in Rural Management.
Experience
He has 15 years of experience in the financial services sectors in investment domain.
Funds Managed
Sundaram Diversified Equity Fund IDCW Details
Sundaram Diversified Equity Fund IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 22 Nov 1999. S Krishnakumar is the Current Fund Manager of Sundaram Diversified Equity Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹2,345 Cr and the Latest NAV as of 14 Jun 2021 is ₹13.45.
The Sundaram Diversified Equity Fund IDCW is rated Very High risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 500.
Investment Objective
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.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Scheme Information Document(SID)
₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load
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Sundaram Diversified Equity Fund IDCW
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About Sundaram Mutual Fund
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NASundaram 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,
Email
[email protected]Website
www.karvymfs.com
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