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Sundaram Diversified Equity Fund Growth-1.31%

11.69%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Growth

RiskModerately High
Min SIP Amount₹250
Expense Ratio2.13%
NAV₹116.77 (15 Jan 2021)
Fund Started22 Nov 1999
Fund Size2,408 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.7%
2.1%
11.5%
10.7%
Category Average
18.1%
6.1%
13.5%
-
Rank Within Category
31
33
28
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 11.7% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
Cons
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. 10Y Returns are lower than the benchmark
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.15%
10. 1Y Returns are lower than the category average returns
11. 3Y Returns are lower than the category average returns
12. 5Y Returns are lower than the category average returns
13. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity7.2%
ICICI Bank Ltd.FinancialEquity5.2%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
Infosys Ltd.TechnologyEquity4.3%
Axis Bank Ltd.FinancialEquity3.9%
Varun Beverages Ltd.FMCGEquity3.1%
HCL Technologies Ltd.TechnologyEquity3.0%
Bharti Airtel Ltd.CommunicationEquity2.9%
Navin Fluorine International Ltd.ChemicalsEquity2.8%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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S Bharath
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Sundaram Diversified Equity Fund Growth Details

Sundaram Diversified Equity Fund Growth 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 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 ₹116.77.

The Sundaram Diversified Equity Fund Growth is rated Moderately 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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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
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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