Sundaram Diversified Equity Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Diversified Equity Growth Direct Plan

NAV
₹205.3536
+0.48%
(13 May)
AUM
1,603 Cr
TER
1.61%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+54.8%
+54.5%
+54.4%
+42.5%
+33.7%
+24.9%
3Y
+26.0%
+27.2%
+27.0%
+26.4%
+18.6%
+17.2%
5Y
+22.7%
+34.5%
+23.1%
+19.2%
+18.2%
+15.1%
ALL
+18.5%
+23.1%
+17.1%
+15.5%
+15.9%
+13.5%
VOL
16.9%
17.0%
15.6%
16.7%
-
16.2%
TER
0.7%
0.8%
1.0%
1.1%
-
1.6%
AUM
₹3,402 Cr
₹8,342 Cr
₹23,412 Cr
₹14,475 Cr
-
₹1,603 Cr
INFO
1.10
1.36
1.10
0.93
-
0.83
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Diversified Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Reliance Industries Ltd
8.6%
HDFC Bank Ltd
8.4%
ICICI Bank Ltd
7.0%
Infosys Ltd
4.1%
Sun Pharmaceuticals Industries Ltd
3.9%
Larsen & Toubro Ltd
3.7%
State Bank of India
3.0%
Axis Bank Ltd
2.9%
Tata Motors Ltd
2.8%
Tata Consultancy Services Ltd
2.8%
Top industry exposure
Financial Services
34.9%
Industrials
10.5%
Consumer Defensive
10.3%
Technology
10.0%
Consumer Cyclical
8.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.
Fund manager(s)
Sudhir Kedia
Rohit Seksaria

FAQs