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
₹211.1174
-0.62%
(21 Feb)
AUM
1,468 Cr
TER
1.72%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+10.8%
+10.1%
+10.0%
+5.0%
+4.8%
+4.3%
3Y
+20.8%
+21.7%
+23.6%
+12.3%
+14.2%
+18.5%
5Y
+19.3%
+20.7%
+23.2%
+14.4%
+16.7%
+17.1%
ALL
+17.4%
+15.1%
+16.5%
+13.0%
+14.2%
+17.5%
VOL
17.4%
16.5%
15.5%
16.1%
-
18.2%
TER
0.7%
1.1%
0.9%
1.7%
-
0.5%
AUM
₹3,876 Cr
₹15,413 Cr
₹27,306 Cr
₹1,468 Cr
-
₹374 Cr
INFO
1.00
0.92
1.07
0.81
-
0.96
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 Jan
Top holdings
HDFC Bank Ltd
8.4%
ICICI Bank Ltd
7.5%
Infosys Ltd
4.7%
Reliance Industries Ltd
4.3%
Larsen & Toubro Ltd
3.8%
Bharti Airtel Ltd
3.4%
Treps
3.4%
Tata Consultancy Services Ltd
3.2%
State Bank of India
2.9%
Axis Bank Ltd
2.8%
Top industry exposure
Financial Services
32.1%
Industrials
12.6%
Consumer Cyclical
10.1%
Technology
9.5%
Consumer Defensive
7.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
25%
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