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
₹228.2233
-0.12%
(28 May)
AUM
1,465 Cr
TER
1.68%
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
+13.9%
+12.0%
+8.8%
+7.7%
+7.3%
+5.3%
3Y
+30.6%
+25.7%
+28.8%
+16.8%
+19.8%
+26.2%
5Y
+31.0%
+29.9%
+31.1%
+24.0%
+24.9%
+26.5%
ALL
+18.6%
+15.7%
+16.9%
+13.3%
+14.3%
+19.1%
VOL
17.7%
16.5%
15.5%
16.1%
-
18.5%
TER
0.7%
1.1%
0.9%
1.7%
-
0.6%
AUM
₹3,897 Cr
₹16,232 Cr
₹28,506 Cr
₹1,465 Cr
-
₹385 Cr
INFO
1.05
0.95
1.08
0.83
-
1.03
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 30th Apr
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.6%
Reliance Industries Ltd
4.8%
Treps
4.2%
Axis Bank Ltd
3.4%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Larsen & Toubro Ltd
3.1%
Infosys Ltd
3.1%
ITC Ltd
3.0%
Top industry exposure
Financial Services
34.0%
Consumer Cyclical
10.8%
Industrials
9.1%
Healthcare
7.7%
Consumer Defensive
7.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
33%
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