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
₹236.0228
-0.16%
(1 Jul)
AUM
1,488 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
+11.8%
+9.5%
+6.1%
+6.0%
+5.6%
+4.9%
3Y
+34.4%
+27.6%
+30.7%
+19.0%
+29.0%
+22.5%
5Y
+29.6%
+28.2%
+29.2%
+22.2%
+25.0%
+23.8%
ALL
+18.9%
+15.8%
+17.0%
+13.6%
+19.8%
+14.5%
VOL
17.7%
16.4%
15.5%
16.0%
18.4%
-
TER
0.6%
1.1%
0.9%
1.7%
0.6%
-
AUM
₹4,360 Cr
₹16,454 Cr
₹29,667 Cr
₹1,488 Cr
₹419 Cr
-
INFO
1.07
0.96
1.10
0.84
1.08
-
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 May
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.6%
Reliance Industries Ltd
4.8%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.4%
State Bank of India
3.2%
Infosys Ltd
3.2%
Bharti Airtel Ltd
3.2%
ITC Ltd
2.9%
Treps
2.7%
Top industry exposure
Financial Services
34.3%
Consumer Cyclical
11.4%
Industrials
10.3%
Basic Materials
7.5%
Consumer Defensive
7.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
34%
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)
Rohit Seksaria
Bharath Subramanian

FAQs