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
₹218.8952
+0.32%
(19 Nov)
AUM
1,560 Cr
TER
1.62%
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
+51.4%
+40.8%
+34.7%
+27.8%
+26.6%
+19.1%
3Y
+24.7%
+23.1%
+21.2%
+14.9%
+18.7%
+12.1%
5Y
+24.2%
+24.8%
+21.3%
+19.2%
+32.2%
+15.8%
ALL
+19.7%
+17.3%
+15.8%
+15.6%
+21.9%
+13.6%
VOL
17.1%
15.6%
16.6%
-
17.1%
16.1%
TER
0.7%
0.9%
1.1%
-
0.7%
1.6%
AUM
₹4,074 Cr
₹27,559 Cr
₹15,935 Cr
-
₹10,980 Cr
₹1,560 Cr
INFO
1.15
1.11
0.95
-
1.28
0.84
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 Aug
Top holdings
HDFC Bank Ltd
7.5%
ICICI Bank Ltd
6.5%
Reliance Industries Ltd
5.8%
Infosys Ltd
4.5%
Sun Pharmaceuticals Industries Ltd
3.5%
Larsen & Toubro Ltd
3.5%
Tata Consultancy Services Ltd
3.1%
Tata Motors Ltd
3.0%
Axis Bank Ltd
2.9%
Bharti Airtel Ltd
2.9%
Top industry exposure
Financial Services
31.7%
Industrials
12.9%
Technology
10.1%
Consumer Cyclical
9.8%
Consumer Defensive
9.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
21%
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