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
₹166.9592
+0.55%
(1 Dec)
AUM
1,815 Cr
TER
1.46%
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
+19.6%
+14.3%
+13.4%
+11.0%
+7.5%
+5.9%
3Y
+40.8%
+25.7%
+25.0%
+16.6%
+17.5%
+25.3%
5Y
+24.1%
NA
+14.0%
+9.7%
+11.4%
+14.6%
ALL
+22.2%
+25.5%
+18.1%
+13.3%
+18.7%
+17.7%
VOL
17.3%
16.4%
16.9%
16.9%
-
16.5%
TER
0.6%
0.8%
0.7%
1.5%
-
1.3%
AUM
₹2,127 Cr
₹848 Cr
₹3,986 Cr
₹1,815 Cr
-
₹676 Cr
INFO
1.28
1.55
1.07
0.79
-
1.07
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 Oct
Top holdings
ICICI Bank Ltd
8.9%
HDFC Bank Ltd
6.1%
Infosys Ltd
5.0%
Reliance Industries Ltd
4.8%
State Bank of India
4.7%
Axis Bank Ltd
4.4%
Housing Development Finance Corp Ltd
3.7%
Polycab India Ltd
3.5%
Ashok Leyland Ltd
3.5%
Tata Consultancy Services Ltd
2.9%
Top industry exposure
Financial Services
39.6%
Industrials
15.3%
Consumer Cyclical
11.1%
Technology
10.8%
Consumer Defensive
5.5%
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