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
₹232.8662
-0.18%
(5 Sep)
AUM
1,489 Cr
TER
1.68%
Risk
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
+2.7%
-0.3%
-1.4%
-2.6%
-3.2%
-3.4%
3Y
+22.3%
+13.3%
+26.0%
+24.4%
+16.5%
+22.0%
5Y
+25.6%
+19.4%
+26.6%
+25.8%
+20.7%
+21.5%
ALL
+15.5%
+13.2%
+18.1%
+16.5%
+13.2%
+18.2%
VOL
16.3%
16.0%
17.6%
15.4%
-
18.2%
TER
1.1%
1.7%
0.6%
0.9%
-
0.5%
AUM
₹16,579 Cr
₹1,489 Cr
₹4,223 Cr
₹30,271 Cr
-
₹420 Cr
INFO
0.95
0.83
1.02
1.07
-
1.00
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 Jul
Top holdings
Treps
14.0%
HDFC Bank Ltd
9.8%
ICICI Bank Ltd
8.8%
Reliance Industries Ltd
4.7%
Axis Bank Ltd
3.6%
Larsen & Toubro Ltd
3.4%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Infosys Ltd
3.1%
ITC Ltd
2.9%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
13.5%
Consumer Defensive
7.3%
Energy
6.5%
Basic Materials
6.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
35%
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