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 28th Feb
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
7.8%
Treps
4.7%
Infosys Ltd
4.5%
Reliance Industries Ltd
4.4%
Larsen & Toubro Ltd
3.6%
Bharti Airtel Ltd
3.2%
Axis Bank Ltd
3.1%
State Bank of India
3.0%
Tata Consultancy Services Ltd
2.9%
Top industry exposure
Financial Services
33.5%
Industrials
11.4%
Consumer Cyclical
10.5%
Technology
9.4%
Healthcare
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
29%
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.