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
₹237.2335
+0.43%
(23 Jul)
AUM
1,519 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
+12.9%
+6.1%
+4.4%
+4.3%
+4.3%
+2.5%
3Y
+30.2%
+24.7%
+16.3%
+27.5%
+26.0%
+19.4%
5Y
+28.1%
+26.2%
+20.6%
+27.5%
+24.0%
+22.1%
ALL
+18.8%
+15.6%
+13.5%
+16.9%
+19.5%
+13.9%
VOL
17.7%
16.4%
16.0%
15.5%
18.3%
-
TER
0.6%
1.1%
1.6%
0.9%
0.6%
-
AUM
₹4,506 Cr
₹16,908 Cr
₹1,519 Cr
₹30,616 Cr
₹435 Cr
-
INFO
1.07
0.95
0.84
1.09
1.06
-
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 30th Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.4%
Reliance Industries Ltd
5.0%
Axis Bank Ltd
4.0%
Bharti Airtel Ltd
3.4%
Larsen & Toubro Ltd
3.3%
Sundaram Liquid Dir Gr
3.3%
Infosys Ltd
3.2%
State Bank of India
3.2%
ITC Ltd
2.9%
Top industry exposure
Financial Services
31.9%
Consumer Cyclical
11.7%
Industrials
10.5%
Consumer Defensive
7.1%
Healthcare
6.7%
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