Sundaram Diversified Equity IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Diversified Equity IDCW Payout Direct Plan

NAV
₹19.7090
-1.17%
(25 Apr)
AUM
1,428 Cr
TER
1.74%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+13.2%
+7.7%
+7.7%
+5.1%
+4.1%
+3.7%
3Y
+23.4%
+25.0%
+25.0%
+16.0%
+12.7%
+22.0%
5Y
+29.4%
+30.4%
+30.4%
+24.3%
+22.4%
+25.4%
ALL
+15.3%
+16.3%
+16.3%
+14.4%
+12.7%
+18.0%
VOL
19.1%
17.5%
17.5%
-
16.8%
18.5%
TER
1.1%
0.9%
0.9%
-
1.7%
0.6%
AUM
₹15,556 Cr
₹27,730 Cr
₹27,730 Cr
-
₹1,428 Cr
₹378 Cr
INFO
0.80
0.93
0.93
-
0.75
0.97
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 IDCW Payout (DP)
₹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 Mar
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
8.3%
Reliance Industries Ltd
4.5%
Treps
4.2%
Larsen & Toubro Ltd
3.8%
Bharti Airtel Ltd
3.4%
Infosys Ltd
3.4%
Axis Bank Ltd
3.2%
State Bank of India
3.2%
InterGlobe Aviation Ltd
2.7%
Top industry exposure
Financial Services
34.2%
Industrials
11.4%
Consumer Cyclical
10.9%
Healthcare
6.9%
Technology
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
31%
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