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
₹20.3809
-0.56%
(13 Jun)
AUM
1,488 Cr
TER
1.68%
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
+5.3%
+5.1%
+5.1%
+4.1%
+3.3%
+2.1%
3Y
+30.4%
+29.7%
+29.7%
+21.4%
+27.5%
+15.7%
5Y
+27.7%
+29.5%
+29.5%
+23.9%
+25.1%
+21.4%
ALL
+17.2%
+16.6%
+16.6%
+14.3%
+19.3%
+12.8%
VOL
18.2%
17.5%
17.5%
-
18.6%
16.8%
TER
0.6%
0.9%
0.9%
-
0.6%
1.7%
AUM
₹4,360 Cr
₹29,667 Cr
₹29,667 Cr
-
₹419 Cr
₹1,488 Cr
INFO
0.95
0.95
0.95
-
1.04
0.76
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 30th Apr
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.6%
Reliance Industries Ltd
4.8%
Treps
4.2%
Axis Bank Ltd
3.4%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Larsen & Toubro Ltd
3.1%
Infosys Ltd
3.1%
ITC Ltd
3.0%
Top industry exposure
Financial Services
34.0%
Consumer Cyclical
10.8%
Industrials
9.1%
Healthcare
7.7%
Consumer Defensive
7.7%
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)
Rohit Seksaria
Bharath Subramanian

FAQs