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
₹18.8855
-0.25%
(26 Apr)
AUM
1,595 Cr
TER
1.61%
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
+63.6%
+62.1%
+62.0%
+62.0%
+40.2%
+30.5%
3Y
+33.0%
+27.6%
+29.7%
+29.7%
+21.0%
+19.0%
5Y
+33.8%
+22.1%
+21.9%
+21.9%
+17.8%
+14.6%
ALL
+22.5%
+18.0%
+17.1%
+17.1%
+15.6%
+13.5%
VOL
18.2%
17.4%
17.8%
17.8%
-
17.0%
TER
0.8%
0.7%
1.0%
1.0%
-
1.6%
AUM
₹8,342 Cr
₹3,205 Cr
₹21,976 Cr
₹21,976 Cr
-
₹1,595 Cr
INFO
1.24
1.04
0.96
0.96
-
0.79
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 29th Feb
Top holdings
Reliance Industries Ltd
8.4%
HDFC Bank Ltd
8.1%
ICICI Bank Ltd
7.0%
Infosys Ltd
4.6%
Sun Pharmaceuticals Industries Ltd
3.8%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.2%
Tata Consultancy Services Ltd
2.9%
State Bank of India
2.9%
Tata Motors Ltd
2.7%
Top industry exposure
Financial Services
35.5%
Technology
11.2%
Consumer Defensive
10.2%
Industrials
10.0%
Consumer Cyclical
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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