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
₹16.9290
-1.66%
(21 Sep)
AUM
1,638 Cr
TER
1.58%
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
+27.1%
+21.1%
+14.8%
+14.3%
+11.0%
+10.0%
3Y
+27.7%
+27.9%
+23.7%
+28.6%
+23.3%
+35.4%
5Y
+16.0%
+13.5%
+13.9%
+15.3%
+12.0%
+26.0%
ALL
+15.2%
+14.1%
+17.0%
+17.2%
+12.9%
+20.4%
VOL
18.0%
19.6%
-
17.6%
17.3%
18.3%
TER
1.0%
1.1%
-
0.6%
1.6%
0.8%
AUM
₹15,587 Cr
₹11,286 Cr
-
₹5,073 Cr
₹1,638 Cr
₹4,606 Cr
INFO
0.84
0.72
-
0.98
0.74
1.12
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 Aug
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
6.9%
Reliance Industries Ltd
6.8%
Infosys Ltd
5.0%
State Bank of India
4.1%
Polycab India Ltd
3.6%
Axis Bank Ltd
2.9%
Larsen & Toubro Ltd
2.6%
Sun Pharmaceuticals Industries Ltd
2.6%
ICRA Ltd
2.4%
Top industry exposure
Financial Services
35.9%
Industrials
13.1%
Technology
11.2%
Consumer Defensive
9.4%
Consumer Cyclical
8.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
22%
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