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
₹20.3369
+0.01%
(19 May)
AUM
1,465 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
+15.2%
+10.0%
+10.0%
+9.5%
+8.3%
+6.1%
3Y
+27.4%
+29.8%
+29.8%
+20.9%
+29.2%
+16.8%
5Y
+31.3%
+31.9%
+31.9%
+25.5%
+30.4%
+24.0%
ALL
+15.6%
+16.6%
+16.6%
+14.4%
+17.2%
+12.9%
VOL
19.0%
17.5%
17.5%
-
18.3%
16.8%
TER
1.1%
0.9%
0.9%
-
0.7%
1.7%
AUM
₹16,232 Cr
₹28,506 Cr
₹28,506 Cr
-
₹3,897 Cr
₹1,465 Cr
INFO
0.82
0.95
0.95
-
0.94
0.77
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
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)
Sudhir Kedia
Rohit Seksaria

FAQs