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
₹18.8052
-1.40%
(4 Apr)
AUM
1,362 Cr
TER
1.75%
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
+11.3%
+7.8%
+7.8%
+3.6%
+1.7%
-0.8%
3Y
+21.1%
+23.3%
+23.3%
+20.2%
+12.5%
+9.3%
5Y
+31.6%
+33.0%
+33.0%
+29.0%
+26.0%
+23.7%
ALL
+15.1%
+16.2%
+16.2%
+16.1%
+14.1%
+12.3%
VOL
19.0%
17.5%
17.5%
18.0%
-
16.8%
TER
1.1%
1.1%
1.1%
0.7%
-
1.8%
AUM
₹14,671 Cr
₹25,724 Cr
₹25,724 Cr
₹3,405 Cr
-
₹1,362 Cr
INFO
0.79
0.93
0.93
0.90
-
0.73
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 28th Feb
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
7.8%
Treps
4.7%
Infosys Ltd
4.5%
Reliance Industries Ltd
4.4%
Larsen & Toubro Ltd
3.6%
Bharti Airtel Ltd
3.2%
Axis Bank Ltd
3.1%
State Bank of India
3.0%
Tata Consultancy Services Ltd
2.9%
Top industry exposure
Financial Services
33.5%
Industrials
11.4%
Consumer Cyclical
10.5%
Technology
9.4%
Healthcare
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
29%
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