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
₹20.7273
-0.63%
(11 Jul)
AUM
1,519 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
+4.0%
+3.9%
+3.9%
+3.1%
+1.6%
+1.6%
3Y
+29.2%
+29.1%
+29.1%
+27.3%
+20.5%
+16.0%
5Y
+27.1%
+28.3%
+28.3%
+24.4%
+22.7%
+20.3%
ALL
+17.5%
+16.7%
+16.7%
+19.5%
+14.1%
+13.0%
VOL
18.2%
17.5%
17.5%
18.5%
-
16.8%
TER
0.6%
0.9%
0.9%
0.6%
-
1.7%
AUM
₹4,506 Cr
₹29,667 Cr
₹29,667 Cr
₹419 Cr
-
₹1,519 Cr
INFO
0.96
0.96
0.96
1.06
-
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 May
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.6%
Reliance Industries Ltd
4.8%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.4%
State Bank of India
3.2%
Infosys Ltd
3.2%
Bharti Airtel Ltd
3.2%
ITC Ltd
2.9%
Treps
2.7%
Top industry exposure
Financial Services
34.3%
Consumer Cyclical
11.4%
Industrials
10.3%
Basic Materials
7.5%
Consumer Defensive
7.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
34%
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