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
₹20.2214
-0.49%
(8 Nov)
AUM
1,681 Cr
TER
1.6%
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
+64.5%
+50.7%
+50.7%
+43.3%
+35.5%
+23.1%
3Y
+26.3%
+24.8%
+24.8%
+22.8%
+16.3%
+12.3%
5Y
+25.4%
+25.2%
+25.2%
+21.8%
+20.0%
+15.8%
ALL
+19.5%
+17.5%
+17.5%
+16.0%
+16.0%
+13.5%
VOL
17.6%
17.7%
17.7%
19.1%
-
16.9%
TER
0.6%
0.9%
0.9%
1.1%
-
1.6%
AUM
₹4,195 Cr
₹28,733 Cr
₹28,733 Cr
₹16,761 Cr
-
₹1,681 Cr
INFO
1.11
0.99
0.99
0.84
-
0.80
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
7.5%
ICICI Bank Ltd
6.5%
Reliance Industries Ltd
5.8%
Infosys Ltd
4.5%
Sun Pharmaceuticals Industries Ltd
3.5%
Larsen & Toubro Ltd
3.5%
Tata Consultancy Services Ltd
3.1%
Tata Motors Ltd
3.0%
Axis Bank Ltd
2.9%
Bharti Airtel Ltd
2.9%
Top industry exposure
Financial Services
31.7%
Industrials
12.9%
Technology
10.1%
Consumer Cyclical
9.8%
Consumer Defensive
9.3%
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