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
₹20.9535
+0.22%
(20 Aug)
AUM
1,489 Cr
TER
1.62%
Risk
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
+6.5%
+1.2%
+0.9%
+0.5%
-0.5%
-0.5%
3Y
+22.2%
+12.6%
+24.6%
+17.0%
+24.2%
+24.2%
5Y
+25.6%
+18.6%
+26.4%
+20.9%
+25.6%
+25.6%
ALL
+15.4%
+12.9%
+17.4%
+13.4%
+16.3%
+16.3%
VOL
18.9%
16.7%
18.2%
-
17.4%
17.4%
TER
1.1%
1.6%
0.6%
-
0.9%
0.9%
AUM
₹16,579 Cr
₹1,489 Cr
₹4,402 Cr
-
₹30,271 Cr
₹30,271 Cr
INFO
0.82
0.77
0.96
-
0.94
0.94
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 Jul
Top holdings
Treps
14.0%
HDFC Bank Ltd
9.8%
ICICI Bank Ltd
8.8%
Reliance Industries Ltd
4.7%
Axis Bank Ltd
3.6%
Larsen & Toubro Ltd
3.4%
Bharti Airtel Ltd
3.3%
State Bank of India
3.2%
Infosys Ltd
3.1%
ITC Ltd
2.9%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
13.5%
Consumer Defensive
7.3%
Energy
6.5%
Basic Materials
6.4%
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