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
₹18.5851
-0.56%
(16 Apr)
AUM
1,604 Cr
TER
1.63%
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
+62.6%
+61.4%
+61.4%
+57.6%
+36.9%
+28.6%
3Y
+33.9%
+30.1%
+30.1%
+27.2%
+19.7%
+17.8%
5Y
+33.5%
+21.7%
+21.7%
+26.5%
+17.0%
+14.2%
ALL
+22.5%
+17.1%
+17.1%
+18.9%
+15.7%
+13.4%
VOL
18.2%
17.8%
17.8%
16.4%
-
17.1%
TER
0.8%
1.0%
1.0%
1.2%
-
1.6%
AUM
₹7,770 Cr
₹21,976 Cr
₹21,976 Cr
₹1,210 Cr
-
₹1,604 Cr
INFO
1.23
0.96
0.96
1.15
-
0.78
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 29th Feb
Top holdings
Reliance Industries Ltd
8.4%
HDFC Bank Ltd
8.1%
ICICI Bank Ltd
7.0%
Infosys Ltd
4.6%
Sun Pharmaceuticals Industries Ltd
3.8%
Larsen & Toubro Ltd
3.4%
Axis Bank Ltd
3.2%
Tata Consultancy Services Ltd
2.9%
State Bank of India
2.9%
Tata Motors Ltd
2.7%
Top industry exposure
Financial Services
35.5%
Technology
11.2%
Consumer Defensive
10.2%
Industrials
10.0%
Consumer Cyclical
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
16%
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