Sundaram Diversified Equity Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Diversified Equity Growth Direct Plan

NAV
₹233.0348
-0.14%
(14 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
+6.4%
+4.0%
+2.2%
+0.9%
+0.2%
-0.9%
3Y
+22.1%
+13.6%
+25.7%
+16.6%
+24.5%
+21.7%
5Y
+25.5%
+19.7%
+26.8%
+21.0%
+25.6%
+21.4%
ALL
+15.5%
+13.3%
+18.1%
+13.4%
+16.5%
+18.2%
VOL
16.3%
16.0%
17.7%
-
15.4%
18.3%
TER
1.1%
1.6%
0.6%
-
0.9%
0.6%
AUM
₹16,579 Cr
₹1,489 Cr
₹4,402 Cr
-
₹30,271 Cr
₹420 Cr
INFO
0.95
0.83
1.02
-
1.07
0.99
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 (G)
₹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 30th Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.4%
Reliance Industries Ltd
5.0%
Axis Bank Ltd
4.0%
Bharti Airtel Ltd
3.4%
Larsen & Toubro Ltd
3.3%
Sundaram Liquid Dir Gr
3.3%
Infosys Ltd
3.2%
State Bank of India
3.2%
ITC Ltd
2.9%
Top industry exposure
Financial Services
31.9%
Consumer Cyclical
11.7%
Industrials
10.5%
Consumer Defensive
7.1%
Healthcare
6.7%
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