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
₹217.5443
-0.32%
(17 Jan)
AUM
1,529 Cr
TER
1.63%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+34.4%
+23.2%
+17.1%
+14.9%
+13.8%
+10.5%
3Y
+23.1%
+21.8%
+19.8%
+13.2%
+18.3%
+10.4%
5Y
+22.9%
+23.7%
+20.5%
+18.0%
+18.0%
+14.9%
ALL
+19.2%
+17.0%
+15.5%
+14.9%
+19.1%
+13.3%
VOL
17.2%
15.5%
16.5%
-
18.1%
16.1%
TER
0.6%
0.9%
1.1%
-
0.6%
1.6%
AUM
₹4,415 Cr
₹27,791 Cr
₹15,729 Cr
-
₹397 Cr
₹1,529 Cr
INFO
1.12
1.09
0.94
-
1.06
0.83
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 Nov
Top holdings
HDFC Bank Ltd
8.0%
ICICI Bank Ltd
7.4%
Infosys Ltd
4.3%
Reliance Industries Ltd
4.2%
Larsen & Toubro Ltd
3.7%
Treps
3.3%
Bharti Airtel Ltd
3.2%
Tata Consultancy Services Ltd
3.1%
Axis Bank Ltd
3.1%
State Bank of India
2.9%
Top industry exposure
Financial Services
33.3%
Industrials
12.3%
Consumer Cyclical
9.5%
Technology
9.3%
Healthcare
8.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
23%
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