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.