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 31st Mar
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
8.3%
Reliance Industries Ltd
4.5%
Treps
4.2%
Larsen & Toubro Ltd
3.8%
Bharti Airtel Ltd
3.4%
Infosys Ltd
3.4%
Axis Bank Ltd
3.2%
State Bank of India
3.2%
InterGlobe Aviation Ltd
2.7%
Top industry exposure
Financial Services
34.2%
Industrials
11.4%
Consumer Cyclical
10.9%
Healthcare
6.9%
Technology
6.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
31%
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.