Sundaram Diversified Equity - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App 0.36 2.49 13.76 6.21 6.90 15.03
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI -0.74 1.70 14.17 11.12 8.25 9.69

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App May 02, 2005 Unrated 13.76 6.21 6.90 2.06 2,597.47
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 27.28 16.19 10.87 1.62 21,996.95
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 8.64 0.96 1.42 1.92 10,583.85
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 12.21 11.04 8.59 2.00 10,308.05
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 10.14 6.37 4.78 1.91 7,581.91
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 6.16 4.26 4.25 1.89 7,326.69

Fund Holdings as on 31-January-2020

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Bajaj Finance Ltd

  • SBI Life Insurance Company Ltd

  • Varun Beverages Ltd

  • Siemens Ltd

  • The Ramco Cements Ltd

  • Quess Corp Ltd

  • Hindustan UniLever Ltd

  • TREPS

  • ICICI Lombard General Insurance Company Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Tech Mahindra Ltd

  • Jubilant Foodworks Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • PVR Ltd

  • Ultratech Cement Ltd

  • ITC Ltd

  • Kansai Nerolac Paints Ltd

  • Honeywell Automation India Ltd

  • Grindwell Norton Ltd

  • Mahindra & Mahindra Ltd

  • The Federal Bank Ltd

  • Emami Ltd

  • HCL Technologies Ltd

  • Bharat Petroleum Corporation Ltd

  • Apollo Hospitals Enterprise Ltd

  • MphasiS Ltd

  • Carborundum Universal Ltd

  • Navin Fluorine International Ltd

  • Schaeffler India Ltd

  • Thermax Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Asian Paints Ltd

  • Lemon Tree Hotels Ltd

  • Container Corporation of India Ltd

  • Max Financial Services Ltd

  • Vedanta Ltd

  • Maruti Suzuki India Ltd

  • Century Plyboards (India) Ltd

  • Healthcare Global Enterprises Ltd

  • State Bank of India

  • Zee Entertainment Enterprises Ltd

  • Rane Holdings Ltd

  • Capacite Infraprojects Ltd

  • Karur Vysya Bank Ltd

  • Indian Oil Corporation Ltd

  • Arvind Fashions Ltd

  • CL Educate Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - NBFC

  • Insurance

  • Household & Personal Products

  • Consumer Food

  • Finance - Housing

  • Cement & Construction Materials

  • Engineering - Construction

  • Miscellaneous

  • Abrasives

  • Electric Equipment

  • Paints

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Consumer Durables - Domestic Appliances

  • Film Production, Distribution & Entertainment

  • Cigarettes/Tobacco

  • Consumer Durables - Electronics

  • Hospital & Healthcare Services

  • Bearings

  • Chemicals

  • Engineering - Industrial Equipments

  • Hotel, Resort & Restaurants

  • Logistics

  • Metal - Non Ferrous

  • Finance - Others

  • Wood & Wood Products

  • Bank - Public

  • Finance - Investment

  • TV Broadcasting & Software Production

  • Construction - Real Estate

  • Retailing

  • Educational Institutions

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About Sundaram Diversified Equity

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Scheme Analysis

Sundaram Diversified Equity is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 02-May-2005 and currently has an AUM of ₹2,597.47 crore. Sundaram Diversified Equity is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Sundaram Diversified Equity ended down ₹-0.09(-0.09%)yesterday to ₹105.1417.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Diversified Equity is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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