Sundaram Diversified Equity - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 (ELSS) Regular Plan - Growth 0.94 11.15 3.42 16.54 20.55 14.98
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

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 (ELSS) Regular Plan - Growth May 02, 2005 Unrated 3.42 16.54 20.55 2.20 1,519.21
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 4.34 16.16 16.63 1.53 36,257.53
SBI ELSS Tax Saver Fund - REGULAR PLAN- GROWTH Mar 31, 1993 2.39 27.73 27.28 1.58 30,616.22
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 4.67 19.38 22.99 1.56 26,537.48
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 4.01 22.71 24.85 1.64 17,427.57
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 6.21 25.03 26.41 1.65 16,908

Fund Holdings as on 30-June-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Sundaram Liquid Fund - Direct Growth

  • Infosys Ltd

  • State Bank of India

  • ITC Ltd

  • TREPS

  • Ultratech Cement Ltd

  • Force Motors Ltd

  • Hindustan UniLever Ltd

  • Maruti Suzuki India Ltd

  • Tata Consultancy Services Ltd

  • Sun Pharmaceutical Industries Ltd

  • Kotak Mahindra Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • IndusInd Bank Ltd

  • Swiggy Ltd

  • The Federal Bank Ltd

  • Ambuja Cements Ltd

  • Metropolis Healthcare Ltd

  • TATA Consumer Products Ltd

  • Interglobe Aviation Ltd

  • Delhivery Ltd

  • UPL Ltd

  • Zomato Ltd

  • Apollo Hospitals Enterprise Ltd

  • PI Industries Ltd

  • Cipla Ltd

  • Mahindra & Mahindra Ltd

  • Jubilant Foodworks Ltd

  • GAIL (India) Ltd

  • Tata Motors Ltd

  • Praj Industries Ltd

  • Info Edge (India) Ltd

  • Aurobindo Pharma Ltd

  • GE Vernova T and D India Ltd

  • Tech Mahindra Ltd

  • United Spirits Ltd

  • Bata India Ltd

  • NTPC LTD

  • Kajaria Ceramics Ltd

  • Blue Star Ltd

  • Computer Age Management Services Ltd

  • Oil India Ltd

  • Apollo Tyres Ltd

  • Max Financial Services Ltd

  • Affle (India) Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Hindustan Petroleum Corporation Ltd

  • Supreme Industries Ltd

  • Hyundai Motor India Ltd

  • Neuland Laboratories Ltd

  • APL Apollo Tubes Ltd

  • Mankind Pharma Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Miscellaneous

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Cigarettes/Tobacco

  • e-Commerce

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • BPO/ITeS

  • Finance - NBFC

  • Tea/Coffee

  • Airlines

  • Courier Services

  • Consumer Food

  • Industrial Gases & Fuels

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Breweries & Distilleries

  • Footwear

  • Power Generation/Distribution

  • Ceramics/Marble/Granite/Sanitaryware

  • Depository Services

  • Air Conditioners

  • Oil Exploration

  • Tyres & Allied

  • Finance - Others

  • Plastic Products

  • Port

  • Steel & Iron Products

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  • Cash

  • Equity

  • MFU

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About Sundaram Diversified Equity

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 ₹1,519.21 crore. Sundaram Diversified Equity is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Diversified Equity ended up ₹0.21(0.1%)yesterday to ₹221.9566.

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

The Sundaram Diversified Equity is managed by S. Bharath and Rohit Seksaria.

Fund House Contact

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

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