Sundaram Diversified Equity - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 - Direct Plan - Growth Option 9.96 10.55 2.56 0.45 7.96 10.60
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 9.76 12.15 9.93 7.47 11.67 9.82

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 - Direct Plan - Growth Option Jan 02, 2013 Unrated 2.56 0.45 7.96 1.79 2,172.65
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 14.60 11.94 14.02 0.88 22,631.51
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 8.23 4.86 11.25 0.94 11,157.91
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -5.17 -7.72 3.74 1.22 9,003.06
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 9.71 3.05 7.98 1.30 7,470.01
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -1.78 -2.10 6.63 1.38 6,648.70

Fund Holdings as on 31-October-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • HCL Technologies Ltd

  • Bharti Airtel Ltd

  • Tata Consultancy Services Ltd

  • The Ramco Cements Ltd

  • Varun Beverages Ltd

  • Navin Fluorine International Ltd

  • SBI Life Insurance Company Ltd

  • Hindustan UniLever Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Jubilant Foodworks Ltd

  • Ultratech Cement Ltd

  • Emami Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Mahindra & Mahindra Ltd

  • Quess Corp Ltd

  • Larsen & Toubro Ltd

  • Apollo Hospitals Enterprise Ltd

  • Kansai Nerolac Paints Ltd

  • Grindwell Norton Ltd

  • Honeywell Automation India Ltd

  • Cipla Ltd

  • Hero MotoCorp Ltd

  • Divi's Laboratories Ltd

  • Bharat Petroleum Corporation Ltd

  • Dr. Reddy's Laboratories Ltd

  • TATA Consumer Products Ltd

  • Schaeffler India Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Sun Pharmaceutical Industries Ltd

  • The Federal Bank Ltd

  • ITC Ltd

  • Westlife Development Ltd

  • State Bank of India

  • Bajaj Finance Ltd

  • PVR Ltd

  • Century Plyboards (India) Ltd

  • Container Corporation of India Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Healthcare Global Enterprises Ltd

  • IIFL Wealth Management Ltd

  • Lemon Tree Hotels Ltd

  • Siemens Ltd

  • Dabur India Ltd

  • NTPC Ltd

  • TREPS

  • Rane Holdings Ltd

  • Arvind Fashions Ltd

  • CL Educate Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Household & Personal Products

  • Consumer Food

  • Insurance

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Telecommunication - Service Provider

  • Miscellaneous

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Finance - Others

  • Hospital & Healthcare Services

  • Paints

  • Abrasives

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Bearings

  • Cigarettes/Tobacco

  • Bank - Public

  • Finance - NBFC

  • Film Production, Distribution & Entertainment

  • Wood & Wood Products

  • Logistics

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Power Generation/Distribution

  • Finance - Investment

  • Retailing

  • Educational Institutions

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Fund Manager

  • Cash

  • Equity

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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-Jan-2013 and currently has an AUM of ₹2,172.65 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 up ₹0.8(0.74%)yesterday to ₹108.7437.

Among its top 3 holdings the fund has exposure to Reliance Industries 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