Sundaram Diversified Equity - Growth - Direct Plan

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  • 0.68 %Nav, as on 01-09-2025

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  • Net Change on 01-09-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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) Direct Plan - Growth -1.26 1.15 -0.41 13.85 18.63 13.11
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) Direct Plan - Growth Jan 02, 2013 Unrated -0.41 13.85 18.63 1.68 1,488.71
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated -1.56 11.99 16.18 0.80 35,172.50
SBI ELSS Tax Saver Fund - DIRECT PLAN -GROWTH Jan 01, 2013 -4.52 23.42 25.40 0.95 30,271.16
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 -1.14 17.37 21.11 0.58 26,075.63
DSP ELSS Tax Saver Fund - Direct Plan - Growth Jan 01, 2013 -3.52 19.87 22.90 0.69 16,980.66
HDFC ELSS Tax saver -Direct Plan - Growth Option Jan 01, 2013 2.65 22.52 24.41 1.09 16,579.03

Fund Holdings as on 31-July-2025

  • TREPS

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • State Bank of India

  • Infosys Ltd

  • ITC Ltd

  • Ultratech Cement Ltd

  • Hindustan UniLever Ltd

  • Force Motors Ltd

  • Maruti Suzuki India Ltd

  • NTPC LTD

  • Sun Pharmaceutical Industries Ltd

  • Tata Consultancy Services Ltd

  • Metropolis Healthcare Ltd

  • Tata Motors Ltd

  • Swiggy Ltd

  • IndusInd Bank Ltd

  • GAIL (India) Ltd

  • Ambuja Cements Ltd

  • Zomato Ltd

  • UPL Ltd

  • The Federal Bank Ltd

  • TATA Consumer Products Ltd

  • Apollo Hospitals Enterprise Ltd

  • PI Industries Ltd

  • Cipla Ltd

  • Mahindra & Mahindra Ltd

  • Apollo Tyres Ltd

  • Hyundai Motor India Ltd

  • Jubilant Foodworks Ltd

  • Hindustan Petroleum Corporation Ltd

  • Kotak Mahindra Bank Ltd

  • Praj Industries Ltd

  • Kajaria Ceramics Ltd

  • Bata India Ltd

  • United Spirits Ltd

  • Tech Mahindra Ltd

  • Oil India Ltd

  • GE Vernova T and D India Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Bank - Public

  • Cigarettes/Tobacco

  • Pharmaceuticals & Drugs

  • e-Commerce

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Tea/Coffee

  • Tyres & Allied

  • Consumer Food

  • Engineering - Industrial Equipments

  • Ceramics/Marble/Granite/Sanitaryware

  • Footwear

  • Breweries & Distilleries

  • Oil Exploration

  • Electric Equipment

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  • 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 ₹1,488.71 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 ₹1.58(0.68%)yesterday to ₹233.4315.

Among its top 3 holdings the fund has exposure to TREPS, 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