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 -2.58 2.81 61.01 5.40 11.31 11.94
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI -1.58 2.86 66.31 12.10 15.05 10.69

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 - Direct Plan - Growth Option Jan 02, 2013 Unrated 61.01 5.40 11.31 1.18 2,304.22
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 65.95 1.68 8.15 1.08 11,219.23
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 61.93 9.00 11.60 1.25 9,257.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 62.49 11.18 13.87 1.25 8,310.40
DSP Tax Saver Fund - Direct Plan - Growth Dec 31, 2012 68.43 13.18 16.46 0.83 8,056.26
Mirae Asset Tax Saver Fund-Direct Plan -Growth Dec 28, 2015 76.93 17.38 22.21 0.35 6,934.49

Fund Holdings as on 31-March-2021

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • HCL Technologies Ltd

  • Tata Consultancy Services Ltd

  • Varun Beverages Ltd

  • The Ramco Cements Ltd

  • Ultratech Cement Ltd

  • Quess Corp Ltd

  • Larsen & Toubro Ltd

  • Navin Fluorine International Ltd

  • State Bank of India

  • Grindwell Norton Ltd

  • Mahindra & Mahindra Ltd

  • Jubilant Foodworks Ltd

  • Bharti Airtel Ltd

  • Emami Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • SBI Life Insurance Company Ltd

  • Bharat Petroleum Corporation Ltd

  • Schaeffler India Ltd

  • Hindustan UniLever Ltd

  • Kansai Nerolac Paints Ltd

  • Divi's Laboratories Ltd

  • Honeywell Automation India Ltd

  • Healthcare Global Enterprises Ltd

  • Sun Pharmaceutical Industries Ltd

  • The Federal Bank Ltd

  • TATA Consumer Products Ltd

  • Century Plyboards (India) Ltd

  • Jindal Steel & Power Ltd

  • ICICI Lombard General Insurance Company Ltd

  • ITC Ltd

  • Container Corporation of India Ltd

  • Apollo Hospitals Enterprise Ltd

  • IIFL Wealth Management Ltd

  • Kotak Mahindra Bank Ltd

  • Dr. Reddy's Laboratories Ltd

  • Lemon Tree Hotels Ltd

  • Cipla Ltd

  • Rane Holdings Ltd

  • Bajaj Finserv Ltd

  • Siemens Ltd

  • Bank of Baroda

  • TREPS

  • AU Small Finance Bank Ltd

  • GAIL (India) Ltd

  • CL Educate Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Consumer Food

  • Cement & Construction Materials

  • Finance - Housing

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Bank - Public

  • Insurance

  • Engineering - Construction

  • Chemicals

  • Abrasives

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Paints

  • Consumer Durables - Electronics

  • Finance - Investment

  • Wood & Wood Products

  • Steel/Sponge Iron/Pig Iron

  • Logistics

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Electric Equipment

  • Industrial Gases & Fuels

  • 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-Jan-2013 and currently has an AUM of ₹2,304.22 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 ₹0.71(0.57%)yesterday to ₹124.6811.

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