Sundaram Diversified Equity - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • 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 - Direct Plan - Growth Option 3.56 6.03 12.52 9.23 7.76 12.11
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 1.55 6.46 13.19 13.48 8.62 9.87

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 12.52 9.23 7.76 1.69 2,577.73
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 23.16 18.18 11.65 0.92 21,472.82
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 7.69 4.90 3.86 1.28 10,813.57
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 9.88 13.43 10.09 0.81 10,029.20
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 7.19 7.70 5.25 1.39 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - DIRECT PLAN -GROWTH Jan 01, 2013 10.13 9.21 6.22 1.30 7,370.28

Fund Holdings as on 31-December-2019

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Bajaj Finance Ltd

  • SBI Life Insurance Company Ltd

  • Siemens Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Varun Beverages Ltd

  • The Ramco Cements Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Tech Mahindra Ltd

  • Quess Corp Ltd

  • PVR Ltd

  • Jubilant Foodworks Ltd

  • ITC Ltd

  • Kansai Nerolac Paints Ltd

  • Ultratech Cement Ltd

  • Honeywell Automation India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Grindwell Norton Ltd

  • The Federal Bank Ltd

  • Hindustan UniLever Ltd

  • Mahindra & Mahindra Ltd

  • Emami Ltd

  • HCL Technologies Ltd

  • Max Financial Services Ltd

  • Schaeffler India Ltd

  • Lemon Tree Hotels Ltd

  • MphasiS Ltd

  • Carborundum Universal Ltd

  • Bharat Petroleum Corporation Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Thermax Ltd

  • GAIL (India) Ltd

  • Asian Paints Ltd

  • Apollo Hospitals Enterprise Ltd

  • Container Corporation of India Ltd

  • Karur Vysya Bank Ltd

  • State Bank of India

  • Century Plyboards (India) Ltd

  • Zee Entertainment Enterprises Ltd

  • Rane Holdings Ltd

  • Healthcare Global Enterprises Ltd

  • Capacite Infraprojects Ltd

  • Arvind Fashions Ltd

  • Maruti Suzuki India Ltd

  • Star Cement Ltd

  • CL Educate Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Refineries

  • IT - Software

  • Finance - NBFC

  • Insurance

  • Finance - Housing

  • Cement & Construction Materials

  • Consumer Food

  • Engineering - Construction

  • Household & Personal Products

  • Paints

  • Electric Equipment

  • Abrasives

  • Miscellaneous

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Film Production, Distribution & Entertainment

  • Cigarettes/Tobacco

  • Consumer Durables - Electronics

  • Consumer Durables - Domestic Appliances

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Bearings

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Hospital & Healthcare Services

  • Logistics

  • TV Broadcasting & Software Production

  • Wood & Wood Products

  • Bank - Public

  • Finance - Investment

  • Construction - Real Estate

  • Retailing

  • Educational Institutions

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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 ₹2,577.73 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 ₹1.14(1.06%)yesterday to ₹109.1657.

Among its top 3 holdings the fund has exposure to ICICI 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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