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 6.21 26.48 -16.00 -3.43 3.26 8.35
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 5.88 31.33 -8.96 3.49 6.09 8.29

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 -16.00 -3.43 3.26 1.82 1,934.58
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 -5.18 7.08 8.23 0.93 19,126.58
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 -2.45 4.03 7.80 0.94 9,176.96
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -24.40 -9.36 -1.14 1.30 7,573.02
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -9.11 -0.31 2.93 1.33 6,158.95
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -18.20 -3.24 2.61 1.36 5,743.92

Fund Holdings as on 31-May-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Housing Development Finance Corporation Ltd

  • Hindustan UniLever Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Larsen & Toubro Ltd

  • Infosys Ltd

  • SBI Life Insurance Company Ltd

  • Varun Beverages Ltd

  • Axis Bank Ltd

  • Reverse Repo

  • The Ramco Cements Ltd

  • Siemens Ltd

  • HCL Technologies Ltd

  • Navin Fluorine International Ltd

  • Jubilant Foodworks Ltd

  • Ultratech Cement Ltd

  • Lupin Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • ITC Ltd

  • Honeywell Automation India Ltd

  • Bajaj Finance Ltd

  • Grindwell Norton Ltd

  • Mahindra & Mahindra Ltd

  • Kansai Nerolac Paints Ltd

  • Bharat Petroleum Corporation Ltd

  • Emami Ltd

  • Apollo Hospitals Enterprise Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Hero MotoCorp Ltd

  • Quess Corp Ltd

  • PVR Ltd

  • Dr. Reddy's Laboratories Ltd

  • TATA Consumer Products Ltd

  • Schaeffler India Ltd

  • Asian Paints Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • The Federal Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Cipla Ltd

  • Westlife Development Ltd

  • Container Corporation of India Ltd

  • IIFL Wealth Management Ltd

  • Maruti Suzuki India Ltd

  • Healthcare Global Enterprises Ltd

  • Century Plyboards (India) Ltd

  • Lemon Tree Hotels Ltd

  • Indian Oil Corporation Ltd

  • Rane Holdings Ltd

  • Carborundum Universal Ltd

  • Karur Vysya Bank Ltd

  • Capacite Infraprojects Ltd

  • Arvind Fashions Ltd

  • CL Educate Ltd

  • Reliance Industries Ltd – Rights Entitlement

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Refineries

  • Insurance

  • Household & Personal Products

  • IT - Software

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Finance - Housing

  • Engineering - Construction

  • Miscellaneous

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Paints

  • Chemicals

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Consumer Durables - Electronics

  • Finance - NBFC

  • Finance - Others

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Film Production, Distribution & Entertainment

  • Tea/Coffee

  • Bearings

  • Logistics

  • Wood & Wood Products

  • Hotel, Resort & Restaurants

  • Finance - Investment

  • Construction - Real Estate

  • Retailing

  • Educational Institutions

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹1,934.58 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 ₹0.53(0.6%)yesterday to ₹88.8897.

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