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 5.25 9.75 59.55 8.66 11.95 12.82
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 - TRI 4.25 9.68 61.61 14.74 15.97 11.23

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 59.55 8.66 11.95 1.17 2,344.62
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 56.26 16.03 17.45 0.80 29,575.29
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 39.86 9.06 13.66 0.99 13,949.95
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated 65.56 6.32 9.06 1.12 11,667.38
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 61.55 13.40 13.14 1.23 9,900.60
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 59.09 13.77 14.64 1.22 8,846.36

Fund Holdings as on 31-May-2021

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • Tata Consultancy Services Ltd

  • HCL Technologies Ltd

  • State Bank of India

  • Grindwell Norton Ltd

  • Varun Beverages Ltd

  • Navin Fluorine International Ltd

  • Ultratech Cement Ltd

  • Larsen & Toubro Ltd

  • Quess Corp Ltd

  • The Ramco Cements Ltd

  • SBI Life Insurance Company Ltd

  • Bharti Airtel Ltd

  • Emami Ltd

  • Jubilant Foodworks Ltd

  • Bharat Petroleum Corporation Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Mahindra & Mahindra Ltd

  • Schaeffler India Ltd

  • Jindal Steel & Power Ltd

  • Divi's Laboratories Ltd

  • Hindustan UniLever Ltd

  • Century Plyboards (India) Ltd

  • Sun Pharmaceutical Industries Ltd

  • Healthcare Global Enterprises Ltd

  • Container Corporation of India Ltd

  • TATA Consumer Products Ltd

  • Bajaj Finserv Ltd

  • Apollo Hospitals Enterprise Ltd

  • UPL Ltd

  • Hindalco Industries Ltd

  • Dr. Reddy's Laboratories Ltd

  • ITC Ltd

  • GAIL (India) Ltd

  • Kotak Mahindra Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Cipla Ltd

  • The Federal Bank Ltd

  • Bank of Baroda

  • Siemens Ltd

  • TREPS

  • Rane Holdings Ltd

  • Tata Motors Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Cement & Construction Materials

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Miscellaneous

  • Household & Personal Products

  • Abrasives

  • Insurance

  • Chemicals

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Bearings

  • Steel/Sponge Iron/Pig Iron

  • Wood & Wood Products

  • Logistics

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Metal - Non Ferrous

  • Cigarettes/Tobacco

  • Industrial Gases & Fuels

  • Electric Equipment

  • Automobiles-Trucks/Lcv

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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 ₹2,344.62 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 down ₹-0.2(-0.15%)yesterday to ₹135.2005.

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