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- Sundaram Diversified Equity Fund
Previously called: Sundaram Taxsaver-G
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NAV as of(Aug 31, 2021)
₹ 144.49 1.04 % 1-D Change
Returns since inception
- Direct - Growth
- Regular - Growth
Earn upto 0.36% extrareturns with Direct Plan
Not yet ranked
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
Minimum SIP amount is ₹
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Minimum Lumpsum amount is ₹
This fund is non-buyable
This fund is no longer available to invest
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About this Fund
Sundaram Diversified Equity Fund-Growth is a ELSS mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 16 yrs 3 m, having been launched on 02/05/2005. Sundaram Diversified Equity Fund-Growth has ₹2,269 Crores worth of assets under management (AUM) as on 30/06/2021 and is medium-sized fund of its category. The fund has an expense ratio of 2.13%, which is higher than what most other ELSS funds charge.
- Sundaram Diversified Equity Fund-Growth returns of last 1-year are 55.50%. Since launch, it has delivered 16.70% average annual returns. The fund has doubled the money invested in it every 2 yrs.
- Sundaram Diversified Equity Fund-Growth schemes ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is low.
- The fund has the majority of its money invested in Financial, Technology, FMCG, Energy, Construction sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The funds top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., Reliance Industries Ltd., HDFC Bank Ltd., Axis Bank Ltd..
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Total investment Invested
Current value of investment Current value
You would have earned ₹ 1,001 in Direct Plan of this scheme
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
- Top Stock Holdings
- Allocation by Market Cap
- Allocation by Sector
Top Stock Holdings
Reliance Industries Ltd. 6.5%
- Top Debt Holdings
- Allocation by Credit Quality
- Allocation by Instruments
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
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|Period||Trailing returns||Category average||Rank within category|
|1 month||6.08%||3.8%||3 / 25|
|3 months||13.04%||11.1%||5 / 25|
|6 months||18%||18.65%||15 / 25|
|1 year||54.15%||55.69%||15 / 25|
|3 years||10.74%||14.55%||21 / 24|
|5 years||11.51%||14.58%||21 / 23|
|10 years||13.87%||15.77%||18 / 19|
Investors understand that their principal will be at Very High risk
The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.
- Std. Dev : 23.99
- Alpha : -3.92
- Beta : 1.04
- Sharpe : 0.38
- Sortino : 0.39
Mr. Bharath is a B Com (H), MBA and ICWA.
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
- Email: email@example.com
- Phone: 1860-425-7237
- Address: Sundaram Towers, 2nd Floor,
46, Whites Road,
Allocation Break-up by Holdings
ICICI Bank Ltd.7.52%
Reliance Industries Ltd.6.5%
HDFC Bank Ltd.6.1%
Axis Bank Ltd.4.28%
State Bank of India3.24%
HCL Technologies Ltd.3.05%
Grindwell Norton Ltd.3.03%
Quess Corp Ltd.2.97%
Tata Consultancy Services Ltd.2.9%
Varun Beverages Ltd.2.85%
Navin Fluorine International Ltd.2.76%
The Ramco Cements Ltd.2.65%
Larsen & Toubro Ltd.2.47%
SBI Life Insurance Company Ltd.2.42%
Jubilant FoodWorks Ltd.2.41%
Crompton Greaves Consumer Electricals Ltd.2.02%
Bharti Airtel Ltd.1.98%
FAG Bearings India Ltd.1.91%
Hindustan Unilever Ltd.1.88%
Bharat Petroleum Corpn. Ltd.1.55%
Jindal Steel & Power Ltd.1.52%
Divis Laboratories Ltd.1.51%
Ultratech Cement Ltd.1.34%
Mahindra & Mahindra Ltd.1.31%
Gland Pharma Ltd.1.26%
Bajaj Finserv Ltd.1.25%
Century Plyboards (India) Ltd.1.21%
Sona BLW Precision Forgings Ltd.1.2%
Hindalco Industries Ltd.1.12%
Tata Global Beverages Ltd.1.07%
Container Corpn. Of India Ltd.0.97%
Sun Pharmaceutical Inds. Ltd.0.96%
Kotak Mahindra Bank Ltd.0.66%
Dr. Reddys Laboratories Ltd.0.6%
Shriram Transport Finance Co. Ltd.0.58%
Rane Holdings Ltd.0.56%
Bank Of Baroda0.55%
Federal Bank Ltd.0.54%
Apollo Hospitals Enterprise Ltd.0.53%
Tech Mahindra Ltd.0.49%
ICICI Lombard General Insurance Comapny Limited0.46%
Kalyan Jewellers India Ltd.0.34%
Housing Development Finance Corpn. Ltd.0.13%
Allocation Break-up by Sectors
Allocation Break-up by Holdings
Allocation Break-up by Credit Quality
Allocation Break-up by Instruments
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Frequently asked questions
The Sundaram Diversified Equity Fund is a 16 yrs 3 m old fund and has delivered average annual returns of 15.763776919971551% since inception.
Sundaram Diversified Equity Fund Returns
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Sundaram Diversified Equity Fund for Aug 31, 2021 is 144.49.
Sundaram Diversified Equity Fund-Growth is the regular plan of the fund. For this plan of you pay 2.13% as annual charges. On the other hand if you go for the direct plan available on ETMONEY, you pay 1.77%. Thats 0.36% less.
Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.
So, the lower annual cost of the direct plan means you will earn 0.36% if you opt for direct plan of Sundaram Diversified Equity Fund
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Sundaram Diversified Equity Fund is 2.13%. .
Redeeming your investments in Sundaram Diversified Equity Fund is super easy. If you have invested in this fund via ETMONEY, just login into the app, go to the investment section and put the redemption request.
If you have invested in Sundaram Diversified Equity Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolios equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesnt update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Sundaram Diversified Equity Fund is ₹ 2,269 Crs.
The Sundaram Diversified Equity Fund has invested the majority of its money in the stocks of the following companies -
|Company||Percentage of Portfolio|
|ICICI Bank Ltd.||7.52%|
|Reliance Industries Ltd.||6.5%|
|HDFC Bank Ltd.||6.1%|
|Axis Bank Ltd.||4.28%|
|State Bank of India||3.24%|
|HCL Technologies Ltd.||3.05%|
|Grindwell Norton Ltd.||3.03%|
|Quess Corp Ltd.||2.97%|
|Tata Consultancy Services Ltd.||2.9%|
The Sundaram Diversified Equity Fund has primarily invested in the following sectors
|Sector||Percentage of Portfolio|
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