Sundaram Diversified Equity (D)

Sundaram Diversified Equity (D)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 22-Nov-1999
Scheme AUM(CR) ` 2569.1
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.09

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 4.36% 5.14%
3 Month 9.75% 8.11%
6 Month 3.81% 6.82%
1 Year 6.77% 11.10%
3 Year 7.22% 14.01%
5 Year 7.57% 9.02%
Since Inception 16.01% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others