Sundaram Diversified Equity (IDCW)

  • 5 years return (%) 9.74%
  • AUM (₹) ₹2334.92 Cr
  • NAV (₹) 13.3554
  • Rating 4

Performance

1Y 3Y 5Y Max
Fund Return 45.31% 8.54% 9.74% 1878.71%
Category Average 49.52% 14.76% 15.03% 8.56%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
45.31%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Diversified Equity (IDCW) 2.03 2334.9184 +9%
IDFC Tax Advantage (ELSS) Fund (G) 1.9 3295.1699 +17%
Tata India Tax Savings Fund (G) 1.98 2708.4494 +14%
Canara Robeco Equity Tax Saver Fund (IDCW) 2.11 2343.2286 +18%
UTI-Master Equity Plan Unit Scheme 2.23 2249.0239 +12%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • HDFC Bank

    Automobile Sector
    Equity Instrument
    7.4% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    7.3% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    7.0% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    6.8% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    4.7% % Assets

AMC Details

Sundaram Mutual Fund

  • 32151.2573 Cr

    AUM

Contact Details

Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014

044-2858 3362/3367 | 044-2858 3156
dhirent@sundarammutual.com