Sundaram Diversified Equity – Direct Growth

Equity · ELSS
 · ★★
100
Min SIP
500
Min Lumpsum
1.58 %
Expense Ratio
★★
Rating
1,637
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 25 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12% 24.2% 12.3% 13.1%
Category Average 18.3% 24.9% 14.4% -

Scheme Allocation

By Holding
By Sector
By Asset
9.3%
6.9%
5%
Others
67.94%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 9.3%
ICICI Bank Banks Equity 6.9%
Reliance Industr Refineries Equity 6.76%
Infosys IT - Software Equity 5%
St Bk of India Banks Equity 4.11%
Polycab India Cables Equity 3.63%
Axis Bank Banks Equity 2.87%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.64%
Sun Pharma.Inds. Pharmaceuticals Equity 2.63%
ICRA Credit Rating Agencies Equity 2.39%
TCS IT - Software Equity 2.38%
Hind. Unilever FMCG Equity 2.08%
Ashok Leyland Automobile Equity 1.94%
Bharti Airtel Telecomm-Service Equity 1.92%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 1.92%
Tata Motors Automobile Equity 1.86%
Jubilant Food. Quick Service Restaurant Equity 1.65%
Bajaj Finserv Finance Equity 1.6%
Cholaman.Inv.&Fn Finance Equity 1.58%
UltraTech Cem. Cement Equity 1.57%
Interglobe Aviat Air Transport Service Equity 1.55%
Maruti Suzuki Automobile Equity 1.47%
Max Financial Finance Equity 1.36%
Cipla Pharmaceuticals Equity 1.31%
Federal Bank Banks Equity 1.29%
Coforge IT - Software Equity 1.27%
Titan Company Diamond, Gems and Jewellery Equity 1.21%
Avenue Super. Retail Equity 1.18%
A B B Capital Goods - Electrical Equipment Equity 1.15%
Bank of Baroda Banks Equity 1.14%
LTIMindtree IT - Software Equity 1.14%
Alkem Lab Pharmaceuticals Equity 1.13%
Varun Beverages FMCG Equity 1.13%
United Breweries Alcoholic Beverages Equity 1.12%
Bata India Leather Equity 0.99%
Info Edg.(India) E-Commerce/App based Aggregator Equity 0.98%
Clean Science Chemicals Equity 0.87%
Schaeffler India Bearings Equity 0.86%
Tata Consumer Plantation & Plantation Products Equity 0.83%
Jindal Steel Steel Equity 0.81%
C.E. Info System IT - Software Equity 0.79%
IndusInd Bank Banks Equity 0.71%
Dalmia BharatLtd Cement Equity 0.7%
Zydus Wellness FMCG Equity 0.67%
Jio Financial Finance Equity 0.66%
Canara Bank Banks Equity 0.65%
ITC Tobacco Products Equity 0.64%
Tech Mahindra IT - Software Equity 0.64%
Britannia Inds. FMCG Equity 0.6%
United Spirits Alcoholic Beverages Equity 0.59%
Asian Paints Paints/Varnish Equity 0.58%
Navin Fluo.Intl. Chemicals Equity 0.56%
Sapphire Foods Quick Service Restaurant Equity 0.56%
Nestle India FMCG Equity 0.54%
Zee Entertainmen Entertainment Equity 0.48%
Can Fin Homes Finance Equity 0.46%
Oberoi Realty Realty Equity 0.46%
Kotak Mah. Bank Banks Equity 0.45%
Multi Comm. Exc. Miscellaneous Equity 0.44%
Tata Steel Steel Equity 0.23%
Blue Star Consumer Durables Equity 0.2%
Aurobindo Pharma Pharmaceuticals Equity 0.2%
BEML Land Assets Construction Equity 0.05%
Banks
28.47%
IT-Software
10.23%
Petroleum Products
6.96%
Industrial Products
5.22%
Pharmaceuticals & Biotech
5.06%
Others
44.06%
View all Sectors
Sectors Asset
Banks 28.47%
IT-Software 10.23%
Petroleum Products 6.96%
Industrial Products 5.22%
Pharmaceuticals & Biotech 5.06%
Finance 4.43%
Automobiles 4.27%
Diversified FMCG 2.73%
Construction 2.55%
Consumer Durables 2.52%
Agricultural, Commercial 2.51%
Capital Markets 2.44%
Beverages 2.19%
Retailing 2.17%
Leisure Services 2.02%
Telecom-Services 1.94%
Debt 1.82%
Transport Services 1.6%
Cement & Cement Products 1.53%
Auto Components 1.5%
Chemicals & Petrochemical 1.28%
Food Products 1.21%
Electrical Equipments 1.16%
Insurance 1.15%
Ferrous Metals 0.99%
Agricultural Food & other 0.83%
Healthcare Services 0.62%
Realty 0.45%
Cash & Others 0.14%
Equity
99.36%
Reverse Repos
0.91%
Net Curr Ass/Net Receivables
-0.27%
Others
0%

Advance Ratio

1.55
Alpha
3.98
SD
0.93
Beta
1.6
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To primarily achieve capital appreciation. Income generation would be the secondary consideration.

Fund Managers

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

How to invest in Sundaram Diversified Equity – Direct Growth ?

You can invest in Sundaram Diversified Equity – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Diversified Equity – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Diversified Equity – Direct Growth ?

The NAV of Sundaram Diversified Equity – Direct Growth is ₹181.7 as of 25 September 2023.

How to redeem Sundaram Diversified Equity – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Diversified Equity – Direct Growth?

The minimum SIP amount of Sundaram Diversified Equity – Direct Growth is ₹100

What are the top sectors Sundaram Diversified Equity – Direct Growth has invested in?

The top sectors Sundaram Diversified Equity – Direct Growth has invested in are
  1. Banks - 28.47%
  2. IT-Software - 10.23%
  3. Petroleum Products - 6.96%
  4. Industrial Products - 5.22%
  5. Pharmaceuticals & Biotech - 5.06%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Diversified Equity – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Diversified Equity – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Diversified Equity – Direct Growth generated ?

The Sundaram Diversified Equity – Direct Growth has delivered 13.1% since inception

What is the expense ratio of Sundaram Diversified Equity – Direct Growth ?

The expense ratio of Sundaram Diversified Equity – Direct Growth is 1.58 % as of 25 September 2023.

What is the AUM of Sundaram Diversified Equity – Direct Growth?

The AUM of Sundaram Diversified Equity – Direct Growth is ₹45,611 Cr as of 25 September 2023

What are the top stock holdings of Sundaram Diversified Equity – Direct Growth?

The top stock holdings of Sundaram Diversified Equity – Direct Growth are
  1. HDFC Bank - 9.3%
  2. ICICI Bank - 6.9%
  3. Reliance Industr - 6.76%
  4. Infosys - 5%
  5. St Bk of India - 4.11%

How can I redeem my investments in Sundaram Diversified Equity – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Diversified Equity – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now