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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 12% | 24.2% | 12.3% | 13.1% | ||||
Category Average | 18.3% | 24.9% | 14.4% | - |
Scheme Allocation
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% |
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% |
Advance Ratio
Exit Load
Exit Load | Nil |
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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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Franklin India Taxshield – Direct Growth- Equity .
- ELSS .
-
- 5,246
-
19.9%Fund Size - 5,246
-
29.9%Fund Size - 5,246
-
14.5%Fund Size - 5,246
-
Nippon India Tax Saver (ELSS) Fund – Dir Growth- Equity .
- ELSS .
-
- 12,543
-
16.5%Fund Size - 12,543
-
28.9%Fund Size - 12,543
-
11.3%Fund Size - 12,543
-
Kotak Tax Saver Fund – Direct Growth- Equity .
- ELSS .
-
- 4,088
-
17.2%Fund Size - 4,088
-
27%Fund Size - 4,088
-
17.3%Fund Size - 4,088
-
Sundaram Tax Savings Fund – Direct Growth- Equity .
- ELSS .
-
- 1,084
-
13.3%Fund Size - 1,084
-
25.8%Fund Size - 1,084
-
13.7%Fund Size - 1,084
-
ICICI Pru Long Term Equity Fund – Direct Growth- Equity .
- ELSS .
-
- 11,227
-
14.6%Fund Size - 11,227
-
25.3%Fund Size - 11,227
-
13.6%Fund Size - 11,227
AMC Contact Details
Frequently Asked Questions
How to invest in Sundaram Diversified Equity – Direct Growth ?
- 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 ?
How to redeem Sundaram Diversified Equity – Direct Growth holding ?
What is the minimum sip amount of Sundaram Diversified Equity – Direct Growth?
What are the top sectors Sundaram Diversified Equity – Direct Growth has invested in?
- Banks - 28.47%
- IT-Software - 10.23%
- Petroleum Products - 6.96%
- Industrial Products - 5.22%
- Pharmaceuticals & Biotech - 5.06%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Diversified Equity – Direct Growth?
How much returns have Sundaram Diversified Equity – Direct Growth generated ?
What is the expense ratio of Sundaram Diversified Equity – Direct Growth ?
What is the AUM of Sundaram Diversified Equity – Direct Growth?
What are the top stock holdings of Sundaram Diversified Equity – Direct Growth?
- HDFC Bank - 9.3%
- ICICI Bank - 6.9%
- Reliance Industr - 6.76%
- Infosys - 5%
- St Bk of India - 4.11%
How can I redeem my investments in Sundaram Diversified Equity – Direct Growth?
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.