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Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.27

as on 18 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,783 today.

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NAV Performance

Sundaram Diversified Equity Fund performance graph for last 3 years
Performance of Sundaram Diversified Equity Fund for last 3 Years

Fund Information

  • ₹ 136.998

    as on 18 May 2022
  • Regular - Growth

  • 24 / 37

  • ₹ 500

  • ₹ 2,077 Cr.

    as on 31 Dec 2021
  • 2.2%

  • 02 Jan 2013

  • Equity - ELSS

  • Nifty 500 TRI

  • Sundaram Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

Sundaram Diversified Equity Fund is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 136.998 as on 18 May 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.2%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 250. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

To achieve capital appreciation by investing in a well diversified basket of equities and equity related instruments.

List of Fund Managers of Sundaram Diversified Equity Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -3.91% -1.49% -3.95% 17.83% 65.39% 34.27% 21.14% 20.24% 3.30% 38.45% 40.66% 28.46% 22.80%
Category Average -6.81% -6.32% -10.32% 7.95% 36.16% 14.42% 10.42% 15.29% -8.82% 15.06% 16.59% 12.66% 13.50%
Sundaram Diversified Equity Fund -6.24%₹ 9,376 -5.15%₹ 9,485 -8.65%₹ 9,135 10.35%₹ 11,035 -6.08%₹ 11,604 37.56%₹ 18,921 16.29%₹ 28,177 11.27%₹ 13,783 15.75%₹ 45,451 7.51%₹ 14,365 10.62%₹ 78,365 13.49%₹ 35,473 11.54%₹ 2,18,594
DSP Tax Saver Fund -7.12%₹ 9,288 -5.55%₹ 9,445 -8.63%₹ 9,137 8.05%₹ 10,804 -7.67%₹ 11,499 39.31%₹ 19,406 18.07%₹ 28,645 17.23%₹ 16,125 19.20%₹ 47,719 12.08%₹ 17,690 15.10%₹ 87,538 17.46%₹ 50,027 15.56%₹ 2,71,089
Mirae Asset Tax Saver Fund -6.36%₹ 9,364 -5.98%₹ 9,401 -10.08%₹ 8,991 8.09%₹ 10,808 -8.18%₹ 11,466 42.50%₹ 20,305 17.69%₹ 28,545 18.86%₹ 16,808 20.18%₹ 48,378 15.01%₹ 20,130 16.66%₹ 90,960 - -
Quant Tax Plan -8.45%₹ 9,154 -1.49%₹ 9,851 -3.99%₹ 9,601 16.97%₹ 11,696 3.30%₹ 12,212 65.39%₹ 27,353 38.45%₹ 34,238 34.27%₹ 24,245 40.66%₹ 63,553 21.15%₹ 26,106 28.46%₹ 1,20,916 20.24%₹ 63,234 22.80%₹ 4,00,536
BOI AXA Tax Advantage Fund -8.09%₹ 9,190 -6.80%₹ 9,319 -13.73%₹ 8,627 6.87%₹ 10,687 -14.04%₹ 11,073 37.88%₹ 19,012 15.17%₹ 27,881 21.86%₹ 18,117 20.47%₹ 48,573 14.72%₹ 19,879 16.34%₹ 90,234 16.50%₹ 46,072 15.51%₹ 2,70,352
Canara Robeco Equity Tax Saver Fund -6.15%₹ 9,385 -8.03%₹ 9,196 -11.98%₹ 8,801 6.65%₹ 10,665 -10.91%₹ 11,284 36.08%₹ 18,518 14.72%₹ 27,764 18.20%₹ 16,528 18.59%₹ 47,312 14.17%₹ 19,406 16.13%₹ 89,782 15.69%₹ 42,970 14.91%₹ 2,61,693

Portfolio Holdings

Portfolio holdings pattern of Sundaram Diversified Equity Fund as on 20 May 2022 are listed below:

  • Equity Holdings:

    99.63%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.39%

Top Sector Holdings of Sundaram Diversified Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.65% ₹ 468.64 Cr.
Computers - Software 15.06% ₹ 311.66 Cr.
Refineries/Marketing 9.45% ₹ 195.62 Cr.
Consumer food 5.04% ₹ 104.36 Cr.
Abrasives 4.35% ₹ 90.10 Cr.
Others 43.45% -

Top Stock Holdings of Sundaram Diversified Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.66% ₹ 179.34 Cr.
ICICI Bank Ltd. 7.87% ₹ 162.83 Cr.
Reliance Industries Ltd. 7.78% ₹ 161.03 Cr.
HDFC Bank Ltd. 5.79% ₹ 119.83 Cr.
Grindwell Norton Ltd. 4.35% ₹ 90.10 Cr.
Others 65.55% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.59%
Reverse Repo 0.32%
Net Receivables -0.52%