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Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.37

as on 26 Nov 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,362 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

  • ₹ 143.961

    as on 26 Nov 2021
  • Regular - Growth

  • 21 / 37

  • ₹ 500

  • ₹ 2,335 Cr.

    as on 26 Nov 2021
  • 2.02%

    since 31 May 2021
  • 02 Jan 2013

  • Equity - ELSS

  • S&P BSE 200 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 ₹ 143.961 as on 26 Nov 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.02%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 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 -0.70% 11.08% 19.10% 79.13% 51.39% 34.71% 25.30% 20.42% 61.14% 71.37% 51.90% 33.08% 24.57%
Category Average -4.82% 4.33% 13.67% 39.46% 23.07% 18.47% 16.03% 16.69% 30.31% 36.73% 26.83% 18.18% 16.33%
Sundaram Diversified Equity Fund -5.16%₹ 9,484 2.80%₹ 10,279 13.92%₹ 11,392 37.65%₹ 13,765 28.58%₹ 13,787 18.57%₹ 14,064 34.18%₹ 33,079 15.37%₹ 15,362 23.58%₹ 50,754 13.03%₹ 18,460 14.68%₹ 86,675 14.37%₹ 38,360 13.76%₹ 2,46,277
Mirae Asset Tax Saver Fund -4.98%₹ 9,501 4.24%₹ 10,424 13.26%₹ 11,326 41.38%₹ 14,138 31.39%₹ 13,956 27.44%₹ 16,250 41.35%₹ 35,119 23.30%₹ 18,757 31.40%₹ 56,421 21.52%₹ 26,527 22.77%₹ 1,05,595 - -
DSP Tax Saver Fund -6.21%₹ 9,379 1.61%₹ 10,160 11.02%₹ 11,101 42.91%₹ 14,290 29.61%₹ 13,850 24.12%₹ 15,414 38.51%₹ 34,306 21.51%₹ 17,949 28.78%₹ 54,479 16.76%₹ 21,721 19.75%₹ 98,141 18.87%₹ 56,427 18.10%₹ 3,10,923
Canara Robeco Equity Tax Saver Fund -5.11%₹ 9,489 3.34%₹ 10,334 13.93%₹ 11,393 42.58%₹ 14,257 31.20%₹ 13,945 29.82%₹ 16,864 39.76%₹ 34,664 23.85%₹ 19,008 31.04%₹ 56,149 20.08%₹ 24,994 22.65%₹ 1,05,284 17.19%₹ 48,945 17.81%₹ 3,06,186
Axis Long Term Equity Fund -3.89%₹ 9,610 2.72%₹ 10,272 14.78%₹ 11,477 33.57%₹ 13,357 28.36%₹ 13,774 23.19%₹ 15,185 34.86%₹ 33,272 21.17%₹ 17,799 27.20%₹ 53,326 18.93%₹ 23,812 20.28%₹ 99,425 20.42%₹ 64,251 19.26%₹ 3,31,144
UTI Long Term Equity Fund (Tax Saving) -3.28%₹ 9,672 5.13%₹ 10,513 17.35%₹ 11,735 41.46%₹ 14,145 34.14%₹ 14,121 26.79%₹ 16,085 40.23%₹ 34,799 21.43%₹ 17,913 30.03%₹ 55,398 16.74%₹ 21,697 19.94%₹ 98,603 15.49%₹ 42,276 15.93%₹ 2,76,643

Portfolio Holdings

Portfolio holdings pattern of Sundaram Diversified Equity Fund as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    99.64%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.37%

Top Sector Holdings of Sundaram Diversified Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.93% ₹ 521.18 Cr.
Computers - Software 13.39% ₹ 291.59 Cr.
Refineries/Marketing 9.72% ₹ 211.60 Cr.
Consumer food 5.01% ₹ 108.97 Cr.
Housing Finance 4.29% ₹ 93.45 Cr.
Others 43.66% -

Top Stock Holdings of Sundaram Diversified Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.10% ₹ 176.45 Cr.
Reliance Industries Ltd. 8.00% ₹ 174.11 Cr.
Infosys Ltd. 7.28% ₹ 158.44 Cr.
HDFC Bank Ltd. 6.40% ₹ 139.29 Cr.
Housing Development Finance Corporation Ltd. 4.29% ₹ 93.45 Cr.
Others 65.93% -

Other Holdings

Holding TypeHolding Percentage
Warrants 0.17%
TREPS 0.16%
Reverse Repo 0.06%
Net Receivables -0.02%