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Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.50

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,625 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

  • ₹ 151.968

    as on 31 Jan 2023
  • 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 ₹ 151.968 as on 31 Jan 2023.

This fund has 10 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 0.39% 0.42% 7.34% 17.83% 32.94% 34.92% 19.70% 20.31% 11.59% 13.89% 30.68% 27.00% 22.22%
Category Average -2.64% -3.16% 2.43% 0.30% 15.71% 14.63% 9.01% 13.80% 2.76% 5.70% 15.32% 13.23% 13.03%
Sundaram Diversified Equity Fund -1.48%₹ 9,851 -2.89%₹ 9,711 3.18%₹ 10,318 2.77%₹ 10,276 4.92%₹ 12,319 16.93%₹ 13,685 7.94%₹ 26,018 13.50%₹ 14,625 16.73%₹ 46,125 7.17%₹ 14,139 12.70%₹ 82,567 12.09%₹ 31,331 11.78%₹ 2,21,577
DSP Tax Saver Fund -1.71%₹ 9,829 -1.21%₹ 9,878 3.41%₹ 10,341 0.89%₹ 10,088 5.11%₹ 12,331 17.84%₹ 13,898 7.34%₹ 25,863 16.63%₹ 15,872 17.74%₹ 46,788 11.21%₹ 17,015 15.73%₹ 88,982 15.78%₹ 43,333 15.10%₹ 2,64,672
Mirae Asset Tax Saver Fund -2.01%₹ 9,798 -1.33%₹ 9,866 1.73%₹ 10,172 -1.15%₹ 9,884 1.90%₹ 12,124 15.49%₹ 13,347 4.90%₹ 25,239 17.17%₹ 16,092 16.26%₹ 45,817 12.19%₹ 17,781 15.72%₹ 88,959 - -
Quant Tax Plan -5.75%₹ 9,425 -6.09%₹ 9,391 4.24%₹ 10,424 4.82%₹ 10,482 3.02%₹ 12,196 29.55%₹ 16,807 12.47%₹ 27,196 34.92%₹ 24,582 30.68%₹ 55,893 19.70%₹ 24,585 27.00%₹ 1,16,927 20.31%₹ 63,614 22.22%₹ 3,88,807
BOI AXA Tax Advantage Fund -3.59%₹ 9,641 -3.45%₹ 9,654 4.35%₹ 10,434 -0.28%₹ 9,971 3.17%₹ 12,206 17.66%₹ 13,855 5.47%₹ 25,384 19.48%₹ 17,063 16.88%₹ 46,220 11.46%₹ 17,207 16.96%₹ 91,698 15.60%₹ 42,655 15.37%₹ 2,68,580
Canara Robeco Equity Tax Saver Fund -3.30%₹ 9,670 -4.33%₹ 9,566 0.48%₹ 10,047 -2.26%₹ 9,773 0.03%₹ 12,002 14.42%₹ 13,102 4.04%₹ 25,020 17.65%₹ 16,290 15.01%₹ 45,003 13.23%₹ 18,622 15.46%₹ 88,374 14.29%₹ 38,043 14.50%₹ 2,56,319

Portfolio Holdings

Portfolio holdings pattern of Sundaram Diversified Equity Fund as on 02 Feb 2023 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%