MyWealthGrowth.com logo
HomeMutual Funds

Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.72

as on 02 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,212 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 136.210

    as on 02 Aug 2021
  • Regular - Growth

  • 24 / 37

  • ₹ 500

  • ₹ 2,335 Cr.

    as on 02 Aug 2021
  • 2.02%

    since 31 May 2021
  • 02 Jan 2013

  • Tax Saver - ELSS

  • S&P BSE 200 TRI

  • sundaram mutual fund

    Show All Funds

Highlights of this fund

Sundaram Diversified Equity Fund is an Open-ended Tax Saver 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 Tax Saver funds offered by sundaram mutual fund.

Latest NAV of the fund is ₹ 136.210 as on 02 Aug 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 7.60% 23.46% 46.46% 105.10% 55.32% 31.46% 24.01% 18.28% 108.01% 81.43% 53.71% 33.36% 24.34%
Category Average 3.41% 13.72% 17.35% 55.63% 25.73% 13.81% 14.06% 14.46% 52.59% 38.73% 26.01% 17.56% 16.06%
Sundaram Diversified Equity Fund 3.21%₹ 10,321 12.88%₹ 11,287 15.06%₹ 11,505 52.03%₹ 15,203 48.44%₹ 14,943 20.83%₹ 14,608 34.19%₹ 33,060 9.72%₹ 13,212 21.84%₹ 49,528 10.82%₹ 16,718 13.60%₹ 84,373 12.42%₹ 32,287 13.35%₹ 2,40,837
Mirae Asset Tax Saver Fund 2.65%₹ 10,264 13.24%₹ 11,323 18.03%₹ 11,802 62.65%₹ 16,264 55.52%₹ 15,347 30.60%₹ 17,069 44.22%₹ 35,915 19.83%₹ 17,215 31.30%₹ 56,301 20.33%₹ 25,237 22.69%₹ 1,05,346 - -
Canara Robeco Equity Tax Saver Fund 3.30%₹ 10,330 13.97%₹ 11,396 15.97%₹ 11,597 58.09%₹ 15,809 54.19%₹ 15,272 32.22%₹ 17,494 43.68%₹ 35,759 19.51%₹ 17,079 31.17%₹ 56,211 17.83%₹ 22,718 22.38%₹ 1,04,571 15.21%₹ 41,237 17.53%₹ 3,01,541
Axis Long Term Equity Fund 2.11%₹ 10,211 11.88%₹ 11,187 14.98%₹ 11,497 52.98%₹ 15,298 46.04%₹ 14,804 25.23%₹ 15,691 34.52%₹ 33,153 15.28%₹ 15,327 25.49%₹ 52,072 15.53%₹ 20,593 19.18%₹ 96,763 18.28%₹ 53,677 18.91%₹ 3,24,821
Quant Tax Plan 7.60%₹ 10,760 23.46%₹ 12,346 46.46%₹ 14,646 105.10%₹ 20,509 108.01%₹ 18,204 55.32%₹ 24,154 81.43%₹ 47,282 31.46%₹ 22,733 53.71%₹ 74,759 24.01%₹ 29,349 33.36%₹ 1,35,765 16.70%₹ 46,898 24.34%₹ 4,35,693
Invesco India Tax Plan 3.24%₹ 10,323 14.10%₹ 11,410 17.39%₹ 11,739 52.27%₹ 15,227 51.16%₹ 15,099 27.31%₹ 16,218 38.34%₹ 34,231 14.43%₹ 14,989 26.56%₹ 52,836 15.18%₹ 20,279 18.84%₹ 95,961 15.74%₹ 43,170 17.41%₹ 2,99,574

Portfolio Holdings

Portfolio holdings pattern of Sundaram Diversified Equity Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    99.54%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.51%

Top Sector Holdings of Sundaram Diversified Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 23.43% ₹ 546.77 Cr.
Computers - software 13.46% ₹ 314.17 Cr.
Refineries/marketing 8.63% ₹ 201.61 Cr.
Consumer food 4.82% ₹ 112.59 Cr.
Housing finance 4.72% ₹ 110.15 Cr.
Others 44.94% -

Top Stock Holdings of Sundaram Diversified Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 7.38% ₹ 172.26 Cr.
Infosys Ltd. 7.26% ₹ 169.46 Cr.
Reliance Industries Ltd. 6.96% ₹ 162.52 Cr.
ICICI Bank Ltd. 6.76% ₹ 157.73 Cr.
Housing Development Finance Corporation Ltd. 4.72% ₹ 110.15 Cr.
Others 66.92% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 0.54%
TREPS 0.38%
Net Receivables -0.41%