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Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

28.65

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,291 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

  • ₹ 158.615

    as on 26 May 2023
  • Regular - Growth

  • 16 / 37

  • ₹ 500

  • ₹ 1,583 Cr.

    as on 31 Mar 2023
  • 2.17%

  • 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 ₹ 158.615 as on 26 May 2023.

This fund has 10 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.17%. 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 7.04% 9.32% 4.57% 23.18% 32.94% 43.16% 21.89% 22.01% 22.34% 13.70% 22.99% 26.14% 21.69%
Category Average 4.54% 6.01% 0.94% 16.31% 11.01% 27.42% 11.20% 14.80% 14.97% 8.51% 15.07% 14.64% 13.35%
Sundaram Diversified Equity Fund 4.52%₹ 10,451 5.84%₹ 10,583 0.61%₹ 10,061 16.40%₹ 11,639 13.79%₹ 12,871 12.04%₹ 12,551 9.23%₹ 26,335 28.65%₹ 21,291 15.79%₹ 45,467 9.04%₹ 15,421 13.87%₹ 84,910 13.05%₹ 34,139 11.97%₹ 2,23,638
Quant Tax Plan 3.76%₹ 10,375 7.20%₹ 10,719 -5.28%₹ 9,471 13.51%₹ 11,351 8.63%₹ 12,549 13.36%₹ 12,849 8.44%₹ 26,132 43.16%₹ 29,340 22.99%₹ 50,286 21.90%₹ 26,940 26.14%₹ 1,14,375 22.01%₹ 73,244 21.69%₹ 3,77,291
Kotak Tax Saver Fund 3.76%₹ 10,376 6.29%₹ 10,629 2.01%₹ 10,201 18.93%₹ 11,893 16.71%₹ 13,052 12.70%₹ 12,701 10.98%₹ 26,787 29.46%₹ 21,695 17.24%₹ 46,411 14.15%₹ 19,392 16.68%₹ 90,979 15.34%₹ 41,724 14.84%₹ 2,60,726
Mirae Asset Tax Saver Fund 4.22%₹ 10,421 5.93%₹ 10,593 0.79%₹ 10,079 13.14%₹ 11,314 13.61%₹ 12,860 9.27%₹ 11,940 7.25%₹ 25,828 30.87%₹ 22,413 14.98%₹ 44,942 14.78%₹ 19,934 16.46%₹ 90,498 - -
IDFC Tax Advantage (elss) Fund 5.74%₹ 10,574 7.56%₹ 10,756 3.20%₹ 10,320 19.04%₹ 11,903 18.94%₹ 13,188 13.51%₹ 12,884 11.82%₹ 27,006 37.68%₹ 26,095 21.33%₹ 49,146 12.80%₹ 18,277 19.46%₹ 97,367 17.19%₹ 48,936 16.03%₹ 2,77,959
BOI AXA Tax Advantage Fund 2.85%₹ 10,284 7.53%₹ 10,752 1.19%₹ 10,118 19.54%₹ 11,954 16.36%₹ 13,030 10.80%₹ 12,277 8.23%₹ 26,078 30.02%₹ 21,978 16.14%₹ 45,690 13.02%₹ 18,449 18.28%₹ 94,615 16.34%₹ 45,514 15.67%₹ 2,72,672

Portfolio Holdings

Portfolio holdings pattern of Sundaram Diversified Equity Fund as on 28 May 2023 are listed below:

  • Equity Holdings:

    97.46%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.54%

Top Sector Holdings of Sundaram Diversified Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.32% ₹ 400.85 Cr.
Computers - Software 10.07% ₹ 159.38 Cr.
Refineries/Marketing 6.58% ₹ 104.20 Cr.
Housing Finance 4.98% ₹ 78.82 Cr.
Passenger/Utility vehicles 4.22% ₹ 66.75 Cr.
Others 48.83% -

Top Stock Holdings of Sundaram Diversified Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.47% ₹ 118.25 Cr.
Reliance Industries Ltd. 6.58% ₹ 104.20 Cr.
HDFC Bank Ltd. 6.21% ₹ 98.34 Cr.
Infosys Ltd. 5.14% ₹ 81.39 Cr.
Housing Development Finance Corporation Ltd. 4.51% ₹ 71.41 Cr.
Others 70.09% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.62%
Reverse Repo 0.27%
Net Receivables -0.35%