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Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.66

as on 28 Nov 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,714 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

  • ₹ 176.100

    as on 28 Nov 2023
  • Regular - Growth

  • 16 / 37

  • ₹ 500

  • ₹ 1,583 Cr.

    as on 31 May 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 ₹ 176.100 as on 28 Nov 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 9.69% 12.22% 22.06% 25.45% 32.94% 33.06% 26.54% 24.25% 40.26% 26.78% 23.29% 30.46% 23.28%
Category Average 5.46% 5.18% 13.97% 15.46% 11.40% 19.36% 14.95% 15.98% 26.26% 17.71% 15.84% 17.74% 14.28%
Sundaram Diversified Equity Fund 4.85%₹ 10,485 2.89%₹ 10,288 11.02%₹ 11,102 11.41%₹ 11,140 19.85%₹ 13,255 10.57%₹ 12,232 14.79%₹ 27,798 18.66%₹ 16,714 14.34%₹ 44,564 13.26%₹ 18,646 16.11%₹ 89,764 14.31%₹ 38,118 12.47%₹ 2,29,862
Quant Tax Plan 9.52%₹ 10,951 10.46%₹ 11,046 22.06%₹ 12,205 15.07%₹ 11,506 35.77%₹ 14,218 15.05%₹ 13,246 22.66%₹ 29,900 33.06%₹ 23,577 23.29%₹ 50,540 26.54%₹ 32,467 30.46%₹ 1,26,863 24.25%₹ 87,821 23.28%₹ 4,11,406
Kotak Tax Saver Fund 3.70%₹ 10,369 3.07%₹ 10,306 11.90%₹ 11,190 13.84%₹ 11,384 21.45%₹ 13,354 11.58%₹ 12,456 16.74%₹ 28,313 20.10%₹ 17,333 15.99%₹ 45,626 16.72%₹ 21,673 18.42%₹ 95,002 17.20%₹ 48,951 15.27%₹ 2,66,982
Mirae Asset Tax Saver Fund 5.02%₹ 10,502 3.40%₹ 10,340 12.81%₹ 11,281 13.36%₹ 11,336 22.56%₹ 13,422 9.03%₹ 11,892 15.42%₹ 27,963 18.73%₹ 16,744 14.20%₹ 44,474 17.31%₹ 22,226 18.40%₹ 94,944 - -
IDFC Tax Advantage (elss) Fund 4.82%₹ 10,481 3.53%₹ 10,352 14.18%₹ 11,417 17.57%₹ 11,756 26.55%₹ 13,665 13.93%₹ 12,989 19.15%₹ 28,955 25.95%₹ 19,994 18.93%₹ 47,565 17.95%₹ 22,838 22.25%₹ 1,04,261 17.59%₹ 50,603 16.73%₹ 2,88,829
BOI AXA Tax Advantage Fund 8.69%₹ 10,869 9.05%₹ 10,904 19.87%₹ 11,986 20.70%₹ 12,070 35.54%₹ 14,205 12.34%₹ 12,627 22.62%₹ 29,889 22.16%₹ 18,241 19.26%₹ 47,786 21.28%₹ 26,255 22.79%₹ 1,05,623 17.66%₹ 50,881 17.42%₹ 2,99,675

Portfolio Holdings

Portfolio holdings pattern of Sundaram Diversified Equity Fund as on 30 Nov 2023 are listed below:

  • Equity Holdings:

    99.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.71%

Top Sector Holdings of Sundaram Diversified Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.89% ₹ 428.87 Cr.
Computers - Software 9.56% ₹ 158.37 Cr.
Refineries/Marketing 6.86% ₹ 113.62 Cr.
Housing Finance 4.93% ₹ 81.72 Cr.
Passenger/Utility vehicles 4.58% ₹ 75.80 Cr.
Others 48.18% -

Top Stock Holdings of Sundaram Diversified Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.72% ₹ 127.95 Cr.
Reliance Industries Ltd. 6.86% ₹ 113.62 Cr.
HDFC Bank Ltd. 5.65% ₹ 93.59 Cr.
Infosys Ltd. 4.53% ₹ 75.14 Cr.
Housing Development Finance Corporation Ltd. 4.33% ₹ 71.82 Cr.
Others 70.91% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.78%
Net Receivables -0.07%