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Sundaram Mutual Fund

Sundaram Diversified Equity Fund Direct-IDCW Payout

NAV
returns change indicator
17.2979
as on 20 Sep 2021, 10:20 PM
-0.2434(1.39%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

2
starstarstarstarstar
rated by Morningstar
1
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
250
Suggested Date
1st of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,43,902
star
1,45,780
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
45,780
Profit (absolute return)
45.78%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
11.94%
In the last 6 months
21.59%
In the last 1 year
53.77%
In the last 3 years
45.78%
In the last 5 years
77.93%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Diversified Equity Fund Direct-IDCW Payout
Sundaram Diversified Equity Fund Direct-IDCW Payout
as of 31 Aug 2021, 05:30 AM
2,339.55 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.77%
Expense Ratio
Plan
Dividend
0.08%
Cash Holding
Benchmark
S&P BSE 200 Total Return Index
Scheme Document
Benchmark
S&P BSE 200 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Cash Holding
0.08%
1.90 Cr

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
ICICI Bank Ltd.
7.52%
175.93 Cr
Infosys Ltd.
7.42%
173.59 Cr
Reliance Industries Ltd.
6.50%
152.07 Cr
HDFC Bank Ltd.
6.10%
142.71 Cr
Axis Bank Ltd.
4.28%
100.13 Cr
Housing Development Finance Corpn. Ltd.
4.11%
96.16 Cr
State Bank of India
3.24%
75.80 Cr
HCL Technologies Ltd.
3.05%
71.36 Cr
Grindwell Norton Ltd.
3.03%
70.89 Cr
Quess Corp Ltd.
2.97%
69.48 Cr
View All
View All

About Sundaram Diversified Equity Fund Direct-IDCW Payout

Sundaram Diversified Equity Fund Direct-IDCW Payout is a Tax Saver mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund managers S Bharath and Rohit Seksaria. It has an AUM of ₹2,339.55 Crores and the latest NAV decalared is ₹17.298 as on 21 Sep 2021 at 8:31 am.
Sundaram Diversified Equity Fund Direct-IDCW Payout scheme return performance in last 1 year is 53.77%, in last 3 years is 45.78% and 210.32% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:2,339.55 Cr
Category:Equity: ELSS
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237