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Sundaram Mutual Fund

Sundaram Diversified Equity Fund Direct-Dividend

NAV
returns change indicator
12.8820
as on 13 Nov 2019, 08:50 PM
-0.1163(0.89%)
Last Change
loaderloader
lockThis fund has a lock-in period of 3 years.

Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
250
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
125,147
star
127,096
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
27,096
Profit (absolute return)
27.10%
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
9.85%
In the last 6 months
4.36%
In the last 1 year
8.39%
In the last 3 years
27.10%
In the last 5 years
49.76%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Sundaram Diversified Equity Fund Direct-Dividend
Sundaram Diversified Equity Fund Direct-Dividend
as of 13 Nov 2019, 08:50 PM
2,631.76 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.75%
Expense Ratio
Plan
Dividend
6.90%
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 Oct 2019
Sort By
Financial
35.03%
921.93 Cr
Construction
9.60%
252.52 Cr
FMCG
8.56%
225.15 Cr
Technology
7.16%
188.33 Cr
Cash Holding
6.90%
181.66 Cr
Energy
6.45%
169.76 Cr
Engineering
6.43%
169.24 Cr
Services
5.06%
133.14 Cr
Cons Durable
3.26%
85.76 Cr
Automobile
3.22%
84.71 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
ICICI Bank Ltd.
7.48%
196.86 Cr
HDFC Bank Ltd.
7.05%
185.54 Cr
Reliance Industries Ltd.
5.06%
133.17 Cr
Larsen & Toubro Ltd.
4.55%
119.74 Cr
Others
4.29%
112.90 Cr
Bajaj Finance Ltd.
4.04%
106.32 Cr
Axis Bank Ltd.
3.51%
92.37 Cr
Infosys Ltd.
3.30%
86.85 Cr
Housing Development Finance Corpn. Ltd.
3.13%
82.37 Cr
ICICI Lombard General Insurance Comapny Ltd.
2.65%
69.74 Cr
View All
View All

About Sundaram Diversified Equity Fund Direct-Dividend

Sundaram Diversified Equity Fund Direct-Dividend 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 Krishnakumar and Rahul Ranjan. It has an AUM of ₹2,631.76 Crores and the latest NAV decalared is ₹12.882 as on 13 Nov 2019 at 8:50 pm.
Sundaram Diversified Equity Fund Direct-Dividend scheme return performance in last 1 year is 8.39%, in last 3 years is 27.10% and 113.93% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:2,631.76 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
32,060.33 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237