Sundaram Diversified Equity - Direct Plan - Growth Option
Sundaram Diversified Equity - Direct Plan - Growth Option

Sundaram Diversified Equity - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Elss (Tax Savings)

NAV: ₹ 155.84 as on 25-10-2021

Fund Overview

Expense ratio
Expense ratio
1.78%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹2237 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹500/₹250
Exit Load
Exit Load
0%
Lock In
Lock In
3 Years
TurnOver
TurnOver
50.93%

Fund Distribution

  • Equity 99.7%
  • Debt & Cash 0.3%
Size breakup
Large cap
78.85%
Mid cap
20.89%
Micro cap
0.26%
Sector Allocation
Financial Services
31.8%
Tech
15.2%
Industrial
11.5%
Cyclical
9.2%
Energy
9.1%
Basic Materials
9%
Defensive
7.5%
Health
4.3%
Communication
2.4%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings53
Equity Holdings51
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

S. Bharath,Rohit Seksaria
About the fund

About the fund

This fund has delivered an average annual returns of 14.2% since inception which is less than its category average return of 15.79%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.7% in Equity, 0% in Debt and 0.3% in Cash related instruments
AUM size ₹2237 Cr

AUM size ₹2237 Cr

This fund has AUM of ₹2237 Cr which is less than its category average of ₹ 2888 Cr
Expense Ratio 1.78%

Expense Ratio 1.78%

This fund has an expense ratio of 1.78% which is more than its category average expense ratio of 1.57%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor