Sundaram Diversified Equity - Direct Plan - Growth Option
Equity
Direct
Very High Risk
Elss (Tax Savings)
NAV: ₹ 149 as on 29-11-2021
INDmoney RANK
31
/31
among Elss (Tax Savings) Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
26%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
34%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
12%
About the Fund
Sundaram Diversified Equity - Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key parameters
1) Sundaram Diversified Equity - Direct Plan - Growth Option has a NAV of 148.9596 as on 29-Nov-2021.
2) Sundaram Diversified Equity - Direct Plan - Growth Option has 2177 Cr worth of assets under management (AUM) as on 29-Nov-2021 and is less than category average.
3) The fund has an expense ratio 1.79 %.
Fund Overview
Expense ratio | 1.79% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹2177 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹500/₹250 | |
Exit Load | 0% | |
Lock In | 3 Years | |
TurnOver | 50.93% |
Fund Distribution
Size breakup
Large cap
78.6%
Mid cap
21.4%
Sector Allocation
| Financial Services | 32.7% |
| Tech | 14.3% |
| Industrial | 11.7% |
| Energy | 9.8% |
| Basic Materials | 9.3% |
| Cyclical | 9.2% |
| Defensive | 6.5% |
| Health | 4.1% |
| Communication | 2.4% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings4
Fund Highlights
About the fund
This fund has delivered an average annual returns of 13.5% since inception which is less than its category average return of 14.94%
Fund Allocations
This fund has an allocation of 99.8% in Equity, 0% in Debt and 0.2% in Cash related instruments
AUM size ₹2177 Cr
This fund has AUM of ₹2177 Cr which is less than its category average of ₹ 2725 Cr
Expense Ratio 1.79%
This fund has an expense ratio of 1.79% which is more than its category average expense ratio of 1.6%
Fund Managers
S. Bharath is B.Com (H); MBA; ICWA
17 Years experience
Rohit Seksaria is CS; CA; MBA, IIM Ahmedabad
11 Years experience
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,
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Frequently Asked Questions
What are the average returns of Sundaram Diversified Equity - Direct Plan - Growth Option Fund ?
What is the current NAV of Sundaram Diversified Equity - Direct Plan - Growth Option Fund?
How do I invest in Sundaram Diversified Equity - Direct Plan - Growth Option Fund?
What is the expense ratio of Sundaram Diversified Equity - Direct Plan - Growth Option fund?
What is the worth of total assets under management (AUM) of Sundaram Diversified Equity - Direct Plan - Growth Option fund ?
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