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
1.78%
Benchmark
S&P BSE 200 India TR INR
AUM
₹2237 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
78.85%
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
Total Holdings53
Equity Holdings51
Debt Holdings2
Fund Highlights
Fund Manager
S. Bharath,Rohit Seksaria
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
This fund has an allocation of 99.7% in Equity, 0% in Debt and 0.3% in Cash related instruments
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%
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,
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