Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
Equity
Direct
Elss (Tax Savings)
NAV: ₹ 18.81 as on 24-04-2024
Fund Performance
About the Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sudhir Kedia, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has ₹1595 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
- The fund has an expense ratio 1.6.
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Overview
 | 1.61% |
 Benchmark | S&P BSE 200 India TR INR |
 | ₹1595 Cr |
 | 1 January, 2013 |
 | --/-- |
 | 0% |
 | 3 Years |
 TurnOver | 18.26% |
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Distribution as on (31-Mar-24)
Size breakup
Large cap
81.3%
Mid cap
11.1%
Small cap
6.5%
Sector Allocation
Financial Services
35.6%
Tech
11.2%
Consumer Defensive
10.2%
Industrial
10%
Consumer Cyclical
8.5%
Energy
8.4%
Health
6.4%
Basic Materials
6.3%
Communication
2.8%
Real Estate
0.5%
Top Holdings of Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option as on (31-Mar-24)
Equity Holdings65
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option: Monthly Changes Updates
All changes are between Jan'24 and Mar'24
Fund Performance
- This fund’s returns stands at 1.34% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.47% as on Mar'24
- This fund outperformed Nifty 500 by 1.80% in Mar'24
AUM Change
- AUM of the fund stands at 1.6K Cr as of Mar'24
- AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes
Gainers & Losers in Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option portfolio Returns for the month of Mar
Top Growth Drivers | 1M Return |
|---|---|
 ABB India Ltd | 20.7% |
 Avenue Supermarts Ltd | 20.1% |
 Interglobe Aviation Ltd | 18.7% |
Top Losers | 1M Return |
|---|---|
 Infosys Ltd | -7.9% |
 Tata Consultancy Services Ltd | -3.6% |
 Axis Bank Ltd | -0.6% |
Peer Analysis
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund Manager
Sudhir Kedia
Fund Manager of Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option, since 1 January 2022
Top funds managed
Rohit Seksaria
Fund Manager of Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option, since 24 February 2021
Top funds managed
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 13.4% since inception which is less than its category average return of 15.65%
Fund Allocations
This fund has an allocation of 99.57% in Equity, 0% in Debt and 0.43% in Cash related instruments
AUM size ₹1595 Cr
This fund has AUM of ₹1595 Cr which is less than its category average of ₹ 3525 Cr
Expense Ratio 1.61%
This fund has an expense ratio of 1.61% which is more than its category average expense ratio of 1.48%
Frequently Asked Questions
The current NAV of Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is ₹18.81 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | Absolute Returns | CAGR Returns |
1 Month Returns | 1.65% | 1.65% |
6 Month Returns | 15.74% | 15.74% |
1 Year Returns | 30.32% | 30.32% |
3 Years Returns | 67.15% | 18.68% |
5 Years Returns | 96.71% | 14.49% |
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1.61% as on March 2024
₹1595 Cr as on March 2024
Reliance Industries Ltd(8.57%), HDFC Bank Ltd(8.43%), ICICI Bank Ltd(7%), Infosys Ltd(4.09%), Sun Pharmaceuticals Industries Ltd(3.94%) as on March 2024
Financial Services(35.48%), Tech(11.16%), Consumer Defensive(10.16%) as on March 2024
The alpha ratio for the Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | -4.36 | -0.4 | -2.47 |
As on March 2024
The alpha for Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is calculated against S&P BSE 200 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 0.92 | 0.89 | 1 |
As on March 2024
The Beta for Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is calculated with S&P BSE 200 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 2.09 | 0.93 | 0.53 |
As on March 2024
The sharpe ratio for Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is calculated with S&P BSE 200 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 10.21 | 12.36 | 19.39 |
As on March 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 1.86 as on March 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Sudhir Kedia, Rohit Seksaria are the fund managers of Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
The Exit load of Sundaram Diversified Equity Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is 0%