Sundaram Diversified Equity Fund Direct Growth

Sundaram Diversified Equity Fund Direct Growth

Equity

Sundaram Mutual Fund

Elss (Tax Savings)

Get the latest NAV of Sundaram Diversified Equity Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹228.71

▲0.1%1D

NAV as on 16 May 2025

13.39%/per year

Since Inception

Absolute Gain%

▲▼

Sundaram Diversified Equity Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
5.23%
6.85%
6.49%
3 Months
8%
10.85%
9.16%
6 Months
4.43%
4.13%
1.72%
1 Year
9.78%
9.28%
10.16%
3 Years
17.76%
19%
21.02%
5 Years
24.13%
24.97%
25.44%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Diversified Equity Fund
-
1,465Cr
1.68%
9.78%
17.76%
13.39%
SBI Long Term Equity Fund Direct Growth
3/23
28,506Cr
0.94%
11.35%
29.14%
16.76%
DSP ELSS Tax Saver Fund Direct Growth
4/23
16,638Cr
0.72%
17.2%
24.39%
18.23%
Mirae Asset ELSS Tax Saver Fund Direct Growth
7/23
24,774Cr
0.6%
12.43%
20.22%
19.46%
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: 5Y returns in the bottom 25% of the category
5Y returns in the bottom 25% of the category
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Sundaram Diversified Equity Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Diversified Equity Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 95.7%

Debt & Cash 4.3%

Large cap
71.9%
Mid cap
13.9%
Small cap
9.9%
Mid Cap allocation has gone up from 13.1% to 13.9%
Mid Cap allocation has gone up from 13.1% to 13.9%
Large Cap allocation has gone down from 72.3% to 71.9%
Large Cap allocation has gone down from 72.3% to 71.9%
Small Cap allocation has gone down from 10.1% to 9.9%
Small Cap allocation has gone down from 10.1% to 9.9%
Cash allocation has gone up from 3.9% to 4.3%
Cash allocation has gone up from 3.9% to 4.3%

Sundaram Diversified Equity Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 95.7%

Debt & Cash 4.3%

Financial Services
35.2%
Industrial
13%
Tech
9.1%
Consumer Cyclical
8.8%
Health
8.8%
Consumer Defensive
6.6%
Energy
5.9%
Basic Materials
5.3%
Communication
5.1%
Utilities
1.7%
Real Estate
0.4%

Top 3 Sectors in April were Financial Services, Industrial & Consumer Cyclical

Apr'25

Financial Services

36%

Consumer Cyclical

11%

Industrial

10%

Mar'25

Financial Services

36%

Industrial

12%

Consumer Cyclical

11%

Sundaram Diversified Equity Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
HDFC Bank Ltd
9.51%
0%
ICICI Bank Ltd
8.6%
0%
Reliance Industries Ltd
4.83%
0%
Axis Bank Ltd
3.39%
0%
Bharti Airtel Ltd
3.26%
-8.6%
See all
Top Stocks bought last month
ITC Ltd's allocation increased from 1.92% to 3.04%
ITC Ltd's allocation increased from 1.92% to 3.04%
Hindustan Unilever Ltd's allocation increased from 1.8% to 2.19%
Hindustan Unilever Ltd's allocation increased from 1.8% to 2.19%
Reliance Industries Ltd's allocation increased from 4.5% to 4.83%
Reliance Industries Ltd's allocation increased from 4.5% to 4.83%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 3.4 % to 3.26 %
Bharti Airtel Ltd's allocation decreased from 3.4 % to 3.26 %
State Bank of India's allocation decreased from 3.22 % to 3.2 %
State Bank of India's allocation decreased from 3.22 % to 3.2 %
Larsen & Toubro Ltd's allocation decreased from 3.83 % to 3.15 %
Larsen & Toubro Ltd's allocation decreased from 3.83 % to 3.15 %

Sundaram Diversified Equity Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.68%
Benchmark
Nifty 500 TR INR
AUM₹1465 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP--/--
Exit Load0%
Lock In3 Years
TurnOver
15.06%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund Direct Growth 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

  1. Sundaram Diversified Equity Fund Direct Growth has ₹1465 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 1.7.

Returns

Sundaram Diversified Equity Fund Direct Growth has given a CAGR return of 13.39% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.78%, 17.76% and 24.13% respectively.

Holdings

Sundaram Diversified Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Consumer Defensive, Basic Materials, Tech, Energy, Communication, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Axis Bank Ltd, Bharti Airtel Ltd

Taxation

As it is a elss (tax savings) mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram Diversified Equity Fund Direct Growth

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 250.00. There is a lock in period for Sundaram Diversified Equity Fund Direct Growth of 3 Years

Fund Manager

Sudhir Kedia

Fund Manager of Sundaram Diversified Equity Fund Direct Growth, since 1 January 2022

Rohit Seksaria

Fund Manager of Sundaram Diversified Equity Fund Direct Growth, since 24 February 2021

Learn more about Sundaram Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 1.5K Cr
₹ 1.4K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.5K Cr as of Apr'25
  • AUM increased by 37.2 Cr between Apr'25 and Mar'25

Compare Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund

VS

Axis ELSS Tax Saver Fund Direct Growth

Frequently Asked Questions for Sundaram Diversified Equity Fund Direct Growth

What is the current NAV of Sundaram Diversified Equity Fund Direct Growth?

The current NAV of Sundaram Diversified Equity Fund Direct Growth is ₹228.71 as on 16-May-2025.

What are the average returns of Sundaram Diversified Equity Fund Direct Growth?

Existing (Absolute + CAGR) as on 16-May-2025.
Sundaram Diversified Equity Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
5.23%
5.23%
6 Month Returns
4.43%
4.43%
1 Year Returns
9.78%
9.78%
3 Years Returns
63.3%
17.76%

How do I invest in Sundaram Diversified Equity Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Diversified Equity Fund Direct Growth?

1.68% as on April 2025

What is net assets under management (AUM) of Sundaram Diversified Equity Fund Direct Growth?

₹1465 Cr as on April 2025

What are the top 5 holdings of Sundaram Diversified Equity Fund Direct Growth?

HDFC Bank Ltd(9.51%), ICICI Bank Ltd(8.6%), Reliance Industries Ltd(4.83%), Axis Bank Ltd(3.39%), Bharti Airtel Ltd(3.26%) as on April 2025

What are the top 3 sectors that this Sundaram Diversified Equity Fund Direct Growth has invested in?

Financial Services(34.02%), Consumer Cyclical(10.76%), Industrial(9.1%) as on April 2025

What is the alpha of Sundaram Diversified Equity Fund Direct Growth?

The alpha ratio for the Sundaram Diversified Equity Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Diversified Equity Fund Direct Growth
0.78
-0.17
0.05
As on April 2025
The alpha for Sundaram Diversified Equity Fund Direct Growth is calculated against Nifty 500 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%.

What is the beta of Sundaram Diversified Equity Fund Direct Growth??

The Beta ratio for the Sundaram Diversified Equity Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Diversified Equity Fund Direct Growth
0.89
0.87
0.91
As on April 2025
The Beta for Sundaram Diversified Equity Fund Direct Growth is calculated with Nifty 500 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.

What is the sharpe ratio of Sundaram Diversified Equity Fund Direct Growth?

The sharpe ratio for the Sundaram Diversified Equity Fund Direct Growth 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 Growth
0.08
0.58
1.14
As on April 2025
The sharpe ratio for Sundaram Diversified Equity Fund Direct Growth is calculated with Nifty 500 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.

What is the standard deviation of Sundaram Diversified Equity Fund Direct Growth?

The standard deviation for the Sundaram Diversified Equity Fund Direct Growth 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 Growth
14.78
13.14
13.7
As on April 2025
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.

What is the Sortino ratio of Sundaram Diversified Equity Fund Direct Growth?

Sortino ratio is 0.96 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Who is the manager of Sundaram Diversified Equity Fund Direct Growth?

Sudhir Kedia, Rohit Seksaria are the fund managers of Sundaram Diversified Equity Fund Direct Growth

What is the exit load of Sundaram Diversified Equity Fund Direct Growth?

The Exit load of Sundaram Diversified Equity Fund Direct Growth is 0%