Sundaram Diversified Equity Fund Direct Growth
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.
₹233.03
1D
NAV as on 14 Aug 2025
13.28%/per year
Since Inception
▲▼
Sundaram Diversified Equity Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
INDmoney Rank
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IND ranking is not available for this fund.
Sundaram Diversified Equity Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Diversified Equity Fund Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Equity 86%
Debt & Cash 14%
Sundaram Diversified Equity Fund Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Equity 86%
Debt & Cash 14%
Top 3 Sectors in July were Financial Services, Consumer Cyclical & Industrial
Financial Services
34%
Consumer Cyclical
16%
Consumer Defensive
8%
Financial Services
34%
Consumer Cyclical
12%
Industrial
11%
Sundaram Diversified Equity Fund Holdings Details
as on (31-Jul-25)
Equity
Sundaram Diversified Equity Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.62% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1489 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 15.06% |
| Risk |   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 Bharath Subramanian, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Diversified Equity Fund Direct Growth has ₹1489 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 1.6.
Returns
Sundaram Diversified Equity Fund Direct Growth has given a CAGR return of 13.28% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.99%, 13.64% and 19.68% respectively.
Holdings
Sundaram Diversified Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Consumer Defensive, Energy, Basic Materials, Industrial, Health, Tech, Communication, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Axis Bank Ltd, Larsen & Toubro 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 benefitDividends 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
Bharath Subramanian
Fund Manager of Sundaram Diversified Equity Fund Direct Growth, since 2 June 2025
Rohit Seksaria
Fund Manager of Sundaram Diversified Equity Fund Direct Growth, since 24 February 2021
- AUM of the fund stands at 1.5K Cr as of Jul'25
- AUM decreased by 30.5 Cr between Jul'25 and Jun'25
More funds from Sundaram
5Y CAGR
▲ 27.99
5Y CAGR
▲ 28.13
5Y CAGR
▲ 29.99
5Y CAGR
▲ 26.51
Compare Sundaram Diversified Equity Fund
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Frequently Asked Questions for Sundaram Diversified Equity Fund Direct Growth
How do I invest in Sundaram Diversified Equity Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Diversified Equity Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.