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Fund Overview

Sundaram Diversified Equity (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

214.55

Inception Date

31-01-2005

Category

Equity - Tax Planning
Investment Objectives

To primarily achieve capital appreciation. Income generation would be the secondary consideration.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Diversified Equity (G) 10.39 14.23 25.12 17.01 17.41 13.30 15.31
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.25 Lakh

10,000 investment Grown to 1.38 Lakh

1Lakh investment Grown to 1.37 Lakh

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Key Parameters
AUM(₹ Cr.) 1,649
Type OPEN ENDED
Entry Load NIL
Minimum investment(₹) 500
Expense Ratio (%) 2.10
Benchmark Nifty 500 TRI
Fund Manager Sudhir Kedia
Exit Nil
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 06 24 )
Company Asset No.of shares Value (₹ in Cr)
Reliance Industr Equity 460000 144.02
HDFC Bank Equity 836000 140.77
ICICI Bank Equity 883000 105.92
Infosys Equity 436000 68.31
Larsen & Toubro Equity 156446 55.51
Axis Bank Equity 419000 53.01
Sun Pharma.Inds. Equity 326000 49.58
St Bk of India Equity 545000 46.27
Tata Motors Equity 457000 45.23
TCS Equity 114734 44.79
Bharti Airtel Equity 304000 43.90
Interglobe Aviat Equity 100000 42.28
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Diversified Equity 1,649.12 25.12 17.01 17.41 15.31 31-Jan-2005 0.8099 3.49
Motilal Oswal ELSS Tax Saver Fund 3,710.23 53.45 23.23 23.82 17.88 21-Jan-2015 1.2171 4.07
Quant ELSS Tax Saver Fund 10,527.57 53.04 25.03 34.20 16.38 31-Mar-2000 1.1694 4.59
SBI Long Term Equity Fund 25,738.08 52.99 27.28 25.20 13.92 07-May-2007 1.297 3.83
ITI Long Term Equity Fund 363.38 52.01 18.65 NA 20.27 18-Oct-2019 0.9116 3.69
Bank of India ELSS Tax Saver 1,428.33 52.00 21.78 28.54 20.18 25-Feb-2009 0.9963 4.13
JM ELSS Tax Saver Fund 161.45 47.00 23.37 24.10 10.16 31-Mar-2008 1.0091 3.96
DSP ELSS Tax Saver Fund 16,283.78 46.55 21.08 23.53 16.03 18-Jan-2007 1.0274 3.76
HDFC Tax Saver Fund 15,674.35 46.08 26.26 21.39 23.92 31-Mar-1996 1.5139 3.37
NJ ELSS Tax Saver Scheme 216.95 45.51 NA NA 46.29 16-Jun-2023 2.3821 3.77
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