Sundaram Diversified Equity - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Diversified Equity (ELSS) Direct Plan - Growth -2.86 -2.95 4.99 12.25 14.42 12.90
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Diversified Equity (ELSS) Direct Plan - Growth Jan 02, 2013 Unrated 4.99 12.25 14.42 1.72 1,467.94
Axis ELSS Tax Saver Fund - Direct Plan - Growth Option Jan 01, 2013 Unrated 9.26 9.54 12.01 0.81 34,496.58
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 10.02 23.54 23.15 0.95 27,305.51
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth Dec 28, 2015 6.58 13.49 18.94 0.57 24,007.47
DSP ELSS Tax Saver Fund - Direct Plan - Growth Dec 31, 2012 11.36 17.80 20.29 0.72 15,985.06
HDFC ELSS Tax saver -Direct Plan - Growth Option Dec 31, 2012 10.08 21.62 20.83 1.10 15,413.45

Fund Holdings as on 31-January-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • TREPS

  • Tata Consultancy Services Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Ultratech Cement Ltd

  • Interglobe Aviation Ltd

  • Sun Pharmaceutical Industries Ltd

  • ITC Ltd

  • Hindustan UniLever Ltd

  • IndusInd Bank Ltd

  • Info Edge (India) Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Tech Mahindra Ltd

  • Blue Star Ltd

  • Aurobindo Pharma Ltd

  • Maruti Suzuki India Ltd

  • ICRA Ltd

  • Jubilant Foodworks Ltd

  • Bata India Ltd

  • Kotak Mahindra Bank Ltd

  • PNB Housing Finance Ltd

  • TATA Consumer Products Ltd

  • Bajaj Finance Ltd

  • The Federal Bank Ltd

  • Titan Company Ltd

  • United Breweries Ltd

  • Cipla Ltd

  • Swiggy Ltd

  • Tata Motors Ltd

  • Delhivery Ltd

  • Zomato Ltd

  • United Spirits Ltd

  • Metropolis Healthcare Ltd

  • Praj Industries Ltd

  • ABB India Ltd

  • Pidilite Industries Ltd

  • PI Industries Ltd

  • NTPC LTD

  • Oil India Ltd

  • GE Vernova T and D India Ltd

  • Kajaria Ceramics Ltd

  • Laurus Labs Ltd

  • Apollo Tyres Ltd

  • GAIL (India) Ltd

  • Neuland Laboratories Ltd

  • Navin Fluorine International Ltd

  • Mankind Pharma Ltd

  • Hindustan Petroleum Corporation Ltd

  • Schaeffler India Ltd

  • Affle (India) Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Max Financial Services Ltd

  • Hyundai Motor India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Bharti Hexacom Ltd

  • ITC Hotels Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Miscellaneous

  • Bank - Public

  • Finance - NBFC

  • Airlines

  • BPO/ITeS

  • Breweries & Distilleries

  • Cigarettes/Tobacco

  • e-Commerce

  • Automobiles - Passenger Cars

  • Household & Personal Products

  • Electric Equipment

  • Air Conditioners

  • Chemicals

  • Ratings

  • Consumer Food

  • Footwear

  • Finance - Housing

  • Tea/Coffee

  • Diamond & Jewellery

  • Automobiles-Trucks/Lcv

  • Courier Services

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • Power Generation/Distribution

  • Oil Exploration

  • Ceramics/Marble/Granite/Sanitaryware

  • Tyres & Allied

  • Industrial Gases & Fuels

  • Bearings

  • Insurance

  • Port

  • Finance - Others

  • Hotel, Resort & Restaurants

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  • Cash

  • Equity

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About Sundaram Diversified Equity

Scheme Analysis

Sundaram Diversified Equity is a Equity - ELSS fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,467.94 crore. Sundaram Diversified Equity is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Sundaram Diversified Equity ended up ₹0.05(0.02%)yesterday to ₹212.4357.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Diversified Equity is managed by Sudhir Kedia and Rohit Seksaria.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156