Sundaram Diversified Equity - Growth - Regular Plan

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Fund Overview Growth | Regular 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) Regular Plan - Growth 4.50 3.37 9.09 13.36 22.49 14.91
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) Regular Plan - Growth May 02, 2005 Unrated 9.09 13.36 22.49 2.23 1,427.77
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 9.55 11.29 18.08 1.53 34,176.50
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 9.90 23.99 29.46 1.60 27,730.33
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 9.75 14.68 25.07 1.58 23,945.24
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 17.61 19.46 27.45 1.65 16,217.91
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 15.90 22.64 28.59 1.66 15,555.71

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • TREPS

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Interglobe Aviation Ltd

  • Ultratech Cement Ltd

  • Maruti Suzuki India Ltd

  • ITC Ltd

  • Tata Consultancy Services Ltd

  • Sun Pharmaceutical Industries Ltd

  • Hindustan UniLever Ltd

  • Kotak Mahindra Bank Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aurobindo Pharma Ltd

  • Info Edge (India) Ltd

  • ICRA Ltd

  • Bajaj Finance Ltd

  • Force Motors Ltd

  • The Federal Bank Ltd

  • Bata India Ltd

  • IndusInd Bank Ltd

  • Metropolis Healthcare Ltd

  • UPL Ltd

  • TATA Consumer Products Ltd

  • Blue Star Ltd

  • Cipla Ltd

  • Apollo Hospitals Enterprise Ltd

  • GAIL (India) Ltd

  • Tata Motors Ltd

  • Jubilant Foodworks Ltd

  • PI Industries Ltd

  • NTPC LTD

  • United Spirits Ltd

  • Praj Industries Ltd

  • Pidilite Industries Ltd

  • Zomato Ltd

  • Swiggy Ltd

  • Delhivery Ltd

  • Tech Mahindra Ltd

  • PNB Housing Finance Ltd

  • Mahindra & Mahindra Ltd

  • Oil India Ltd

  • Computer Age Management Services Ltd

  • Apollo Tyres Ltd

  • GE Vernova T and D India Ltd

  • Kajaria Ceramics Ltd

  • Affle (India) Ltd

  • Hindustan Petroleum Corporation Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Neuland Laboratories Ltd

  • Schaeffler India Ltd

  • Max Financial Services Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Hyundai Motor India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • ABB India Ltd

  • Titan Company Ltd

  • United Breweries Ltd

  • Mankind Pharma Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Miscellaneous

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Finance - NBFC

  • Airlines

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • BPO/ITeS

  • Cigarettes/Tobacco

  • Household & Personal Products

  • e-Commerce

  • Ratings

  • Footwear

  • Tea/Coffee

  • Breweries & Distilleries

  • Air Conditioners

  • Industrial Gases & Fuels

  • Consumer Food

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Chemicals

  • Electric Equipment

  • Courier Services

  • Finance - Housing

  • Oil Exploration

  • Depository Services

  • Tyres & Allied

  • Ceramics/Marble/Granite/Sanitaryware

  • Port

  • Bearings

  • Finance - Others

  • Insurance

  • Diamond & Jewellery

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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-May-2005 and currently has an AUM of ₹1,427.77 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 down ₹-0.44(-0.21%)yesterday to ₹211.9906.

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