Sundaram Diversified Equity - Growth - Regular Plan

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  • (-0.31%)Nav, as on 28-03-2025

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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 4.15 -4.11 6.21 12.54 23.47 14.76
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 6.21 12.54 23.47 2.24 1,361.57
Axis ELSS Tax Saver Fund - Regular Plan - Growth Dec 29, 2009 Unrated 7.73 10.24 18.19 1.56 32,174.34
SBI Long Term Equity Fund - REGULAR PLAN- GROWTH Mar 31, 1993 11.15 23.99 31.73 1.60 25,723.50
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Dec 28, 2015 9.64 14.05 26.54 1.57 22,411.17
DSP ELSS Tax Saver Fund - Regular Plan - Growth Jan 18, 2007 17.71 18.55 28.94 1.65 14,981.09
HDFC ELSS Tax saver-Growth Plan Mar 31, 1996 13.63 22.08 30.15 1.67 14,671.37

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • TREPS

  • Infosys Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Tata Consultancy Services Ltd

  • Interglobe Aviation Ltd

  • Ultratech Cement Ltd

  • Maruti Suzuki India Ltd

  • ITC Ltd

  • Hindustan UniLever Ltd

  • IndusInd Bank Ltd

  • Sun Pharmaceutical Industries Ltd

  • Info Edge (India) Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Aurobindo Pharma Ltd

  • Blue Star Ltd

  • Kotak Mahindra Bank Ltd

  • Tech Mahindra Ltd

  • ICRA Ltd

  • Bata India Ltd

  • Bajaj Finance Ltd

  • The Federal Bank Ltd

  • TATA Consumer Products Ltd

  • Metropolis Healthcare Ltd

  • Cipla Ltd

  • UPL Ltd

  • Zomato Ltd

  • Apollo Hospitals Enterprise Ltd

  • Jubilant Foodworks Ltd

  • Tata Motors Ltd

  • PNB Housing Finance Ltd

  • Swiggy Ltd

  • United Spirits Ltd

  • Force Motors Ltd

  • PI Industries Ltd

  • Pidilite Industries Ltd

  • NTPC LTD

  • Delhivery Ltd

  • Praj Industries Ltd

  • Oil India Ltd

  • Computer Age Management Services Ltd

  • Kajaria Ceramics Ltd

  • Titan Company Ltd

  • Apollo Tyres Ltd

  • GE Vernova T and D India Ltd

  • GAIL (India) Ltd

  • Affle (India) Ltd

  • Adani Ports and Special Economic Zone Ltd

  • Schaeffler India Ltd

  • Hyundai Motor India Ltd

  • Neuland Laboratories Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Hindustan Petroleum Corporation Ltd

  • Max Financial Services Ltd

  • Dalmia Cement (Bharat) Ltd.

  • ABB India 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

  • Cement & Construction Materials

  • Finance - NBFC

  • Airlines

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • BPO/ITeS

  • e-Commerce

  • Cigarettes/Tobacco

  • Pesticides & Agrochemicals

  • Automobiles-Trucks/Lcv

  • Household & Personal Products

  • Air Conditioners

  • Ratings

  • Footwear

  • Tea/Coffee

  • Breweries & Distilleries

  • Consumer Food

  • Finance - Housing

  • Chemicals

  • Courier Services

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Electric Equipment

  • Oil Exploration

  • Depository Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Diamond & Jewellery

  • Tyres & Allied

  • Industrial Gases & Fuels

  • Port

  • Bearings

  • Insurance

  • Finance - Others

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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 ₹1,361.57 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 ₹-0.64(-0.31%)yesterday to ₹204.0445.

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