Sundaram Diversified Equity Fund Growth-1.51%

3Groww
-14.58%
1 Year Return
Equity
ELSS
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Diversified Equity Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.13%
NAV99.88 (08 Jul 2019)
Fund Started21 Nov 1999
Fund Size2,477 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Diversified Equity Fund Growth
-14.6%
3.4%
7.5%
15.8%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -14.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market8.3%
    ICICI Bank Ltd. Financial ServicesEquity5.8%
    HDFC Bank Ltd.Financial ServicesEquity4.8%
    Bajaj Finance Ltd.Financial ServicesEquity3.9%
    Axis Bank Ltd.Financial ServicesEquity3.0%
    Tech Mahindra Ltd.ITEquity3.0%
    Tata Consultancy Services Ltd.ITEquity2.8%
    Reliance Industries Ltd.EnergyEquity2.6%
    Mahindra & Mahindra Ltd.AutomobileEquity2.5%
    The Ramco Cements Ltd.Cement & Cement ProductsEquity2.5%
    See All

    Fund Managers

    addS Krishna Kumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed

    Other Details

    Sundaram Diversified Equity Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 21 Nov 1999. S Krishnakumar is the Current Fund Manager of Sundaram Diversified Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹2,477 Cr and the Latest NAV as of 08 Jul 2019 is ₹99.88.

    The Sundaram Diversified Equity Fund Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    To achieve capital appreciation by investing predominantly in equities and equityrelated instruments. A lock-in period of 3 years is applicable.

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Sundaram
    Address
    NA
    Email
    NA
    Website
    NA
    Invest Now
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