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EquityELSS (Tax Savings)

Sundaram Diversified Equity - Direct Plan - Growth Option

3Y Annualised

17.00%

-0.65% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.95%

-0.65% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

4 years 5 months

NIFTY 50

4 years 7 months

FD

9 years 7 months

Fund info

Fund size

₹1519.21 Cr

Min. SIP amount

₹250

Min. Lumpsum amount

₹500

Exit load

0%

Nil

Risk Profile

Very High Risk

Fund Managers

SK
Sudhir KediaFund Manager Since 1 Jan 2022
RS
Rohit SeksariaFund Manager Since 24 Feb 2021

About Sundaram Diversified Equity - Direct Plan - Growth Option

Sundaram Diversified Equity - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Diversified Equity - Direct Plan - Growth Option has ₹1519.21 Cr worth of assets under management (AUM) as of Mon Jul 21 2025. The latest Net Asset Value (NAV) of Sundaram Diversified Equity - Direct Plan - Growth Option as of Fri Jul 18 2025 is ₹234.7071. The fund has an expense ratio of 1.62%, which is medium comparable to most other Equity funds.

Sundaram Diversified Equity - Direct Plan - Growth Option returns for the last 1 year are 2.45%. Since launch, it has delivered 13.42% average annual returns.

The Sundaram Diversified Equity - Direct Plan - Growth Option has the majority of its money invested in Financial Services, Energy, Communication Services, Industrials, null, Technology, Consumer Defensive sectors.

Top 5 Holdings of Sundaram Diversified Equity - Direct Plan - Growth Option.

  1. HDFC Bank Ltd: 9.54%
  2. ICICI Bank Ltd: 8.40%
  3. Reliance Industries Ltd: 4.98%
  4. Axis Bank Ltd: 3.99%
  5. Bharti Airtel Ltd: 3.39%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2013-01-01
Emailrahulm@sundarammutual.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressSundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Tax Implications of Sundaram Diversified Equity - Direct Plan - Growth Option

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Sundaram Asset Management Company Ltd

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Estimated Returns in 3 Years

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Total Amount

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