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EquityELSS (Tax Savings)

Sundaram Diversified Equity - Direct Plan - Growth Option

3Y Annualised

18.68%

0.33% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

3.29%

0.33% 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 1 months

NIFTY 50

4 years 2 months

FD

9 years 7 months

Fund info

Fund size

₹1487.52 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 ₹1487.52 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of Sundaram Diversified Equity - Direct Plan - Growth Option as of Mon Jul 07 2025 is ₹236.1226. The fund has an expense ratio of 1.68%, which is medium comparable to most other Equity funds.

Sundaram Diversified Equity - Direct Plan - Growth Option returns for the last 1 year are 4.58%. Since launch, it has delivered 13.53% average annual returns.

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

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

  1. HDFC Bank Ltd: 9.47%
  2. ICICI Bank Ltd: 8.58%
  3. Reliance Industries Ltd: 4.81%
  4. Larsen & Toubro Ltd: 3.41%
  5. Axis Bank Ltd: 3.36%

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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Total Amount

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₹1,000+ cr

AUM

1+ Lac

Investors

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