SK
Sudhir KediaFund Manager Since 1 Jan 2022
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
91st
Sundaram Diversified Equity - Direct Plan - Growth Option
1.95%
Fund Managers
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.
- HDFC Bank Ltd: 9.54%
- ICICI Bank Ltd: 8.40%
- Reliance Industries Ltd: 4.98%
- Axis Bank Ltd: 3.99%
- Bharti Airtel Ltd: 3.39%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Diversified Equity - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
16.49%
expense ratio
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fund size
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Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
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Sundaram Focused Fund- Direct Plan - Growth Option
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expense ratio
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Sundaram Banking & PSU Fund Growth
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3Y CAGR
4.95%
expense ratio
0.41%
fund size
₹468.41 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.53%
expense ratio
0.41%
fund size
₹468.41 Cr
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