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Sundaram Diversified Equity

Sundaram Diversified Equity

Equity: ELSS | Growth

5Y CAGR

+5.74%

Fund Size

₹1,216.69 Cr

Min. Investment

₹250

QUICK FUND SUMMARY

Sundaram Diversified Equity Growth is an equity mutual fund managing assets worth ₹1,216.69 Cr. The current NAV is ₹202.17 as of Oct 15. It has delivered a 5-year CAGR of 5.74%. Investors can start with a minimum SIP amount of ₹250. The fund primarily holds HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., Axis Bank Ltd. and Bharti Airtel Ltd..

Sundaram Diversified Equity Details

Fund Size

₹1,216.69 Cr

Type

Equity: ELSS

Minimum Investment

₹250

NAV (Oct 15)

₹202.17

Plan Type

Regular

Launch Date

02 May 2005

Lock in Period

3 years

Plan Option

Growth

Expense Ratio

2.29%

Withdrawal Charge

Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 Days.

Sundaram Diversified Equity Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Sundaram Diversified Equity Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Sundaram Diversified Equity
Sundaram Diversified Equity
-8.24%+5.11%+5.74%
SBI ELSS Tax Saver Fund
SBI ELSS Tax Saver Fund
-6.29%+11.89%+12.26%
Parag Parikh ELSS Tax Saver Fund
Parag Parikh ELSS Tax Saver Fund
-10.41%+7.17%+8.06%
HDFC ELSS - Tax Saver Fund
HDFC ELSS - Tax Saver Fund
-8.51%+11.34%+11.54%

Returns Calculator

Monthly Investment

₹

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹291

Your Total Value could have reached:

₹3,891

Sundaram Diversified Equity Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Sundaram Diversified Equity

Sundaram Diversified Equity is a Growth Equity mutual fund managed by Sundaram Mutual Fund.

The current NAV of Sundaram Diversified Equity is ₹202.17 as of Oct 15.

You can invest in Sundaram Diversified Equity directly on PhonePe Invest by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Sundaram Diversified Equity is ₹250.

The expense ratio of Sundaram Diversified Equity is 2.29%.

Sundaram Diversified Equity has an exit load as follows: exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 Days.

Short-term capital gains (STCG) on Sundaram Diversified Equity are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.