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Business News/Market/Market Stats/    Sundaram Diversified Equity Fund Growth

Sundaram Diversified Equity Fund Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating 1
  • Plan
195.16 +0.44 (0.22%) NAV as on 24 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1603.92
  • CAGR 29.62%
  • Exit Load0.00%
  • Expense ratio2.17%
  • CategoryEquity
  • Min Investment500
  • Min SIP250
  • Launch Date1999-11-22

Morning Star Rating 1

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -4.00%
  • Beta 1.05
  • Sharpe Ratio0.92
  • Std Deviation 12.09%
  • Tracking Error 4.81%

About Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

 

The Sundaram Diversified Equity Fund Growth has an AUM of 1603.92 crores & has delivered CAGR of 14.09% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.17%. The minimum investment in Sundaram Diversified Equity Fund Growth is Rs 500 and the minimum SIP is Rs 250.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, HDFC Bank, ICICI Bank & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

 

Some of the similar funds are Bank of India ELSS Tax Saver Fund Regular Growth, Sundaram ELSS Tax Saver Fund Regular Plan - Growth, Invesco India ELSS Tax Saver Fund Growth, Sundaram Diversified Equity Fund Growth, Parag Parikh ELSS Tax Saver Fund Regular Growth. Sundaram Diversified Equity Fund Growth has a sharpe ratio of 0.92 & a standard deviation of 12.09%.

FAQs about Sundaram Diversified Equity Fund Growth

According to the morning star rating Sundaram Diversified Equity Fund Growth has a Moderate risk & Exceptional return.
Sundaram Diversified Equity Fund Growth is managed by Sudhir Kedia,Rohit Seksaria.
The expense ratio of Sundaram Diversified Equity Fund Growth is 2.17%.
The 5 year annualized return on Sundaram Diversified Equity Fund Growth is 14.09% & it has generated 29.62% in the last 1 year.
The minimum investment in Sundaram Diversified Equity Fund Growth is 500 Rs.
Sundaram Diversified Equity Fund Growth has an AUM of 1603.92 crores.
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