Sundaram Diversified Equity - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.62 | 17.54 | 14.34 | 11.92 |
Average Rolling Returns(%) | 16.29 | 13.70 | 11.46 | 13.54 |
The Current NAV of Sundaram Diversified Equity - Growth - Direct Plan is ₹202.37.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 200 , as Funds portfolio is somewhat different.
Sundaram Diversified Equity - Growth - Direct Plan fund’s expense ratio is 1.61%
The process for redemption is
The AUM of Sundaram Diversified Equity - Growth - Direct Plan is currently ₹1,595 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and ICICI Bank and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 47% of fund’s portfolio respectively.
Top three sectors of Sundaram Diversified Equity - Growth - Direct Plan fund are BFSI, IT and FMCG accounting for 55% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Diversified Equity - Growth - Direct Plan Fund is Equity - ELSS.
Sudhir Kedia and Rohit Seksaria manage the Sundaram Diversified Equity - Growth - Direct Plan Fund.
Sundaram Diversified Equity - Growth - Direct Plan current PE ratio is 42.97 and PB ratio is 7.49
The asset allocation of Sundaram Diversified Equity - Growth - Direct Plan is Stocks : 98.96%, Debt : 1.02% and Gold : 0%
The minimum SIP amount for Sundaram Diversified Equity - Growth - Direct Plan is N/A and minimum lumpsum is ₹500.00
The exit load for Sundaram Diversified Equity - Growth - Direct Plan is Nil