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Fund Overview

Fund Size

Fund Size

₹1,428 Cr

Expense Ratio

Expense Ratio

1.75%

ISIN

ISIN

INF903J01NN3

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

01 Jan 2013

About this fund

Sundaram Diversified Equity Direct Growth is a ELSS (Tax Savings) mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 12 years, 3 months and 18 days, having been launched on 01-Jan-13.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹220.56, Assets Under Management (AUM) of 1427.77 Crores, and an expense ratio of 1.75%.
  • Sundaram Diversified Equity Direct Growth has given a CAGR return of 13.14% since inception.
  • The fund's asset allocation comprises around 96.14% in equities, 0.00% in debts, and 3.86% in cash & cash equivalents.
  • You can start investing in Sundaram Diversified Equity Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+8.70%

+7.02% (Cat Avg.)

3 Years

+12.71%

+14.56% (Cat Avg.)

5 Years

+22.54%

+23.66% (Cat Avg.)

10 Years

+11.45%

+12.82% (Cat Avg.)

Since Inception

+13.14%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,372.61 Cr96.14%
Others55.16 Cr3.86%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity132.36 Cr9.27%
ICICI Bank LtdEquity119.06 Cr8.34%
Reliance Industries LtdEquity64.27 Cr4.50%
TrepsCash - Repurchase Agreement60.06 Cr4.21%
Larsen & Toubro LtdEquity54.64 Cr3.83%
Bharti Airtel LtdEquity48.54 Cr3.40%
Infosys LtdEquity48.06 Cr3.37%
Axis Bank LtdEquity46.17 Cr3.23%
State Bank of IndiaEquity45.9 Cr3.22%
InterGlobe Aviation LtdEquity37.85 Cr2.65%
UltraTech Cement LtdEquity36.83 Cr2.58%
Maruti Suzuki India LtdEquity27.65 Cr1.94%
ITC LtdEquity27.45 Cr1.92%
Tata Consultancy Services LtdEquity26.95 Cr1.89%
Sun Pharmaceuticals Industries LtdEquity26.02 Cr1.82%
Hindustan Unilever LtdEquity25.75 Cr1.80%
Kotak Mahindra Bank LtdEquity25.19 Cr1.76%
Cholamandalam Investment and Finance Co LtdEquity22.65 Cr1.59%
Aurobindo Pharma LtdEquity22.4 Cr1.57%
Info Edge (India) LtdEquity22.26 Cr1.56%
ICRA LtdEquity18.72 Cr1.31%
Bajaj Finance LtdEquity17.89 Cr1.25%
Force Motors LtdEquity17.85 Cr1.25%
The Federal Bank LtdEquity17.79 Cr1.25%
Bata India LtdEquity17.57 Cr1.23%
IndusInd Bank LtdEquity17.55 Cr1.23%
Metropolis Healthcare LtdEquity17.21 Cr1.21%
UPL LtdEquity17.05 Cr1.19%
Tata Consumer Products LtdEquity17.03 Cr1.19%
Blue Star LtdEquity15.76 Cr1.10%
Cipla LtdEquity15.72 Cr1.10%
Apollo Hospitals Enterprise LtdEquity15.22 Cr1.07%
GAIL (India) LtdEquity14.83 Cr1.04%
Tata Motors LtdEquity14.77 Cr1.03%
Jubilant Foodworks LtdEquity14.68 Cr1.03%
PI Industries LtdEquity13.71 Cr0.96%
NTPC LtdEquity13.66 Cr0.96%
United Spirits LtdEquity13.45 Cr0.94%
Praj Industries LtdEquity13.21 Cr0.92%
Pidilite Industries LtdEquity12.82 Cr0.90%
Eternal LtdEquity12.73 Cr0.89%
Swiggy LtdEquity12.59 Cr0.88%
Delhivery LtdEquity12.12 Cr0.85%
Tech Mahindra LtdEquity11.77 Cr0.82%
PNB Housing Finance LtdEquity11.37 Cr0.80%
Mahindra & Mahindra LtdEquity10.66 Cr0.75%
Oil India LtdEquity10.6 Cr0.74%
Computer Age Management Services Ltd Ordinary SharesEquity10.43 Cr0.73%
Apollo Tyres LtdEquity9.59 Cr0.67%
GE Vernova T&D India LtdEquity9.35 Cr0.66%
Kajaria Ceramics LtdEquity8.85 Cr0.62%
Affle India LtdEquity7.88 Cr0.55%
Hindustan Petroleum Corp LtdEquity7.6 Cr0.53%
Adani Ports & Special Economic Zone LtdEquity7.57 Cr0.53%
Neuland Laboratories LimitedEquity7.47 Cr0.52%
Schaeffler India LtdEquity7.43 Cr0.52%
Max Financial Services LtdEquity6.89 Cr0.48%
ICICI Prudential Life Insurance Co LtdEquity6.72 Cr0.47%
Hyundai Motor India LtdEquity6.59 Cr0.46%
Dalmia Bharat LtdEquity5.96 Cr0.42%
Cash And Other Net Current AssetsCash-4.9 Cr0.34%
ABB India LtdEquity3.33 Cr0.23%
Titan Co LtdEquity3.06 Cr0.21%
United Breweries LtdEquity3 Cr0.21%
Mankind Pharma LtdEquity2.58 Cr0.18%

Allocation By Market Cap (Equity)

Large Cap Stocks

72.34%

Mid Cap Stocks

13.14%

Small Cap Stocks

10.14%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services488.25 Cr34.20%
Industrials162.67 Cr11.39%
Consumer Cyclical155.17 Cr10.87%
Healthcare99.15 Cr6.94%
Technology97.21 Cr6.81%
Consumer Defensive86.68 Cr6.07%
Basic Materials86.38 Cr6.05%
Energy82.47 Cr5.78%
Communication Services78.68 Cr5.51%
Utilities28.49 Cr2.00%

Risk & Performance Ratios

Standard Deviation

This fund

13.15%

Cat. avg.

14.49%

Lower the better

Sharpe Ratio

This fund

0.46

Cat. avg.

0.57

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.94

Higher the better

Fund Managers

Sudhir Kedia

Sudhir Kedia

Since January 2022

Rohit Seksaria

Rohit Seksaria

Since February 2021

Additional Scheme Detailsas of 31st March 2025

ISIN
INF903J01NN3
Expense Ratio
1.75%
Exit Load
No Charges
Fund Size
₹1,428 Cr
Age
12 years 3 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹33.17 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹33.17 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹154.96 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹56.79 Cr-2.5%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹56.79 Cr-2.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹27.20 Cr1.5%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹62,799 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2484.29 Cr13.5%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.7%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr8.2%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr0.1%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr1.0%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.6%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.3%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹32.63 Cr0.5%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2615.39 Cr10.2%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹862.57 Cr5.4%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5618.99 Cr10.6%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5477.41 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹342.03 Cr8.5%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹976.11 Cr11.3%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr6.5%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹98.89 Cr4.9%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹201.91 Cr9.9%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹1723.33 Cr7.9%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr9.0%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1490.89 Cr10.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3297.44 Cr7.3%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3745.64 Cr16.6%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1956.65 Cr11.0%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1291.61 Cr8.0%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹42.78 Cr9.0%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹882.01 Cr4.2%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1415.22 Cr16.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹352.67 Cr9.6%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹6380.97 Cr9.7%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹110.90 Cr2.0%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹698.93 Cr9.8%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹27.07 Cr9.9%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2955.26 Cr4.2%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1427.77 Cr8.7%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1445.25 Cr15.3%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11332.71 Cr12.8%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹472.92 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹289.87 Cr7.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Sundaram Diversified Equity Direct Growth, as of 17-Apr-2025, is ₹220.56.
The fund has generated 8.70% over the last 1 year and 12.71% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 96.14% in equities, 0.00% in bonds, and 3.86% in cash and cash equivalents.
The fund managers responsible for Sundaram Diversified Equity Direct Growth are:-
  1. Sudhir Kedia
  2. Rohit Seksaria

Fund Overview

Fund Size

Fund Size

₹1,428 Cr

Expense Ratio

Expense Ratio

1.75%

ISIN

ISIN

INF903J01NN3

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Sundaram Diversified Equity Direct Growth is a ELSS (Tax Savings) mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 12 years, 3 months and 18 days, having been launched on 01-Jan-13.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹220.56, Assets Under Management (AUM) of 1427.77 Crores, and an expense ratio of 1.75%.
  • Sundaram Diversified Equity Direct Growth has given a CAGR return of 13.14% since inception.
  • The fund's asset allocation comprises around 96.14% in equities, 0.00% in debts, and 3.86% in cash & cash equivalents.
  • You can start investing in Sundaram Diversified Equity Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+8.70%

+7.02% (Cat Avg.)

3 Years

+12.71%

+14.56% (Cat Avg.)

5 Years

+22.54%

+23.66% (Cat Avg.)

10 Years

+11.45%

+12.82% (Cat Avg.)

Since Inception

+13.14%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,372.61 Cr96.14%
Others55.16 Cr3.86%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity132.36 Cr9.27%
ICICI Bank LtdEquity119.06 Cr8.34%
Reliance Industries LtdEquity64.27 Cr4.50%
TrepsCash - Repurchase Agreement60.06 Cr4.21%
Larsen & Toubro LtdEquity54.64 Cr3.83%
Bharti Airtel LtdEquity48.54 Cr3.40%
Infosys LtdEquity48.06 Cr3.37%
Axis Bank LtdEquity46.17 Cr3.23%
State Bank of IndiaEquity45.9 Cr3.22%
InterGlobe Aviation LtdEquity37.85 Cr2.65%
UltraTech Cement LtdEquity36.83 Cr2.58%
Maruti Suzuki India LtdEquity27.65 Cr1.94%
ITC LtdEquity27.45 Cr1.92%
Tata Consultancy Services LtdEquity26.95 Cr1.89%
Sun Pharmaceuticals Industries LtdEquity26.02 Cr1.82%
Hindustan Unilever LtdEquity25.75 Cr1.80%
Kotak Mahindra Bank LtdEquity25.19 Cr1.76%
Cholamandalam Investment and Finance Co LtdEquity22.65 Cr1.59%
Aurobindo Pharma LtdEquity22.4 Cr1.57%
Info Edge (India) LtdEquity22.26 Cr1.56%
ICRA LtdEquity18.72 Cr1.31%
Bajaj Finance LtdEquity17.89 Cr1.25%
Force Motors LtdEquity17.85 Cr1.25%
The Federal Bank LtdEquity17.79 Cr1.25%
Bata India LtdEquity17.57 Cr1.23%
IndusInd Bank LtdEquity17.55 Cr1.23%
Metropolis Healthcare LtdEquity17.21 Cr1.21%
UPL LtdEquity17.05 Cr1.19%
Tata Consumer Products LtdEquity17.03 Cr1.19%
Blue Star LtdEquity15.76 Cr1.10%
Cipla LtdEquity15.72 Cr1.10%
Apollo Hospitals Enterprise LtdEquity15.22 Cr1.07%
GAIL (India) LtdEquity14.83 Cr1.04%
Tata Motors LtdEquity14.77 Cr1.03%
Jubilant Foodworks LtdEquity14.68 Cr1.03%
PI Industries LtdEquity13.71 Cr0.96%
NTPC LtdEquity13.66 Cr0.96%
United Spirits LtdEquity13.45 Cr0.94%
Praj Industries LtdEquity13.21 Cr0.92%
Pidilite Industries LtdEquity12.82 Cr0.90%
Eternal LtdEquity12.73 Cr0.89%
Swiggy LtdEquity12.59 Cr0.88%
Delhivery LtdEquity12.12 Cr0.85%
Tech Mahindra LtdEquity11.77 Cr0.82%
PNB Housing Finance LtdEquity11.37 Cr0.80%
Mahindra & Mahindra LtdEquity10.66 Cr0.75%
Oil India LtdEquity10.6 Cr0.74%
Computer Age Management Services Ltd Ordinary SharesEquity10.43 Cr0.73%
Apollo Tyres LtdEquity9.59 Cr0.67%
GE Vernova T&D India LtdEquity9.35 Cr0.66%
Kajaria Ceramics LtdEquity8.85 Cr0.62%
Affle India LtdEquity7.88 Cr0.55%
Hindustan Petroleum Corp LtdEquity7.6 Cr0.53%
Adani Ports & Special Economic Zone LtdEquity7.57 Cr0.53%
Neuland Laboratories LimitedEquity7.47 Cr0.52%
Schaeffler India LtdEquity7.43 Cr0.52%
Max Financial Services LtdEquity6.89 Cr0.48%
ICICI Prudential Life Insurance Co LtdEquity6.72 Cr0.47%
Hyundai Motor India LtdEquity6.59 Cr0.46%
Dalmia Bharat LtdEquity5.96 Cr0.42%
Cash And Other Net Current AssetsCash-4.9 Cr0.34%
ABB India LtdEquity3.33 Cr0.23%
Titan Co LtdEquity3.06 Cr0.21%
United Breweries LtdEquity3 Cr0.21%
Mankind Pharma LtdEquity2.58 Cr0.18%

Allocation By Market Cap (Equity)

Large Cap Stocks

72.34%

Mid Cap Stocks

13.14%

Small Cap Stocks

10.14%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services488.25 Cr34.20%
Industrials162.67 Cr11.39%
Consumer Cyclical155.17 Cr10.87%
Healthcare99.15 Cr6.94%
Technology97.21 Cr6.81%
Consumer Defensive86.68 Cr6.07%
Basic Materials86.38 Cr6.05%
Energy82.47 Cr5.78%
Communication Services78.68 Cr5.51%
Utilities28.49 Cr2.00%

Risk & Performance Ratios

Standard Deviation

This fund

13.15%

Cat. avg.

14.49%

Lower the better

Sharpe Ratio

This fund

0.46

Cat. avg.

0.57

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.94

Higher the better

Fund Managers

Sudhir Kedia

Sudhir Kedia

Since January 2022

Rohit Seksaria

Rohit Seksaria

Since February 2021

Additional Scheme Detailsas of 31st March 2025

ISIN
INF903J01NN3
Expense Ratio
1.75%
Exit Load
No Charges
Fund Size
₹1,428 Cr
Age
12 years 3 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth

Low Risk

2.3%0.0%₹33.17 Cr-
Bajaj Finserv ELSS Tax Saver Fund Direct Growth

Low Risk

0.5%0.0%₹33.17 Cr-
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹154.96 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth

High Risk

1.4%0.0%₹19.18 Cr8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth

Very High Risk

-0.0%₹56.79 Cr-2.5%
SBI Long Term Advantage Fund Series II Regular Growth

Very High Risk

-0.0%₹34.17 Cr6.4%
SBI Long Term Advantage Fund Series II Direct Growth

Very High Risk

-0.0%₹34.17 Cr6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth

Very High Risk

-0.0%₹56.79 Cr-2.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth

Very High Risk

1.4%0.0%₹27.20 Cr1.5%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹62,799 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2484.29 Cr13.5%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.7%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr8.2%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr0.1%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr1.0%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.6%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.3%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹32.63 Cr0.5%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2615.39 Cr10.2%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹862.57 Cr5.4%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5618.99 Cr10.6%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5477.41 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹342.03 Cr8.5%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹976.11 Cr11.3%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr6.5%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹98.89 Cr4.9%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹201.91 Cr9.9%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹1723.33 Cr7.9%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr9.0%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1490.89 Cr10.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3297.44 Cr7.3%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3745.64 Cr16.6%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1956.65 Cr11.0%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1291.61 Cr8.0%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹42.78 Cr9.0%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹882.01 Cr4.2%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1415.22 Cr16.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹352.67 Cr9.6%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹6380.97 Cr9.7%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹110.90 Cr2.0%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹698.93 Cr9.8%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹27.07 Cr9.9%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2955.26 Cr4.2%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1427.77 Cr8.7%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1445.25 Cr15.3%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11332.71 Cr12.8%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹472.92 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹289.87 Cr7.9%

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The NAV of Sundaram Diversified Equity Direct Growth, as of 17-Apr-2025, is ₹220.56.
The fund has generated 8.70% over the last 1 year and 12.71% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 96.14% in equities, 0.00% in bonds, and 3.86% in cash and cash equivalents.
The fund managers responsible for Sundaram Diversified Equity Direct Growth are:-
  1. Sudhir Kedia
  2. Rohit Seksaria
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