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Sundaram Diversified Equity - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth with 3 year lock-in period

• Investment in equity & equity related securities

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.75%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,428
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 500

Benchmark Type

BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset ELSS Tax Saver Fund - Direct Plan	500	500	17.95%
Axis ELSS Tax Saver Fund - Direct Plan	500	500	15.35%
ICICI Prudential ELSS Tax Saver Fund - Direct Plan	500	500	18.1%
HSBC ELSS Tax saver Fund - Direct Plan	500	500	21.27%
Aditya Birla Sun Life ELSS Tax Saver - Direct Plan	500	500	14.81%
Tata ELSS Tax Saver Fund - Direct Plan	500	500	18.59%
Axis ELSS Tax Saver Fund - Direct Plan	500	500	15.35%
Bandhan ELSS Tax saver Fund - Direct Plan	500	500	17.93%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	8
Reliance Industries Ltd	Equity	5
Treps	Cash - Repurchase Agreement	4
Larsen & Toubro Ltd	Equity	4
Bharti Airtel Ltd	Equity	3
Infosys Ltd	Equity	3
Axis Bank Ltd	Equity	3
State Bank of India	Equity	3
InterGlobe Aviation Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	4
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	34
Industrials	11
Consumer Cyclical	11
Technology	7
Healthcare	7

Fund Manager

Sudhir Kedia

3+ years of experience

Rohit Seksaria

4+ years of experience

Sundaram Mutual Fund

AUM₹30,497 Cr

About

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m