What is the NAV of Sundaram Diversified Equity?
The Current NAV of Sundaram Diversified Equity is ₹229.22, as of 13th June 2025What are the returns of Sundaram Diversified Equity?
The Sundaram Diversified Equity has been there since 2nd January 2013- 1 Year Returns: 5.22
- 3 Year Returns: 18.11
- 5 Year Returns: 22.27
What are the top 5 sectors holdings of Sundaram Diversified Equity?
The top sectors Sundaram Diversified Equity has invested in are as for 2nd 01 2013 are as follows -- Private Banks | 25.08%
- IT Services & Consulting | 8.19%
- Construction & Engineering | 6.82%
- Oil & Gas - Refining & Marketing | 6.07%
- Pharmaceuticals | 5.20%
What are the top 5 holdings Sundaram Diversified Equity?
The top 5 holdings for Sundaram Diversified Equity are- HDFC Bank Ltd | 9.27%
- ICICI Bank Ltd | 8.34%
- Reliance Industries Ltd | 4.50%
- TREPS | 4.21%
- Larsen and Toubro Ltd | 3.83%
What is the asset allocation of Sundaram Diversified Equity?
The Sundaram Diversified Equity is a plan that invests- Equity | 96.14%
- Cash & Equivalents | 3.86%
How to invest in Sundaram Diversified Equity?
If you wish to invest in Sundaram Diversified Equity Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Sundaram Diversified Equity
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Sundaram Diversified Equity is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Sundaram Diversified Equity?
The AUM of Sundaram Diversified Equity is 1487.52 Cr as of 13th June 2025What is the expense ratio of Sundaram Diversified Equity Plan?
The expense ratio of Sundaram Diversified Equity Plan is 1.68How to exit Sundaram Diversified Equity?
If you have invested in Sundaram Diversified Equity, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Sundaram Diversified Equity Plan?
There is a lock in period of 3 for Sundaram Diversified EquityWhat is the alpha of Sundaram Diversified Equity?
The alpha ratio for the Sundaram Diversified Equity is 2.87
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Sundaram Diversified Equity?
The volatility or standard deviation for the Sundaram Diversified Equity is 13.06
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram Diversified Equity?
The sharpe ratio for the Sundaram Diversified Equity is 0.19
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram Diversified Equity?
The Sortino ratio for the Sundaram Diversified Equity is 0.02
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Sundaram Diversified Equity?
The PE ratio (price-to-earnings) of the Sundaram Diversified Equity is 36.29 while category PE ratio is 41.071. Test MF FAQ for Mutual Fund Sundaram Diversified Equity Shares?
The Current NAV of Sundaram Diversified Equity is ₹229.22, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Sundaram Diversified Equity Plan?
There is a lock in period of 3 for Sundaram Diversified Equity
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Sundaram Diversified Equity Direct Growth
Growth
229.220.56% (-1.29)
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Sundaram Diversified Equity Performance & Key Metrics
Sundaram Diversified Equity Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.68 | 13.06 | 0.19 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 15.39 | 0.12 |
Sundaram Diversified Equity Scheme InfoSundaram Diversified Equity Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Equity Linked Savings Scheme (ELSS)
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Sundaram Diversified Equity Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Sundaram Diversified Equity Peers & Comparison
Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Diversified Equity | 5.22% | 18.11% | 13.25% |
| Axis ELSS Tax Saver Fund | 5.90% | 18.42% | 17.14% |
| SBI Long Term Equity Fund | 5.06% | 29.74% | 16.82% |
| Mirae Asset ELSS Tax Saver Fund | 8.10% | 21.22% | 19.56% |
Sundaram Diversified Equity Returns Comparison
Compare Sundaram Diversified Equity with any MF, ETF, stock or indexCompare Sundaram Diversified Equity with any MF, ETF, stock or index
Sundaram Diversified Equity
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Sundaram Diversified Equity Asset Allocation
Sundaram Diversified Equity Asset Allocation
Actual
Target
May 2024
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Mar 2025
May 2024
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Mar 2025
Sundaram Diversified Equity Sector Distribution
Sundaram Diversified Equity Sector Distribution
May 2024
Sep 2024
Nov 2024
Mar 2025
Sundaram Diversified Equity Sector Weightage
Sundaram Diversified Equity Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Sundaram Diversified Equity Current Holdings
Sundaram Diversified Equity Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
9.27 %
9.27 %Holdings
8.34 %
8.34 %Holdings
4.50 %
4.50 %
AMC Profile of Sundaram Diversified Equity
AMC Profile of Sundaram Diversified Equity
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
39
Total AUM
₹ 68,696.37 Cr.
Sundaram Diversified Equity Manager Details
Sundaram Diversified Equity Manager Details
Sundaram Diversified Equity Manager Profile
Sundaram Diversified Equity Manager Profile
S. Bharath
AUM: ₹24,107.20 Cr.
|
Exp: 7.11yrs
Rohit Seksaria
AUM: ₹16,026.45 Cr.
|
Exp: —
Sundaram Diversified Equity Manager Performance (0)
Sundaram Diversified Equity Manager Performance (0)
Equity: Equity Linked Savings Scheme (ELSS)
Sundaram Diversified Equity Tax Implications
Sundaram Diversified Equity Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Sundaram Diversified Equity Review & Opinions
Sundaram Diversified Equity Review & Opinions
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Gains are treated as long-term capital gains and taxed at 10%