Sundaram Diversified Equity Fund Growth
Medium
Risk
Equity
Elss Fund
+
16.36
%
16.36
%
3Y annualised
+
0.26
%
0.26
%
1D
1M
6M
1Y
3Y
All
Fund size
1603
NAV:
Mar 7, 2024
195.048
Sector
Tech
Type
Equity
Launched
Nov 1999
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
8.48
%
Reliance Industries Ltd
8.19
%
ICICI Bank Ltd
6.84
%
Infosys Ltd
4.52
%
Sun Pharmaceuticals Industries Ltd
3.43
%
Larsen & Toubro Ltd
3.40
%
Axis Bank Ltd
3.22
%
Tata Consultancy Services Ltd
2.73
%
Tata Motors Ltd
2.52
%
State Bank of India
2.5
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Diversified Equity Fund Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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