Sundaram Mutual Fundimage

Sundaram Diversified Equity Fund

EquityELSSIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 211.76

AUM (in Cr)

₹ 1558.02

5 Years CAGR

% 15.88

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Diversified Equity Fund
3.71
-4.15
3.12
14.35
14.05
15.88
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
ELSS
2.93
10.76
19.25
41.22
20.32
25.34

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To achieve capital appreciation by investing in a well diversified basket of equities and equity related instruments.

Expense Ratio
% 2.18
Benchmark
Nifty 500
AUM
₹ 1558.02
Inception Date
22 Nov 1999
Turnover Ratio
% 22.80
Exit Load
Nil
Asset Class
Equity
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Sundaram Mutual Fund

Total AUM

₹ 67164.09

No. of Schemes under this AMC

53

Phone

28583362, 28583367

Email

dhirent@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

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Sundaram Diversified Equity Fund

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