LIVE
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFDirect · IDCW

Sundaram Diversified Equity - Dividend Payout - Direct Plan

elssEquity - ELSS - Tax Saver FundBenchmark: BSE 200 - TRI
NAV · 11 Nov 2019₹13.00+0.25%
AUM₹1.3k Crfrom this fund's primary plan
Expense Ratio1.75%
CAGR—
Exit LoadNil
Min SIP₹100from this fund's primary plan
Launched2013

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.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Asset Allocation
Domestic Equity97.8%
Cash & Equivalents2.2%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
1.75%
₹100from this fund's primary plan
₹500
Nil
Nil
Inception02 Jan 2013
AMCSundaram MF
Top Holdings
1HDFC Bank Ltd.Bank6.35%
2ICICI Bank Ltd.Bank5.99%
3Reliance Industries Ltd.Crude Oil5.27%
4Axis Bank Ltd.Bank5.06%
5State Bank Of IndiaBank4.29%
6Kirloskar Oil Engines Ltd.Automobile & Ancillaries4.09%
7Infosys Ltd.IT3.53%
8Larsen & Toubro Ltd.Infrastructure3.15%
9NTPC Ltd.Power3.10%
10Bharti Airtel Ltd.Telecom2.82%
Sector Allocation
Bank27.2%
Automobile & Ancillaries15.1%
IT8.3%
FMCG8.0%
Crude Oil7.4%
Power4.7%
Healthcare4.6%
Gas Transmission3.6%
Infrastructure3.1%
Telecom2.8%
Iron & Steel2.5%
Miscellaneous2.3%
Finance2.0%
Diversified1.7%
Mining1.5%
Retailing1.5%
Consumer Durables1.1%
Chemicals0.9%
Construction Materials0.9%
Insurance0.8%
On This Page
NAV growthAsset allocationTop holdings
Similar Funds
Quant ELSS Tax Saver Fund - Growth - Direct PlanQuant MF+9.73%Quant ELSS Tax Saver Fund - IDCW - Direct PlanQuant MF+9.73%Quant ELSS Tax Saver Fund - GrowthQuant MF+8.65%Quant ELSS Tax Saver Fund - IDCWQuant MF+8.65%Motilal Oswal ELSS Tax Saver Fund - Growth - Direct Plan—+7.28%
Compare With

Quant ELSS Tax Saver Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram Diversified Equity - Dividend Payout - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.25%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.75%
Nil
Nil
₹100from this fund's primary plan
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme