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sundaram diversified equity - direct plan - growth option
Sundaram Diversified Equity - Direct Plan - Growth Option

Sundaram Diversified Equity - Direct Plan - Growth Option

  • Very High Risk
  • Equity
  • ELSS (Tax Savings)
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NAV as on Jun 25, 2026
i
Price per unit of the scheme.
₹ 226.9057-0.25%1 Day Change
1.55%
Minimum Investment₹500
Expense Ratio1.57%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Diversified Equity - Direct Plan - Growth Option
VS
Equity: ELSS (Tax Savings) Average NAV
    Topper in Equity: ELSS (Tax Savings)
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty 500 TR INR
    Expense Ratio
    1.57%
    Category Avg Expense Ratio
    0.86%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 1000
    Lock In (Years)
    3
    Fund Size
    ₹ 1,284.20 Cr(As on May, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    16.00 %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    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.

    Sundaram Diversified Equity - Direct Plan - Growth Option is an Equity - ELSS (Tax Savings) fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJun 25, 2026 is ₹226.91. Its expense ratio is 1.57 %. The fund has an AUM of ₹1,284.20 Cr.The fund is managed bySudhir Kedia,Rohit Seksaria,Bharath Subramanian,Shalav Saket,Dwijendra Srivastava,S. Bharath,Sandeep Agarwal,Siddarth Mohta.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Sudhir Kedia
    Sudhir Kedia
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank25Out of 40
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed7
    • Total AUM₹ 12,397.21 Cr
    • Highest Return In 1 Yr1.91 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 226.91
    1.55%
    0.58%
    Very High Risk
    ₹1,284.20Cr
    Sundaram Large Cap Fund Dir Gr
    --
    ₹ 22.55
    2.72%
    1.03%
    Very High Risk
    ₹3,000.75Cr
    Sundaram Focused Fund- Direct Plan - Growth Option
    ₹ 180.03
    3.51%
    1.94%
    Very High Risk
    ₹1,016.14Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 226.91
    • Fund Size₹1,284.20Cr
    Fund Return1.55%
    Category Return0.58%
    Sundaram Large Cap Fund Dir Gr
    Very High Risk--
    • NAV₹ 22.55
    • Fund Size₹3,000.75Cr
    Fund Return2.72%
    Category Return1.03%
    Sundaram Focused Fund- Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 180.03
    • Fund Size₹1,016.14Cr
    Fund Return3.51%
    Category Return1.94%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Rohit Seksaria
    Rohit Seksaria
    i
    Lead Fund Manager.
    Feb 24, 2021 - Present
    • Schemes managed12
    • Total AUM₹ 20,536.00 Cr
    • Highest Return In 1 Yr23.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 124.20
    3.35%
    4.02%
    Very High Risk
    ₹1,590.29Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 226.91
    1.55%
    0.58%
    Very High Risk
    ₹1,284.20Cr
    Sundaram Equity Savings - Direct Plan - Growth Option
    ₹ 83.37
    0.93%
    0.97%
    Moderate Risk
    ₹1,064.37Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 124.20
    • Fund Size₹1,590.29Cr
    Fund Return3.35%
    Category Return4.02%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 226.91
    • Fund Size₹1,284.20Cr
    Fund Return1.55%
    Category Return0.58%
    Sundaram Equity Savings - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 83.37
    • Fund Size₹1,064.37Cr
    Fund Return0.93%
    Category Return0.97%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Bharath Subramanian
    Bharath Subramanian
    i
    Lead Fund Manager.
    Jun 2, 2025 - Present
    • Schemes managed2
    • Total AUM₹ 2,547.56 Cr
    • Highest Return In 1 Yr-1.81 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 226.91
    1.55%
    0.58%
    Very High Risk
    ₹1,284.20Cr
    Sundaram Tax Savings Fund - Direct Plan - Growth
    ₹ 533.95
    1.37%
    1.70%
    Very High Risk
    ₹1,263.36Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 226.91
    • Fund Size₹1,284.20Cr
    Fund Return1.55%
    Category Return0.58%
    Sundaram Tax Savings Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 533.95
    • Fund Size₹1,263.36Cr
    Fund Return1.37%
    Category Return1.70%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shalav Saket
    Shalav Saket
    i
    Lead Fund Manager.
    Mar 20, 2026 - Present
    • Schemes managed16
    • Total AUM₹ 53,714.61 Cr
    • Highest Return In 1 Yr23.03 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 99.62
    1.57%
    2.14%
    Very High Risk
    ₹1,387.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 428.83
    2.87%
    2.00%
    Very High Risk
    ₹2,806.80Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,613.22
    1.71%
    1.34%
    Very High Risk
    ₹13,686.66Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 99.62
    • Fund Size₹1,387.62Cr
    Fund Return1.57%
    Category Return2.14%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 428.83
    • Fund Size₹2,806.80Cr
    Fund Return2.87%
    Category Return2.00%
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,613.22
    • Fund Size₹13,686.66Cr
    Fund Return1.71%
    Category Return1.34%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Mar 20, 2026 - Present
    • Schemes managed16
    • Total AUM₹ 29,760.72 Cr
    • Highest Return In 1 Yr6.74 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 80.36
    1.49%
    1.70%
    Moderate Risk
    ₹34.62Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 46.10
    1.60%
    1.52%
    Moderate Risk
    ₹279.56Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 183.69
    1.14%
    1.45%
    High Risk
    ₹8,629.36Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 80.36
    • Fund Size₹34.62Cr
    Fund Return1.49%
    Category Return1.70%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 46.10
    • Fund Size₹279.56Cr
    Fund Return1.60%
    Category Return1.52%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 183.69
    • Fund Size₹8,629.36Cr
    Fund Return1.14%
    Category Return1.45%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    May 11, 2026 - Present
    • Schemes managed11
    • Total AUM₹ 45,453.93 Cr
    • Highest Return In 1 Yr7.33 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,613.22
    1.71%
    1.34%
    Very High Risk
    ₹13,686.66Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 183.69
    1.14%
    1.45%
    High Risk
    ₹8,629.36Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.56
    0.81%
    1.34%
    Moderately High risk
    ₹18.56Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,613.22
    • Fund Size₹13,686.66Cr
    Fund Return1.71%
    Category Return1.34%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 183.69
    • Fund Size₹8,629.36Cr
    Fund Return1.14%
    Category Return1.45%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.56
    • Fund Size₹18.56Cr
    Fund Return0.81%
    Category Return1.34%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Agarwal
    Sandeep Agarwal
    i
    Lead Fund Manager.
    May 11, 2026 - Present
    • Schemes managed13
    • Total AUM₹ 26,586.37 Cr
    • Highest Return In 1 Yr6.38 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 80.36
    1.49%
    1.70%
    Moderate Risk
    ₹34.62Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 46.10
    1.60%
    1.52%
    Moderate Risk
    ₹279.56Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 183.69
    1.14%
    1.45%
    High Risk
    ₹8,629.36Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 80.36
    • Fund Size₹34.62Cr
    Fund Return1.49%
    Category Return1.70%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 46.10
    • Fund Size₹279.56Cr
    Fund Return1.60%
    Category Return1.52%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 183.69
    • Fund Size₹8,629.36Cr
    Fund Return1.14%
    Category Return1.45%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Siddarth Mohta
    Siddarth Mohta
    i
    Lead Fund Manager.
    May 11, 2026 - Present
    • Schemes managed3
    • Total AUM₹ 3,111.34 Cr
    • Highest Return In 1 Yr9.74 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Dividend Yield Fund - Direct Plan - Growth Option
    ₹ 143.81
    -1.11%
    0.41%
    Very High Risk
    ₹830.10Cr
    Sundaram Infrastructure Advantage Fund Direct Growth
    ₹ 111.59
    0.89%
    1.87%
    Very High Risk
    ₹997.04Cr
    Sundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 226.91
    1.55%
    0.58%
    Very High Risk
    ₹1,284.20Cr
    Sundaram Dividend Yield Fund - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 143.81
    • Fund Size₹830.10Cr
    Fund Return-1.11%
    Category Return0.41%
    Sundaram Infrastructure Advantage Fund Direct Growth
    Very High Risk
    • NAV₹ 111.59
    • Fund Size₹997.04Cr
    Fund Return0.89%
    Category Return1.87%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 226.91
    • Fund Size₹1,284.20Cr
    Fund Return1.55%
    Category Return0.58%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2026
    EQUITY (95.43%)
    DEBT (-%)
    CASH (4.57%)
    Allocation by Market Cap
    Large Cap(62.87%)
    Mid Cap(10.56%)
    Small Cap(22.00%)
    Industry Holdings
    • Banks Regional26.20%
    • Information Technology Services7.46%
    • Oil Gas Refining Marketing7.10%
    • Utilities Regulated Electric5.66%
    • Building Materials5.39%
    • Auto Manufacturers4.62%
    Stock Holdings
    • HDFC Bank Ltd6.91%
    • Reliance Industries Ltd5.61%
    • ICICI Bank Ltd5.18%
    • Axis Bank Ltd5.01%
    • State Bank of India3.98%
    • Kirloskar Oil Engines Ltd3.85%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -2.85
      This Fund
      VS
      2.68
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      95.03
      This Fund
      VS
      89.67
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.92
      This Fund
      VS
      0.98
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.28
      This Fund
      VS
      0.62
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.39
      This Fund
      VS
      0.98
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.56
      This Fund
      VS
      15.96
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 77,635.36 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 77,635.36 Cr (
    As on May 31, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The category of Sundaram Diversified Equity - Direct Plan - Growth Option is Equity - ELSS (Tax Savings)
    What is the current NAV of Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The current NAV of Sundaram Diversified Equity - Direct Plan - Growth Option as on Jun 25, 2026 is ₹226.91
    How safe is Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The risk level of Sundaram Diversified Equity - Direct Plan - Growth Option is Very High.
    What are short term returns given by Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The return given by Sundaram Diversified Equity - Direct Plan - Growth Option in 1 month is 1.55%, 3 months is 4.93%, 6 months is -5.91%, and 1 year is -2.88%
    What are the long term returns given by Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The return given by Sundaram Diversified Equity - Direct Plan - Growth Option in 3 years is 10.29% and 5 years is 10.66%.
    What is the expense ratio of Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The expense ratio of Sundaram Diversified Equity - Direct Plan - Growth Option is 1.57%
    What is the AUM of Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Diversified Equity - Direct Plan - Growth Option is Rs 1,284.20 crores.
    What is the minimum investment in Sundaram Diversified Equity - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Diversified Equity - Direct Plan - Growth Option is ₹500.00 and the minimum SIP investment in Sundaram Diversified Equity - Direct Plan - Growth Option is ₹1,000.00
    What is the asset allocation of Sundaram Diversified Equity - Direct Plan - Growth Option?
    Sundaram Diversified Equity - Direct Plan - Growth Option has an exposure of 95.43% in Equity and 4.57% in Cash & Money Market Securities

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