Sundaram Diversified Equity Fund Growth

Very High Risk
Equity
ELSS (Tax Savings)

NAV as on Dec 24, 2025

Price per unit of the scheme.

₹ 227.1488-0.30%1 Day Change

0.75%

Minimum Investment₹500

Expense Ratio2.15%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

Scheme Rating

*Morningstar Rating Methodology i

RISK-O-METER

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

FUND 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.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Sundaram Diversified Equity Fund Growth

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

RETURN CALCULATOR

Check the return on your investment in the fund

Sundaram Diversified Equity Fund Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

IISL Nifty 500 TR INR

Expense Ratio

2.15%

Category Avg Expense Ratio

0.86%

Minimum Investment (Lumpsum/SIP)

₹ 500 /₹ 1000

Lock In (Years)

Fund Size

₹ 1,483.79 Cr(As on Nov, 2025)

Inception Date

Nov 22, 1999

Turnover

16.00 %

Exit Load

Nil

ABOUT 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 Fund Growth is an Equity - ELSS (Tax Savings) fund. The fund was launched inNov 22, 1999. Its risk level is . The NAV of the fund as onDec 24, 2025 is ₹227.15. Its expense ratio is 2.15 %. The fund has an AUM of ₹1,483.79 Cr.The fund is managed bySudhir Kedia,Rohit Seksaria,Bharath Subramanian.
The minimum initial investment is ₹500 in Lumpsum mode.

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FUND MANAGER

Sudhir Kedia

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₹ 13,620.87 Cr
Highest Return In 1 Yr8.43 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 241.16

0.79%

0.16%

Very High Risk

₹1,483.79Cr

Sundaram Large Cap Fund Dir Gr

₹ 23.44

0.22%

0.44%

Very High Risk

₹3,358.25Cr

Sundaram Focused Fund- Direct Plan - Growth Option

₹ 181.47

0.83%

0.41%

Very High Risk

₹1,102.59Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 241.16
Fund Size₹1,483.79Cr

Fund Return0.79%

Category Return0.16%

Sundaram Large Cap Fund Dir Gr

Very High Risk--

NAV₹ 23.44
Fund Size₹3,358.25Cr

Fund Return0.22%

Category Return0.44%

Sundaram Focused Fund- Direct Plan - Growth Option

Very High Risk

NAV₹ 181.47
Fund Size₹1,102.59Cr

Fund Return0.83%

Category Return0.41%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Rohit Seksaria

Lead Fund Manager.

Feb 24, 2021 - Present

Schemes managed10
Total AUM₹ 16,745.51 Cr
Highest Return In 1 Yr24.85 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

₹ 124.10

0.76%

0.42%

Very High Risk

₹1,666.15Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 241.16

0.79%

0.16%

Very High Risk

₹1,483.79Cr

Sundaram Equity Savings - Direct Plan - Growth Option

₹ 84.31

0.37%

0.13%

Moderate Risk

₹1,201.14Cr

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Very High Risk

NAV₹ 124.10
Fund Size₹1,666.15Cr

Fund Return0.76%

Category Return0.42%

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 241.16
Fund Size₹1,483.79Cr

Fund Return0.79%

Category Return0.16%

Sundaram Equity Savings - Direct Plan - Growth Option

Moderate Risk

NAV₹ 84.31
Fund Size₹1,201.14Cr

Fund Return0.37%

Category Return0.13%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Bharath Subramanian

Lead Fund Manager.

Jun 2, 2025 - Present

Schemes managed2
Total AUM₹ 2,894.32 Cr
Highest Return In 1 Yr8.19 %

Other Funds

table
card

Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size

Sundaram Diversified Equity - Direct Plan - Growth Option

₹ 241.16

0.79%

0.16%

Very High Risk

₹1,483.79Cr

Sundaram Tax Savings Fund - Direct Plan - Growth

₹ 565.25

0.74%

0.16%

Very High Risk

₹1,410.54Cr

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

NAV₹ 241.16
Fund Size₹1,483.79Cr

Fund Return0.79%

Category Return0.16%

Sundaram Tax Savings Fund - Direct Plan - Growth

Very High Risk

NAV₹ 565.25
Fund Size₹1,410.54Cr

Fund Return0.74%

Category Return0.16%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Nov, 2025

EQUITY (97.96%)

DEBT (-%)

CASH (2.04%)

Allocation by Market Cap

Large Cap(68.06%)

Mid Cap(11.53%)

Small Cap(16.70%)

Industry Holdings

Banks Regional25.84%
Information Technology Services8.35%
Oil Gas Refining Marketing7.58%
Auto Manufacturers5.89%
Building Materials5.32%
Drug Manufacturers Specialty Generic4.63%

Stock Holdings

HDFC Bank Ltd8.79%
Reliance Industries Ltd6.25%
ICICI Bank Ltd5.46%
Axis Bank Ltd4.48%
Bharti Airtel Ltd4.39%
Infosys Ltd4.21%

PERFORMANCE 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.
----

HISTORICAL 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.
-1.16
This Fund
VS
1.61
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.
94.05
This Fund
VS
89.05
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.
0.84
This Fund
VS
0.94
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.
0.54
This Fund
VS
0.75
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.
0.84
This Fund
VS
1.22
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.
11.37
This Fund
VS
13.01
Category Avg

Benchmark used in calculation : S&P BSE 500 India TR INR

PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth ₹ 76,663.30 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.

Phone

+91 44 28583362/3367

rahulm@sundarammutual.com

AUM

₹ 76,663.30 Cr (

As on Nov 30, 2025

)

Address

Sundaram Towers, Chennai,600 014

FAQ's

What is the category of Sundaram Diversified Equity Fund Growth ?

The category of Sundaram Diversified Equity Fund Growth is Equity - ELSS (Tax Savings)

What is the current NAV of Sundaram Diversified Equity Fund Growth ?

The current NAV of Sundaram Diversified Equity Fund Growth as on Dec 24, 2025 is ₹227.15

How safe is Sundaram Diversified Equity Fund Growth ?

The risk level of Sundaram Diversified Equity Fund Growth is Very High.

What are short term returns given by Sundaram Diversified Equity Fund Growth ?

The return given by Sundaram Diversified Equity Fund Growth in 1 month is 0.75%, 3 months is 2.62%, 6 months is 3.65%, and 1 year is 6.67%

What are the long term returns given by Sundaram Diversified Equity Fund Growth ?

The return given by Sundaram Diversified Equity Fund Growth in 3 years is 14.66% and 5 years is 15.53%.

What is the expense ratio of Sundaram Diversified Equity Fund Growth ?

The expense ratio of Sundaram Diversified Equity Fund Growth is 2.15%

What is the AUM of Sundaram Diversified Equity Fund Growth ?

The assets under Management (AUM) of Sundaram Diversified Equity Fund Growth is Rs 1,483.79 crores.

What is the minimum investment in Sundaram Diversified Equity Fund Growth ?

The minimum Lumpsum investment in Sundaram Diversified Equity Fund Growth is ₹500.00 and the minimum SIP investment in Sundaram Diversified Equity Fund Growth is ₹1,000.00

What is the asset allocation of Sundaram Diversified Equity Fund Growth?

Sundaram Diversified Equity Fund Growth has an exposure of 97.96% in Equity and 2.04% in Cash & Money Market Securities