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Sundaram Diversified Equity Fund Growth INF903J01538

NAV / 1-Day Return
200.96 / 0.02%
Total Assets
14.7 Bil
Inception Date
Nov 22, 1999
Expense Ratio
2.210%
Fee Level
Load
Multiple
Category
India Fund ELSS (Tax Savings)
Investment Style
Large Growth
Minimum Initial Investment
500
Status
Limited
TTM Yield
0.00%
Turnover
15%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
3.12 6.84 38.44 -10.61 6.17 9.85 31.53 4.03 23.31 12.03 -5.69
Category
3.20 4.46 38.50 -6.49 8.04 16.21 31.86 2.32 27.92 19.91 N/A
Index
-0.18 5.37 34.97 0.82 10.38 17.92 29.11 5.67 24.48 14.72 -5.25
Quartile Rank
Quartile Rank is second Quartile Rank is first Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is fourth Quartile Rank is third Quartile Rank is second Quartile Rank is fourth Quartile Rank is fourth
Percentile Rank
50 25 53 83 62 86 61 39 84 87
# of Invest. in Cat.
146 172 239 233 226 224 224 212 206 219
Category Name
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)
IN033 India Fund ELSS (Tax Savings)


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 97.10 0.00 97.10 96.02 100.00
Fixed Income 0.00 0.00 0.00 0.04 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 2.90 0.47 3.36 4.03 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Nov 22, 1999
Number of Managers
2
Longest Tenure
4.0 Years
Average Tenure
3.5 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Feb 24, 2021 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
62 0
Bond Holding
0 0
Other Holding
1 1
Total Holding
63 1
Equity Holdings
62
Bond Holdings
0
Other Holdings
1
Total Holdings
63
% Assets in Top 10 Holdings
43
Reported Turnover %
15.06
As of 03 / 31 / 24
Active Share
45.49
Women Directors %
18
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
8.38 Mar 31, 2013 1,229,895,000
INR Indian Rupee
23.26 Financial Services
7.54 Nov 30, 2011 1,106,222,400
INR Indian Rupee
21.83 17.61 Financial Services
4.66 Nov 30, 2016 684,247,200
INR Indian Rupee
9.42 24.21 Narrow Technology
4.34 Apr 30, 2012 637,610,400
INR Indian Rupee
-16.39 18.87 Energy
3.80 May 31, 2018 558,105,460
INR Indian Rupee
-1.08 Industrials
3.37 Oct 31, 2019 494,395,200
INR Indian Rupee
44.74 Communication Services
3.21 Jul 31, 2020 471,832,102
INR Indian Rupee
-4.77 23.58 Wide Technology
2.87 Aug 31, 2020 421,230,500
INR Indian Rupee
-2.40 8.86 Financial Services
2.81 May 31, 2018 413,175,900
INR Indian Rupee
-4.81 Financial Services
2.50 Apr 30, 2019 367,598,400
INR Indian Rupee
14.73 35.34 Basic Materials
Holdings as of Jan 31, 2025 | The top 63 largest holdings are available for display across Equity, Bond and Other.


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