Item: Sundaram Diversified Equity - Direct Plan - Growth Option
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Diversified Equity - Direct Plan - Growth Option

105.270 (0.017%)

NAV on November 27, 2019

Category Equity:
ELSS (Tax Savings)

Investment StyleBox

Large Growth

Total Assets 2,632 cr

Turnover Ratio 62.82%

Expense Ratio 1.68%

Exit Load -

Returns

Min Investment 500

Buy Now Start SIP

Fund Manager S Krishnakumar (Since over 4 years) Dwijendra Srivastava (Since almost 2 years) Rohit Seksaria (Since almost 2 years)

ISIN INF903J01NN3

Fund Family Sundaram

P/E Ratio 28.45

P/B Ratio 3.62

Launch Date January 01, 2013

Benchmark S&P BSE 200 India TR INR

Financial 35.64%

Industrial 17.52%

Technology 7.69%

Basic Materials 7.81%

Consumer Cyclical 11.04%

Utilities Services 0.0%

Healthcare Services 1.72%

Energy Services 6.93%

Communication Services 2.94%

Consumer Defensive 8.71%

Real Estate 0.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Axis Long Term Equity Fund Direct Plan Growth Option	52.554	18.32%	21,492 cr	0.92%	Above Average
Tata India Tax Savings Fund Growth Direct Plan	20.517	18.27%	2,009 cr	0.64%	High
Mirae Asset Tax Saver Fund -Direct Plan-Growth	20.009	17.67%	2,671 cr	0.30%	Average
DSP Tax Saver Fund - Direct Plan - Growth	54.044	17.44%	6,103 cr	0.85%	Average
Motilal Oswal Long Term Equity Fund - Direct Plan - Growth	19.868	16.05%	1,584 cr	0.87%	Average
Invesco India Tax Plan - Direct Plan - Growth	58.840	12.10%	962 cr	1.32%	Average
Aditya Birla Sun Life Tax Relief 96 Growth Direct Plan	34.300	8.58%	9,814 cr	—	Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Long Term Equity Fund Direct Plan Growth Option	52.554	18.32%	21,492 cr	0.92%	Above Average
Tata India Tax Savings Fund Growth Direct Plan	20.517	18.27%	2,009 cr	0.64%	High
Mirae Asset Tax Saver Fund -Direct Plan-Growth	20.009	17.67%	2,671 cr	0.3%	Average
DSP Tax Saver Fund - Direct Plan - Growth	54.044	17.44%	6,103 cr	0.85%	Average
BNP Paribas Long Term Equity Fund Direct Plan Growth Option	42.895	16.98%	478 cr	1.25%	Average
JM Tax Gain Fund (Direct) - Growth Option	19.704	16.50%	35 cr	—	High
Motilal Oswal Long Term Equity Fund - Direct Plan - Growth	19.868	16.05%	1,584 cr	0.87%	Average