Sep 19, 2024
To primarily achieve capital appreciation. Income generation would be the secondary consideration.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Diversified Equity (G) | 4.05 | 18.8 | 26.91 | 14.87 |
| Benchmark - S&P BSE 200 | 5.42 | 0.04 | 5.82 | 4.49 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | 3.49 | 24.98 | 38.13 | 19.3 |
| Category Rank | 1/1 | 1/1 | 1/1 | 1/1 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| SBI Long Term Advantage Fund - Series IV (IDCW) | 43.2839 | 0.79 | 37.77 | 19.99 | 32.65 | 243.46 | 2.75 | 500.00 | invest |
| SBI Long Term Advantage Fund - Series IV (G) | 51.0907 | 0.79 | 37.77 | 19.99 | 32.65 | 243.46 | 2.75 | 500.00 | invest |
| UTI-ELSS Tax Saver Fund (G) | 217.9644 | 0.46 | 34.08 | 14.37 | 22.12 | 4,121.16 | 1.86 | 500.00 | invest |
| UTI-ELSS Tax Saver Fund (IDCW) | 41.6401 | 0.46 | 34.08 | 14.37 | 22.12 | 4,121.16 | 1.86 | 500.00 | invest |
| Sundaram ELSS Tax Saver Fund - Regular (IDCW-H) | 429.2792 | -3.54 | 25.87 | 15.16 | 21.35 | 1,411.24 | 2.20 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Aug 31, 2024 | 125.58 | 7.50 | 1.31 |
|
| Equity-ICICI Bank | Aug 31, 2024 | 108.54 | 6.48 | 1.18 |
|
| Equity-Reliance Industr | Aug 31, 2024 | 96.62 | 5.77 | -3.05 |
|
| Equity-Infosys | Aug 31, 2024 | 76.00 | 4.54 | -2.68 |
|
| Equity-Sun Pharma.Inds. | Aug 31, 2024 | 59.39 | 3.55 | 5.95 |
|
| Equity-Larsen & Toubro | Aug 31, 2024 | 57.96 | 3.46 | -2.89 |
|
| Equity-TCS | Aug 31, 2024 | 52.25 | 3.12 | 3.84 |
|
| Equity-Tata Motors | Aug 31, 2024 | 50.79 | 3.03 | -3.92 |
|
| Equity-Axis Bank | Aug 31, 2024 | 49.24 | 2.94 | 0.78 |
|
| Equity-Bharti Airtel | Aug 31, 2024 | 48.31 | 2.89 | 6.54 |
|
Sundaram Mutual Fund has announced 24 September 2024 as the record date for...
Sundaram Mutual Fund has announced 19 September 2024 as the record date for...
Sundaram Mutual Fund has announced 17 September 2024 as the record date for...
Sundaram Mutual Fund has announced 11 September 2024 as the record date for...
Sundaram Mutual Fund has announced 16 August 2024 as the record date for th...
Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Diversified Equity (G) |
| Contact Persone | : | Sudhir Kedia |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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