Dec 01, 2023
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) | 6.88 | 12.63 | 12.21 | 18.94 |
| Benchmark - S&P BSE 200 | 5.42 | 0.04 | 5.82 | 4.49 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | 8.29 | 17.37 | 18.58 | 22.79 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Bank of India Tax Advantage Fund (G) | 128.3500 | 1.40 | 23.15 | 23.10 | 21.72 | 860.31 | 2.26 | 500.00 | invest |
| Bank of India Tax Advantage Fund - Eco (G) | 138.2600 | 1.39 | 23.49 | 23.48 | 22.28 | 860.31 | 2.01 | 500.00 | invest |
| Shriram Long Term Equity Fund (IDCW) | 18.6086 | 1.33 | 14.00 | 14.72 | 0.00 | 38.43 | 0.00 | 500.00 | invest |
| Shriram Long Term Equity Fund (G) | 18.6195 | 1.33 | 14.00 | 14.72 | 0.00 | 38.43 | 0.00 | 500.00 | invest |
| HDFC ELSS Tax Saver Fund (IDCW) | 66.3560 | -97.93 | 20.36 | 25.93 | 15.10 | 11,271.61 | 1.75 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Oct 31, 2023 | 143.07 | 9.27 | -3.26 |
|
| Equity-ICICI Bank | Oct 31, 2023 | 107.83 | 6.99 | -3.84 |
|
| Equity-Reliance Industr | Oct 31, 2023 | 105.24 | 6.82 | -2.43 |
|
| Equity-Infosys | Oct 31, 2023 | 78.00 | 5.05 | -4.67 |
|
| Equity-St Bk of India | Oct 31, 2023 | 48.92 | 3.17 | -22.97 |
|
| Equity-Axis Bank | Oct 31, 2023 | 47.42 | 3.07 | -5.29 |
|
| Equity-Larsen & Toubro | Oct 31, 2023 | 45.82 | 2.97 | -3.13 |
|
| Equity-Sun Pharma.Inds. | Oct 31, 2023 | 42.24 | 2.74 | -6.05 |
|
| Equity-TCS | Oct 31, 2023 | 39.08 | 2.53 | -4.53 |
|
| Equity-ICRA | Oct 31, 2023 | 36.57 | 2.37 | -0.45 |
|
Sundaram Mutual Fund has announced 17 November 2023 as the record date for ...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 03 November 2023 as the record date for ...
Sundaram Mutual Fund has announced 27 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 20 October 2023 as the record date for t...
Sundaram Mutual Fund has announced 17 October 2023 as the record date for t...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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