Apr 17, 2025
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) | 7 | -4.59 | 8.11 | 12.06 |
| Benchmark - S&P BSE 200 | 5.42 | 0.04 | 5.82 | 4.49 |
| Category Average - BEST ELSS/TAX SAVER FUNDS | 6.88 | -9.01 | 6.86 | 14.62 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| ICICI Pru Long Term Wealth Enhancement Fund (IDCW) | 27.2100 | 1.95 | 11.02 | 19.07 | 26.50 | 37.80 | 1.39 | 500.00 | invest |
| ICICI Pru Long Term Wealth Enhancement Fund (G) | 27.2100 | 1.95 | 11.02 | 19.07 | 26.50 | 37.80 | 1.39 | 500.00 | invest |
| ICICI Pru ELSS Tax Saver Fund - (IDCW) | 23.5900 | 1.77 | 11.55 | 14.12 | 23.53 | 13,632.70 | 1.73 | 500.00 | invest |
| ICICI Pru ELSS Tax Saver Fund - (G) | 887.2500 | 1.77 | 11.66 | 14.20 | 23.58 | 13,632.70 | 1.73 | 500.00 | invest |
| Sundaram LT Tax Advantage Fund - Sr.I (G) | 30.9664 | 0.01 | 0.00 | 0.00 | 0.00 | 19.18 | 1.44 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Mar 31, 2025 | 132.36 | 9.27 | 5.53 |
|
| Equity-ICICI Bank | Mar 31, 2025 | 119.06 | 8.34 | 11.98 |
|
| Equity-Reliance Industr | Mar 31, 2025 | 64.27 | 4.50 | 6.25 |
|
| Reverse Repo-TREPS | Mar 31, 2025 | 60.06 | 4.21 | -6.27 |
|
| Equity-Larsen & Toubro | Mar 31, 2025 | 54.64 | 3.83 | 10.38 |
|
| Equity-Bharti Airtel | Mar 31, 2025 | 48.54 | 3.40 | 10.39 |
|
| Equity-Infosys | Mar 31, 2025 | 48.06 | 3.37 | -21.76 |
|
| Equity-Axis Bank | Mar 31, 2025 | 46.17 | 3.23 | 8.51 |
|
| Equity-St Bk of India | Mar 31, 2025 | 45.90 | 3.22 | 12.01 |
|
| Equity-Interglobe Aviat | Mar 31, 2025 | 37.85 | 2.65 | 1.86 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
| 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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