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Sundaram Diversified Equity - Direct (D) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 16 Jan 2018 15.26 -0.14
(-0.91%)

Asset Type

Asset Allocation
CBLO 1.32
Equity 98.87
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 540,953 101.29 3.95 2.35
Reliance Inds. Refineries 865,000 79.67 3.11 5.82
The Ramco Cement Cement - South India 1,010,287 79.37 3.10 13.58
Bajaj Fin. Finance & Investments 414,144 72.75 2.84 -9.73
Larsen & Toubro Engineering - Turnkey Services 481,471 60.58 2.36 16.55
M & M Automobiles - Passenger Cars 789,380 59.29 2.31 8.69
› More

Sector Allocation

You can check out the sectoral allocation of the investments made for that scheme by the mutual fund in this Piechart as on the date selected.

Sector Name
Abrasives And Grinding Wheels 1.31
Auto Ancillaries 1.87
Automobiles - LCVs / HCVs 1.13
Automobiles - Motorcycles / Mopeds 1.83
Automobiles - Passenger Cars 2.31
Automobiles - Scooters And 3 - Wheelers 0.99
Banks - Private Sector 10.22
Banks - Public Sector 4.25

Top Holdings

You can check out the Top Holdings of the investments made for that scheme by the mutual fund in
this Piechart as on the date selected.

Company Name
A B B 1.35
Apollo Hospitals 1.08
Arvind Ltd 1.85
Aurobindo Pharma 0.68
B P C L 0.99
Bajaj Auto 0.99
Bajaj Fin. 2.84
Bajaj Finserv 1.46