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Sundaram Diversified Equity (G) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 20 Feb 2018 101.98 -0.05
(-0.05%)

Asset Type

Asset Allocation
CBLO 4.77
Equity 98.41
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 560,939 112.51 4.24 0.51
Larsen & Toubro Engineering - Turnkey Services 601,068 85.14 3.21 5.4
Reliance Inds. Refineries 865,000 83.15 3.13 -0.66
The Ramco Cement Cement - South India 1,010,287 76.61 2.89 3.4
Bajaj Fin. Finance & Investments 414,144 69.49 2.62 -11.49
Quess Corp Computers - Software - Medium / Small 694,000 68.31 2.57 6.37
› 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 1.19
Auto Ancillaries 1.95
Automobiles - LCVs / HCVs 1.00
Automobiles - Motorcycles / Mopeds 1.73
Automobiles - Passenger Cars 2.27
Automobiles - Scooters And 3 - Wheelers 0.96
Banks - Private Sector 9.51
Banks - Public Sector 4.65

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 1.51
Apollo Hospitals 1.01
Arvind Ltd 1.64
Aurobindo Pharma 0.60
B P C L 0.91
Bajaj Auto 0.96
Bajaj Fin. 2.62
Bank of Baroda 0.95