Sundaram Diversified Equity - Direct (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 1423.80
NAV 19 Jan 2018 111.50 1.00
(0.90%)

NAV High-Low (in Rs)

ONE Mth 2563.24
2563.24
52-WEEk 1382.07
2563.24

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 3.1 10.83 33.58 14.8
Sensex 2.74 5.47 11.77 32.42 23.42
Nifty 2.09 4.51 10.6 31.34 25.16

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 1423.80 (31 Jan 13)
Inception Date 01 Jan 13
Fund Manager S Krishnakumar

Investment Details

Minimum Investment 500.00
Purchase Redemption DAILY
Last Dividend paid (Rs)
Entry Load 0.00%
EXIT Load 0.00.

Fund Activity

   As On 31 Dec 2017
Category Share (%)
CBLO 1.32
Equity 98.87
› More
   As On 31 Dec 2017
Sector Name Amount
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
› More
   As On 31 Dec 2017
Company Name
HDFC Bank 3.95
Reliance Inds. 3.11
The Ramco Cement 3.10
Bajaj Fin. 2.84
Larsen & Toubro 2.36
M & M 2.31
Siemens 2.19
ICICI Bank 2.08
› More

Fund DETAILS

Asset Management Co.

Registered Address

Sundaram Asset Management Company Ltd,

Sundaram Towers 2nd Floor
46 White Road Royapettah
Chennai 600 014

Phone: 044-2858 3362 / 3367 | Fax: 044-2858 3156

Email: rahulm@sundarammutual.com

Website: www.sundarammutual.com