Sundaram Diversified Equity (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 1570.53
NAV 20 Apr 2018 104.66 0.04
(0.04%)

NAV High-Low (in Rs)

ONE Mth 2520.87
2520.87
52-WEEk 1619.54
2653.08

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes 0.98 5.93 3.01 12.49 12.98
Sensex 0.65 4.3 6.25 16.97 23.41
Nifty 0.8 4.34 4.11 15.63 25.05

Fund Features

Types of Scheme Growth
Options Equity
Assets Size (Rs in Cr) 1570.53 (31 Dec 10)
Inception Date 12 Nov 99
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 Mar 2018
Category Share (%)
CBLO 0.49
Equity 95.74
Indian Mutual Funds 3.57
Net CA & Others 0.21
Rights 0.02
› More
   As On 31 Mar 2018
Sector Name Amount
Abrasives And Grinding Wheels 1.23
Auto Ancillaries 1.90
Automobiles - LCVs / HCVs 1.05
Automobiles - Motorcycles / Mopeds 1.74
Automobiles - Passenger Cars 2.31
Banks - Private Sector 9.93
Banks - Public Sector 2.94
Bearings 1.10
› More
   As On 31 Mar 2018
Company Name
HDFC Bank 4.12
TCS 3.44
Bajaj Fin. 2.90
The Ramco Cement 2.90
Quess Corp 2.83
M & M 2.31
Cholaman.Inv.&Fn 2.15
Yes Bank 1.99
› 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