Markets » Mutual Funds » Asset Allocation

Sundaram Diversified Equity - Direct (G) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Tax Planning

NAV 18 Jul 2018 102.36 -0.68
(-0.66%)

Asset Type

Asset Allocation
CBLO 1.85
Equity 97.26
Indian Mutual Funds 1.14
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 552,736 116.54 4.44 12.55
Bajaj Fin. Finance & Investments 455,547 104.61 3.99 31.34
ICICI Bank Banks - Private Sector 3,737,392 102.93 3.92 -9.67
Quess Corp Computers - Software - Medium / Small 694,000 79.19 3.02 1.52
M & M Automobiles - Passenger Cars 840,300 75.43 2.87 13.39
The Ramco Cement Cement - South India 1,060,287 74.47 2.84 -24.41
› 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 1.17
Auto Ancillaries 2.12
Automobiles - LCVs / HCVs 1.86
Automobiles - Motorcycles / Mopeds 1.64
Automobiles - Passenger Cars 2.87
Banks - Private Sector 15.43
Banks - Public Sector 3.74
Bearings 1.13

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 1.09
Apollo Hospitals 0.96
Arvind Ltd 1.60
Aurobindo Pharma 0.70
Axis Bank 1.95
Bajaj Fin. 3.99
Bank of Baroda 0.69
Bayer Crop Sci. 1.28