Sundaram Diversified Equity - Direct (G)

Fund Class : Equity - Tax Planning
Fund House : Sundaram Mutual Fund
Aum(Rs Cr) : 1423.80
NAV 20 Nov 2018 96.19 -0.80
(-0.82%)

NAV High-Low (in Rs)

ONE Mth 2524.01
2524.01
52-WEEk 2391.40
2866.47

Trailing Returns

% 1-week 1-Mth 6-Mths 1-Yr 3-Yrs
Schemes - 3 - - 9.4
Sensex 0.16 2.58 1.69 5.14 36.07
Nifty 0.22 2.88 0.79 2.65 34.92

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 Oct 2018
Category Share (%)
CBLO 7.42
Equity 92.76
› More
   As On 31 Oct 2018
Sector Name Amount
Abrasives And Grinding Wheels 1.24
Auto Ancillaries 2.13
Automobiles - LCVs / HCVs 1.44
Automobiles - Motorcycles / Mopeds 1.48
Automobiles - Passenger Cars 2.55
Banks - Private Sector 14.47
Banks - Public Sector 2.47
Bearings 1.06
› More
   As On 31 Oct 2018
Company Name
ICICI Bank 5.99
HDFC Bank 4.45
Bajaj Fin. 3.79
Tech Mahindra 3.27
Axis Bank 2.91
TCS 2.81
M & M 2.55
The Ramco Cement 2.54
› 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