15.72
NAV (May 6,2024)

Sundaram Diversified Equity - IDCW is a highly sought-after investment option in India. With an expense ratio of 2.15% and attractive key ratios like a PE of 41.48 and a PB of 7.54, this scheme manages assets worth ₹1670.08 crore. The minimum investment required is just ₹500, and the lock period is set at 3 years. Established on November 17, 1999, it has proven to be a reliable and profitable choice for investors.

Sundaram Diversified Equity Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Diversified Equity Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.48
  • P/B Ratio
    UM_URBAN_MONEY

    7.54
  • Alpha
    UM_URBAN_MONEY

    -0.03
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.15%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1670.08 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 07, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,434.39 (4.34%)11,581.59 (15.82%)12,781.48 (27.81%)16,333.07 (63.33%)19,385.23 (93.85%)
31,303.17 (4.34%)34,744.77 (15.82%)38,344.44 (27.81%)48,999.21 (63.33%)58,155.69 (93.85%)
52,171.95 (4.34%)57,907.95 (15.82%)63,907.4 (27.81%)81,665.35 (63.33%)96,926.15 (93.85%)
83,475.12 (4.34%)92,652.72 (15.82%)1,02,251.84 (27.81%)1,30,664.56 (63.33%)1,55,081.84 (93.85%)
1,04,343.9 (4.34%)1,15,815.9 (15.82%)1,27,814.8 (27.81%)1,63,330.7 (63.33%)1,93,852.3 (93.85%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd9.51%
  • Reliance Industries Ltd7.12%
  • ICICI Bank Ltd6.83%
  • Infosys Ltd4.73%
  • Larsen & Toubro Ltd3.30%
  • Axis Bank Ltd3.19%
  • State Bank of India3.01%
  • Sun Pharmaceutical Industries Ltd2.93%
  • Tata Consultancy Services Ltd2.61%
  • Polycab India Ltd2.27%
  • Tata Motors Ltd2.13%
  • ICRA Ltd2.09%
  • Ultratech Cement Ltd1.95%
  • Interglobe Aviation Ltd1.85%
  • Bajaj Finserv Ltd1.78%
  • Cholamandalam Investment and Finance Company Ltd1.74%
  • Hindustan UniLever Ltd1.64%
  • Bharti Airtel Ltd1.55%
  • Jubilant Foodworks Ltd1.49%
  • Maruti Suzuki India Ltd1.48%
  • Ashok Leyland Ltd1.47%
  • Titan Company Ltd1.41%
  • Bank of Baroda1.38%
  • Alkem Laboratories Ltd1.37%
  • Grindwell Norton Ltd1.37%
  • Max Financial Services Ltd1.36%
  • United Breweries Ltd1.29%
  • Cipla Ltd1.28%
  • Avenue Supermarts Ltd1.27%
  • Varun Beverages Ltd1.19%
  • Info Edge India Ltd1.14%
  • LTIMindtree Ltd1.13%
  • The Federal Bank Ltd1.06%
  • TATA Consumer Products Ltd1.05%
  • Bata India Ltd0.95%
  • Clean Science & Technology Ltd0.93%
  • Canara Bank0.87%
  • Jindal Steel & Power Ltd0.87%
  • ABB India Ltd0.87%
  • Coforge Ltd0.86%
  • Tech Mahindra Ltd0.86%
  • TREPS0.82%
  • IndusInd Bank Ltd0.80%
  • Blue Star Ltd0.78%
  • CE Info Systems Private Limited0.76%
  • Britannia Industries Ltd0.70%
  • FSN E Commerce Ventures Ltd NYKAA0.69%
  • Zydus Wellness Ltd0.67%
  • ITC Ltd0.66%
  • United Spirits Ltd0.64%
  • Jio Financial Services Ltd0.64%
  • Nestle India Ltd0.64%
  • Asian Paints Ltd0.59%
  • Multi Commodity Exchange of India Ltd0.57%
  • Zee Entertainment Enterprises Ltd0.49%
  • Kotak Mahindra Bank Ltd0.48%
  • Oberoi Realty Ltd0.48%
  • Can Fin Homes Ltd0.47%
  • Navin Fluorine International Ltd0.46%
  • Dalmia Cement Bharat Ltd0.45%
  • Sapphire Foods India Ltd0.39%
  • Schaeffler India Ltd0.35%
  • Aurobindo Pharma Ltd0.26%
  • Tata Steel Ltd0.25%
  • Suven Pharmaceuticals Ltd0.19%
  • BEML Land and Assets Ltd0.06%
  • Cash and Other Net Current Assets-0.47%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

26.44%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

24.53%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.83%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.32%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.04%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

14.37%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

14.22%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

13.88%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

13.75%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

10.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Long Term Equity Fund - Regular Plan - IDCWSBI Long Term Equity Fund - Regular Plan - IDCW

ELSS

Very High

59.67%

WhiteOak Capital ELSS Tax Saver Fund - Regular Plan - GrowthWhiteOak Capital ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

43.99%

HDFC ELSS Tax saver - GrowthHDFC ELSS Tax saver - Growth

ELSS

Very High

40.38%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

39.50%

Samco ELSS Tax Saver Fund - Regular Plan - GrowthSamco ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

32.55%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

30.66%

Parag Parikh ELSS Tax Saver Fund - Regular Plan - GrowthParag Parikh ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

30.56%

LIC MF ELSS Tax Saver - Regular Plan - GrowthLIC MF ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

28.07%

Axis ELSS Tax Saver Fund - Regular Plan - GrowthAxis ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

27.56%

IDBI Equity Advantage Fund - Regular Plan - GrowthIDBI Equity Advantage Fund - Regular Plan - Growth

ELSS

Very High

18.28%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant ELSS Tax Saver Fund - GrowthQuant ELSS Tax Saver Fund - Growth

ELSS

Very High

29.03%

Motilal Oswal ELSS Tax Saver Fund - Regular Plan - GrowthMotilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

22.02%

DSP ELSS Tax Saver Fund - Regular Plan - GrowthDSP ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

21.00%

Kotak ELSS Tax Saver Fund - GrowthKotak ELSS Tax Saver Fund - Growth

ELSS

Very High

20.08%

Mahindra Manulife ELSS Tax Saver Fund - Regular Plan - GrowthMahindra Manulife ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

19.98%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

18.68%

Tata ELSS Tax Saver Fund - Regular Plan - IDCW PayTata ELSS Tax Saver Fund - Regular Plan - IDCW Pay

ELSS

Very High

17.19%

Invesco India ELSS Tax Saver Fund - GrowthInvesco India ELSS Tax Saver Fund - Growth

ELSS

Very High

16.76%

Groww ELSS Tax Saver Fund - Regular Plan - GrowthGroww ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.77%

Navi ELSS Tax Saver Fund - Regular Plan - GrowthNavi ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

15.59%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India ELSS Tax Saver - Regular Plan - GrowthBank of India ELSS Tax Saver - Regular Plan - Growth

ELSS

Very High

25.01%

Bandhan ELSS Tax Saver Fund - Regular Plan - GrowthBandhan ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

20.89%

JM ELSS Tax Saver Fund - GrowthJM ELSS Tax Saver Fund - Growth

ELSS

Very High

19.94%

Canara Robeco ELSS Tax Saver - Regular Plan - IDCWCanara Robeco ELSS Tax Saver - Regular Plan - IDCW

ELSS

Very High

18.44%

ICICI Prudential ELSS Tax Saver Fund - GrowthICICI Prudential ELSS Tax Saver Fund - Growth

ELSS

Very High

16.91%

UTI ELSS Tax Saver Fund - Regular Plan - IDCWUTI ELSS Tax Saver Fund - Regular Plan - IDCW

ELSS

Very High

16.39%

Taurus ELSS Tax Saver Fund - Regular Plan - GrowthTaurus ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.37%

PGIM India ELSS Tax Saver Fund - Regular Plan - GrowthPGIM India ELSS Tax Saver Fund - Regular Plan - Growth

ELSS

Very High

16.35%

Edelweiss ELSS Tax saver Fund - Regular Plan - GrowthEdelweiss ELSS Tax saver Fund - Regular Plan - Growth

ELSS

Very High

15.87%

Quantum ELSS Tax Saver Fund - Growth - Direct PlanQuantum ELSS Tax Saver Fund - Growth - Direct Plan

ELSS

Very High

15.64%

Fund Managers

SK

Mr. Sudhir KediaFund Manager

RS

Mr. Rohit Seksaria

Get your latest Credit Score, FREE

Compare with similar Funds

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Sundaram Diversified Equity - IDCW

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money