Can I invest in SIP and Lumpsum in Sundaram Diversified Equity (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Diversified Equity (G). Minimum lumpsum investment Sundaram Diversified Equity (G) is ₹500 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Diversified Equity (G) Direct Growth?

The latest NAV (Net Asset Value) of Sundaram Diversified Equity (G) is Sundaram Diversified Equity (G) is ₹194.69 as on 2025-03-11.

Which are the biggest stock holdings of Sundaram Diversified Equity (G)?

The 5 biggest stock holdings of Sundaram Diversified Equity (G) are: HDFC Bank (9.21%), ICICI Bank (7.81%), Infosys (4.51%), Reliance Industr (4.44%), Larsen & Toubro (3.64%)

What are the top sectors Sundaram Diversified Equity (G) invests in?

A majority of Sundaram Diversified Equity (G) 's AUM worth ₹1,361.57 (Cr) is invested in these 3 top sectors: Banks : 25.72% IT-Software : 9.46% Pharmaceuticals & Biotech : 6.68%

Mutual Funds
Sundaram Diversified Equity (G)

Sundaram Diversified Equity (G)

ELSS

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NAV
194.69(-0.25%)
Fund Size (CR)
₹1,467.94
Expense Ratio
2.21
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
14.25%

Absolute Return: -11.70%

Annualized Return: 0%

Basic Details

Scheme Manager

Sudhir Kedia

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	3 March 2025	10137.12	1.37%	-	1.89%	164/225
1 Month	10 February 2025	9492.10	-5.08%	-	-5.90%	94/225
3 Month	10 December 2024	8851.31	-11.49%	-	-14.91%	58/221
6 Month	10 September 2024	8810.89	-11.89%	-	-14.92%	54/221
1 Year	7 March 2024	10006.01	0.06%	0.06%	1.33%	138/221
3 Year	10 March 2022	14033.44	40.33%	11.95%	15.02%	182/211
5 Year	9 March 2020	21242.21	112.42%	16.24%	20.49%	188/211
Since Inception	31 January 2005	145857.14	1358.57%	14.25%	14.34%	123/225

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	111602.88	-7.00%	-7.00%
3 Year	1 April 2022	3,60,000	404662.43	12.41%	3.98%
5 Year	1 April 2020	6,00,000	827276.13	37.88%	6.64%
10 Year	1 April 2015	12,00,000	2147323.57	78.94%	5.99%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.72%

Standard Deviation

0.87%

Beta

0.36%

Sharpe Ratio

-0.02%

Treynor's Ratio

-1.13%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	9.21%	724000	125.43	Equity	Banks
ICICI Bank	7.81%	883000	106.32	Equity	Banks
Infosys	4.51%	364000	61.43	Equity	IT - Software
Reliance Industr	4.44%	504000	60.49	Equity	Refineries
Larsen & Toubro	3.64%	156446	49.50	Equity	Infrastructure Developers & Operators
Bharti Airtel	3.23%	280000	43.97	Equity	Telecomm-Service
Axis Bank	3.13%	419000	42.55	Equity	Banks
St Bk of India	3.01%	595000	40.98	Equity	Banks
TCS	2.94%	114734	39.96	Equity	IT - Software
Interglobe Aviat	2.73%	83000	37.16	Equity	Air Transport Service

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Long Term Advantage Fund-Series V -Dir (IDCW)	346.48	-4.68%	-11.38%	-9.78%	22.25%	17.25%
SBI Long Term Advantage Fund - Series V -Dir (G)	346.48	-4.68%	-11.38%	-9.78%	22.25%	17.25%
LIC MF ELSS Tax Saver - Direct (G)	1093.48	-4.25%	-11.07%	-10.39%	11.44%	15.37%
LIC MF ELSS Tax Saver - Direct (IDCW)	1093.48	-4.25%	-11.08%	-10.39%	11.43%	14.98%
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)	312.12	-5.21%	-14.43%	-9.32%	11.05%	-

News

Sundaram Mutual Fund announces IDCW under its schemes
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289
Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420
Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537
Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 January 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

12 November 1999

Total AUM (Cr)

₹1361.57

Sundaram Diversified Equity (G) is an ELSS-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 12 November 1999, this fund is managed by Sudhir Kedia. With assets under management (AUM) worth ₹1,361.57 (Cr), as of 11 March 2025, Sundaram Diversified Equity (G) is categorized as a ELSS within its segment. The fund has generated a return of 14.25% since its launch.
The current NAV of Sundaram Diversified Equity (G) is ₹194.69, as on 11 March 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Sundaram Diversified Equity (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 11.95% and 16.24% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.15% in Equity, 4.71% in Debt and -0.86% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 25.72% in Banks, 9.46% in IT-Software, 6.68% in Pharmaceuticals & Biotech, 4.86% in Petroleum Products, 4.70% in Consumer Durables

FAQs

How to Invest in Sundaram Diversified Equity (G) Direct Growth?

Sundaram Diversified Equity (G) is a popular fund in the ELSS segment. The fund has generated a return of 14.25% since inception. Looking to invest in Sundaram Diversified Equity (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Diversified Equity (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Diversified Equity (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Diversified Equity (G) today and reap the benefits of this ELSS fund!

How much returns has Sundaram Diversified Equity (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Diversified Equity (G) has generated annualised return of 0.06%. In the long-term, the fund has generated 11.95% and 16.24% in 3 and 5 years respectively. Since its inception, the fund has generated 14.25% returns.

What is the expense ratio of Sundaram Diversified Equity (G) Direct Growth?

The expense ratio of Sundaram Diversified Equity (G) Direct Growth is 2.21%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Diversified Equity (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Diversified Equity (G) is ₹1,361.57 (Cr) as of 2025-03-11 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Diversified Equity (G) Direct Growth?

Redeeming or selling units of Sundaram Diversified Equity (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Diversified Equity (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Diversified Equity (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).