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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹250 & Lump. ₹500
AUM (Fund size)
₹1,519 Cr
Lock In Period
3 Years
Expense Ratio
2.2
Benchmark
BSE 200 Total Return
Exit Load
Nil
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-06-30
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About Fund
Sundaram Diversified Equity Fund Growth managed by Sundaram Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹1,519 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.2. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Sundaram Diversified Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Diversified Equity Fund Growth is 2.2. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Diversified Equity Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Diversified Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Diversified Equity Fund Growth is ₹1,519 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Diversified Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500