Sundaram Diversified Equity - A Long-term Tax Saver Fund - Direct Plan - Growth Option

Sundaram Diversified Equity - A Long-term Tax Saver Fund - Direct Plan - Growth Option of Sundaram Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.72

Age

NA Years

Fund Manager

S Krishnakumar

AuM (Rs Crores)

2710.3417

Asset Class

ELSS

Net Asset Value:

94.7714

Rating

2

Bench Mark

S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

82.00%

Fund Manager Details:

S Krishnakumar Engineering from REC (now National Institute of Technology), Trichy. He did an MBA from LIBA, Chennai. He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.

Objective:

To primarily achieve capital appreciation. Income generation would be the secondary consideration.

Top Holdings:

  • Banks (19.84)
  • IT - Software (11.72)
  • Finance (9.8)
  • Automobile (6.1)
  • Capital Goods - Electrical Equipment (3.93)
  • Cement (3.68)
  • Insurance (3.32)
  • Miscellaneous (3.28)
  • Auto Ancillaries (3.12)
  • Refineries (2.96)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition