Sundaram Diversified Equity Fund

An open-ended equity linked savings scheme with a statutory lock-in of 3 years and tax benefit

(Subscription in this fund has been suspended. To invest in our ELSS product, visit Sundaram Tax Savings Fund)

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About This Fund

Eligible investment for availing tax exemption benefit under Section 80C of the Income Tax Act, 1961.
Sector allocation is broadly driven by a top down analysis of the economy and sectors that are relatively attractive over the medium term
Currently overweight on sectors aligned towards economic recovery
Stock selection is purely a bottom-up approach using in-house research. Companies with strong capabilities and potential to grow in 3 years that are available at attractive valuations are preferred

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Eligible investment for availing tax exemption benefit under Section 80C of the Income Tax Act, 1961.
Sector allocation is broadly driven by a top down analysis of the economy and sectors that are relatively attractive over the medium term
Currently overweight on sectors aligned towards economic recovery
Stock selection is purely a bottom-up approach using in-house research. Companies with strong capabilities and potential to grow in 3 years that are available at attractive valuations are preferred

Ideal For

Investors seeking capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.
Long term capital growth with 3 year lock-in period.
Investment in equity & equity related securities.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

The investment objective of the scheme would be to provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SIP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

Nil (Lock-in period of 36 months)

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

Scheme Information Document

Statement of Additional Information