Let's Chat ?
Let's Chat?
(current)
Why RupeeVest
How It Works
Security
About Us
What We Offer
Mutual Funds
Mutual Fund Portfolios
Fixed Deposits
NRI Services
RupeeVest Partner
Tools
MF Screener
MF Comparison
MF Rolling Return
MF SIP Return
MF Portfolio Tracker
Stocks Held by MFs
Debt Held by MFs
Financial Planning
Power of Compounding
Save Tax
Calculators
SIP Calculator
FD Calculator
CAGR Calculator
Login / Sign Up
Fund Manager:
Sudhir Kedia
AUM (Rs. Cr.):
1,559
Expense Ratio:
2.17 %
Turnover Ratio:
21.2 %
Inception Date:
02-May-05
Category:
Equity : Tax Saving (ELSS)
Sundaram Diversified Equity(G)
|
Invest Now
|
|
Share
Facebook
Twitter
LinkedIn
Compare
Plan:
Regular (
)
|
Other Plans NAV
Status:
0.0
0.0
NAV as on
0.0
(Cr.)
AUM as on
Fund House:
Expense Ratio
Turnover Ratio
Exit Load
Lock-in Period
Inception Date
Return since Inception
Min. Inv. Lumpsum / SIP
₹
Fund Type
Investment Objective of Sundaram Diversified Equity(G) :
To achieve 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.
Snapshot
Portfolio
Factsheet
NAV MOVEMENT
(Click Here for Sip Return)
Return (%)
Returns greater than 1 year have been annualized.
Asset Allocation (%)
Portfolio Holdings
Previous
|
Next
MF Ratios (%)
MF Ratios have been calculated using daily returns for the last one year.
Management
To check all funds by a fund manager, please click on the fund manager link at the top.
Peer Comparison
To check more funds in this category, please click on the category link at the top.
Benchmark Indices
Historical Performance v/s Category Average (%)
Annual Returns
Quarterly Returns
Monthly Returns
More Funds in this Category
Historical Performance
Key Contacts
Fund House
AMC:
Phone:
Email:
Website:
Registrar & Transfer Agent
RTA:
Phone:
Email:
Website:
Dividend Action
Please
Click Here
to track historical changes in the portfolio.
Download Portfolio (.csv)
Sundaram Diversified Equity(G)
2
RupeeVest