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Sundaram Diversified Equity Fund - Latest NAV, Returns, Investment Guide 2025

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Explore Sundaram Diversified Equity Fund with latest NAV, performance, AUM details. Know investment objective, fund manager details, and how to invest with tax benefits under ELSS.

Investment Objective and Approach

The fund aims 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. The Sundaram Diversified Equity (ELSS) Direct Plan Growth invests in a diversified portfolio of equity shares. The fund aims to generate long-term capital appreciation by investing in these companies.

The fund will invest at least 80% of its assets in equity shares. Diversified Equity Funds invest across various sectors and market capitalizations, reducing risk while aiming for long-term capital growth The fund follows a diversified investment approach across multiple sectors including Financial Services, Consumer Cyclical, Industrials, Consumer Defensive, and Healthcare.

Fund Managers

Sudhir Kedia, Rohit Seksaria are the current fund managers of this mutual fund. Additionally, the fund is managed by Sudhir Kedia, Rohit Seksaria, Bharath Subramanian.

Rohit Seksaria brings extensive experience to the fund management team. He has done his MBA from IIM Ahmedabad and is a rank holder Chartered Accountant (ICAI) as well as Company Secretary (ICSI). Moreover, he has extensive experience of 15 years in Equity Research and Fund Management. Prior to joining Sundaram Mutual, he was working with Asian Hedge Funds like Capital and Matchpoint in Singapore and Hong Kong.

The fund management team combines deep market expertise with proven track record in managing diversified equity portfolios, ensuring professional oversight of investor capital.

About the Fund House (AMC)

Sundaram Mutual Fund, managed by Sundaram Asset Management Company, has a rich heritage in Indian financial services. Sundaram Asset Management Company Ltd., the holding organisation of Sundaram Mutual Funds, is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest and most recognisable financial institutions. They have over 20 years of experience in fund management at the highest level.

Its parent organisation, Sundaram Finance Ltd., was incorporated back in 1954, becoming one of the first financial organisations to be formed in independent India. Sundaram Mutual Fund AMC was incorporated on 26, Feb 1996, and has an AUM size of Rs. 68,692 Cr as on 31, Dec 2024.

Investment Philosophy and Approach

The Sundaram mutual fund works on a risk management investment philosophy. It helps create a balanced portfolio to minimize the chances of being impacted by market uncertainties. What makes them special is their deep-rooted investment philosophy that leans on bottom-up stock picking and long-term wealth creation.

While giants like SBI MF or HDFC MF dominate by AUM, Sundaram Mutual Fund holds a strong niche in the mid-cap equity and hybrid space. Their performance-driven reputation, investor-first approach, and focused strategies have won them loyalty from serious wealth builders and retail SIP investors alike.

Key Strengths

- They have an astute 21 member investment team, comprising of fund managers, analysts, dealers and economists, who are at the forefront of financial services. With a robust retail connection, Sundaram has earned the loyalty of a vast clientele who trust their investor-friendly approach and long-term outperformance.

- Sundaram Mutual Fund has been ranked 18th * in the Asset Management industry as well. They have 94 branches including international & shared branches along with 305 distributors. Sundaram Mutual Funds has handled over 5.6 million client folios in its decorated history.

- Notably, Sundaram AMC was the first to launch mutual funds focused on niche areas like Leadership, Rural India, Capex, Mid-cap, and Micro-cap sectors. Headquartered in Chennai, Sundaram Mutual Fund emphasizes customer satisfaction, supported by 93 customer care centers across India.

Should I Invest in Sundaram Diversified Equity Fund?

Sundaram Diversified Equity Fund can be suitable for investors seeking:

- Tax Benefits: ELSS funds are a type of equity mutual fund that offer tax benefits under Section 80C of the Income Tax Act. Investors can claim a deduction of up to ₹1.5 lakh on their investment in ELSS funds in a financial year.

- Long-term Capital Appreciation: The fund's diversified equity approach makes it suitable for investors with long-term investment horizon looking for wealth creation.

- Professional Management: With experienced fund managers and robust investment processes, the fund offers professional portfolio management.

Key Performance Highlights (as of July 2025):

- Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.45%, 14.39% and 19.85% respectively.

- Sundaram Diversified Equity Fund Direct Growth has given a CAGR return of 13.28% since inception.

- The AUM (i.e. assets under management) of Sundaram Diversified Equity is ₹1519.21 Cr as of 17th July 2025.

Important Considerations:

- The Sundaram Diversified Equity has a lock-in period of 3 years.

- The expense ratio of Sundaram Diversified Equity Plan is 2.14 as of 17th July 2025.

- The minimum investment required to start investing in Sundaram Diversified Equity Fund is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.

FAQs

What is today's NAV of Sundaram Diversified Equity Fund?

The latest declared NAV of Sundaram Diversified Equity Fund, is ₹223.0295 as of 18-Jul-2025. NAV is updated daily and reflects the per-unit value of the fund.

What is the AUM of Sundaram Diversified Equity Fund?

The AUM (i.e. assets under management) of Sundaram Diversified Equity is ₹1519.21 Cr as of 17th July 2025. This indicates the total value of assets managed by the fund.

What is the expense ratio of Sundaram Diversified Equity Fund?

The expense ratio of Sundaram Diversified Equity Plan is 2.14 as of 17th July 2025. This represents the annual fee charged for managing the fund.

What are the returns of Sundaram Diversified Equity Fund since inception?

Sundaram Diversified Equity Fund Direct Growth has given a CAGR return of 13.28% since inception. The fund has demonstrated consistent long-term performance since its launch.

What is the minimum SIP amount to invest in Sundaram Diversified Equity Fund?

The minimum investment required to start investing in Sundaram Diversified Equity Fund is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.

How do I invest in Sundaram Diversified Equity Fund?

You can invest in this fund through Allvest platform by completing your KYC, selecting the fund, choosing SIP or lump sum mode, and making payment through various digital methods including UPI and net banking.

How to start a SIP in Sundaram Diversified Equity Fund?

Through Allvest, you can start a SIP by selecting the fund, choosing SIP option, setting the investment amount and frequency, and enabling auto-debit from your bank account.

How do I automate an SIP in Sundaram Diversified Equity Fund?

Set up auto-debit mandate through Allvest platform which will automatically deduct the SIP amount on your chosen date every month, ensuring consistent investments without manual intervention.

How can I withdraw/redeem my investment in Sundaram Diversified Equity Fund?

You can redeem your investment through Allvest platform after the mandatory 3-year lock-in period. The redemption proceeds are typically credited to your registered bank account within 2-4 working days.