Sundaram Diversified Equity Payout Inc Dist cum Cap Wdrl
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation13.2%
Sharpe Ratio-0.25
Beta0.87
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services9.54%
ICICI Bank LtdFinancial Services8.40%
Reliance Industries LtdEnergy & Infra4.98%
Axis Bank LtdFinancial Services3.99%
Bharti Airtel LtdServices3.39%
Larsen & Toubro LtdCapital Goods3.33%
Sundaram Liquid Dir GrUtilities3.29%
Infosys LtdTechnology3.23%
State Bank of IndiaFinancial Services3.21%
ITC LtdConsumers2.87%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.14%
Regulatory & Tax Information
INF903J01512
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)