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How Sundaram Diversified Equity Fund performed?
With a 10-year return of 8.59%, the Sundaram Diversified Equity Fund mirrors the category average (8.43%), but has outperformed its benchmark index (5.72%). The fund's long-term performance is similar to the category average.
The current fund manager, who took over only a few years ago, has brought about a change in its investment approach. The portfolio construction is benchmark-agnostic, with modest exposure in individual bets, even as the portfolio has grown in size to around 70 stocks.
Currently, the fund has taken a higher exposure in construction and engineering sectors compared to its index. While the fund has improved its risk-return profile to some extent of late, it is yet to show
