Fundamental attributes changes in Sundaram Diversified Equity Fund

Sundaram Mutual Fund has announced change in the fundamental attributes of Sundaram Diversified Equity Fund.

• The scheme name of 'Sundaram Diversified Equity Fund' change to 'Sundaram Value Fund'.
• The investment objective is to provide long-term capital growth to its Unitholders with a value investment strategy.
• As per the updated asset allocation, the fund will now invest 65-100 per cent of its assets in the units of equity and equity related instruments, 0-35 per cent in the units of debt and money market securities and 0-10 per cent in the units of REITs/InVITs.

These changes are effective from September 12, 2025.

As per the regulatory requirements, unitholders have been given a 30-day exit window from August 13, 2025 to September 11, 2025. Investors who do not consent to these changes have an option to either switch or redeem their investments without paying any exit load during the period. No action is required to be taken by investors who don't have any objection to the proposed change.