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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 10-05-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.2% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,428 Cr As on (31-03-2025)
Turn over: 14
NAV as on 09-05-2025

208.1119

-1.83 (-0.8774%)

CAGR Since Inception

14.76%

NIFTY 500 TRI 12.38%

PERFORMANCE of Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Scheme Performance (%) Data as on - 09-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 7.83 14.89 22.53 11.47 14.76
NIFTY 500 TRI 6.52 16.68 24.9 13.75 12.38
Equity: ELSS 6.66 17.4 23.68 13.3 14.27

Yearly Performance (%)

Nav Movement

Fund Managers

Sudhir Kedia, Rohit Seksaria

Investment Objective

The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.

RETURNS CALCULATOR for Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 11.71 0.57 -0.89 0.87 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 09-05-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 7.83 15.56 14.89 22.53 11.47
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 14.67 25.88 20.67 27.11 15.82
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 14.11 25.57 0.0 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 13.56 26.66 23.53 28.48 13.29
HSBC Tax Saver Equity Fund - Growth 05-01-2007 13.46 24.36 19.24 24.49 12.96
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.87 20.35 18.75 27.48 0.0
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 12.26 19.1 17.04 20.83 11.35
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 11.11 14.89 13.86 23.38 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 10.22 20.41 16.9 24.18 12.78
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 10.1 24.51 20.83 27.87 13.2

PORTFOLIO ANALYSIS of Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Asset Allocation (%)