Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Category: Equity: ELSS
Launch Date: 10-05-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.11% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,304.22 Cr As on (31-03-2021)
Turn over: 51.00
NAV as on 16-04-2021

120.587

0.68 (0.564%)

CAGR Since Inception

14.86%

S&P BSE 200 TRI 10.85%

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

Scheme Performance (%) Data as on - 16-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 59.96 5.06 10.95 10.64 14.86
S&P BSE 200 TRI 36.69 5.02 10.65 9.5 10.85
Equity: ELSS 59.53 8.71 13.32 12.35 13.99

Yearly Performance (%)

Nav Movement

Fund Managers

S Bharath,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 15.88 0.94 -0.48 0.48 - -
Equity: ELSS - - - - - -

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

Period
Data as on - 16-04-2021
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 59.96 8.52 5.06 10.95 10.64
quant Tax Plan - Growth Option - Regular Plan 01-04-2000 109.74 31.57 21.58 21.9 13.39
IDFC Tax Advantage (ELSS) Fund - Regular Plan - Growth 26-12-2008 86.67 15.17 8.39 15.49 14.03
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 71.59 18.83 15.62 20.53 0.0
HDFC Long Term Advantage Plan - Growth Plan 05-01-2001 66.27 11.25 9.76 14.31 12.36
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 66.19 15.94 12.15 15.41 14.24
Parag Parikh Tax Saver Fund- Regular Growth 08-07-2019 66.04 0.0 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 65.81 7.83 7.84 0.0 0.0
JM Tax Gain Fund (Regular) - Growth option 31-03-2008 65.62 15.72 11.37 16.16 12.48
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 65.24 24.88 11.18 17.36 13.34

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

Asset Allocation (%)