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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: 2.17% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,560 Cr As on (31-10-2024)
Turn over: 14
NAV as on 02-12-2024

215.6338

1.22 (0.5663%)

CAGR Since Inception

15.32%

NIFTY 500 TRI 12.72%

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

Scheme Performance (%) Data as on - 02-12-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 20.07 13.71 16.1 11.75 15.32
NIFTY 500 TRI 27.06 16.29 19.66 13.98 12.72
Equity: ELSS 28.55 16.91 19.59 13.92 16.39

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 0.53 -1.46 0.89 - -
Equity: ELSS - - - - - -

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

Compare SIP Compare Lumpsum
Period
Data as on - 02-12-2024
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 20.07 16.33 13.71 16.1 11.75
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 53.02 39.27 26.66 24.07 0.0
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 40.13 28.57 19.39 19.65 14.03
HSBC Tax Saver Equity Fund - Growth 05-01-2007 39.35 27.02 19.43 20.13 13.73
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 38.6 32.71 24.82 24.72 14.85
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 36.71 28.84 19.93 22.3 15.84
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 36.27 28.28 0.0 0.0 0.0
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 34.45 26.19 19.61 21.66 16.05
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 32.55 26.18 16.9 18.67 13.17
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 32.45 25.73 15.48 19.4 14.43

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

Asset Allocation (%)