Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Fund House: Sundaram Mutual Fund
Category: Equity: ELSS
Launch Date: 10-05-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.14% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,488.05 Cr As on 30-05-2025(Source:AMFI)
Turn over: 14% | Exit Load: Nil (a lock-in period of three years shall apply). Load structure is indicated as a percentage of NAV. In accordance with SEBI Regulation, of the exit load / contingent deferred sales charge that is charged to the investor, a maximum of 1% of the redemption proceeds shall be maintained in a separate account to pay commissions to the distributor and for meeting other marketing and selling expenses. Any amount in excess of 1% of the redemption value charged to the unit holder as exit load / contingent deferred sales charge shall be credited to the respective Scheme immediately

221.4882

14.95%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 7 Months
2 Years 5 Months
5 Years 5 Months
12 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes

Current Asset Allocation (%)

Indicators

Standard Deviation 12.62
Sharpe Ratio 0.97
Alpha -1.6
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 2.87 13.62 15.43 19.74 11.18
HSBC Tax Saver Equity Fund - Growth 05-01-2007 10.57 24.25 21.47 22.65 13.24
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.05 23.55 - - -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 8.87 29.62 28.17 26.34 16.38
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 7.34 20.13 20.42 23.26 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 5.46 23.61 23.75 25.22 13.4
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 4.62 13.45 15.25 20.45 -
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 3.97 20.7 19.49 19.16 11.67
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 3.89 15.91 15.06 16.68 11.87
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 3.86 18.36 18.29 22.14 -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.79%

Others

5.91%

Large Cap

71.14%

Mid Cap

13.13%

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