Submit

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: 2.17% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,595.49 Cr As on (31-03-2024)
Turn over: 15% | Exit Load: Nil
NAV as on 30-04-2024

198.2609

0.35 (0.1772%)

CAGR Since Inception

15.32%

Benchmark: 12.64%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.09
Sharpe Ratio 0.93
Alpha -0.72
Beta 0.89
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 28.9 17.1 18.0 14.3 14.46
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 60.61 33.84 28.74 22.06 17.4
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 59.9 32.36 25.85 21.01 -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 59.04 27.75 29.94 32.17 25.64
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 55.71 30.18 19.64 - -
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 55.32 28.75 24.76 26.0 19.36
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 52.0 27.15 23.76 20.97 18.63
HDFC ELSS Tax saver - Growth Plan 05-03-1996 45.84 27.85 27.23 17.89 15.52
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 45.5 24.87 23.28 17.98 16.79
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 01-01-2013 45.25 22.3 - - -

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

7.71%

Others

1.68%

Large Cap

81.08%

Mid Cap

9.51%

Scheme Documents

March 2023

Monthly Portfolio Disclosure Equity & Fund of Funds - March - 2024

Feedback
Notification