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: 2.2% As on (31-05-2025)
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

223.5559

15.04%

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 4.38 15.54 16.91 20.78 11.57
HSBC Tax Saver Equity Fund - Growth 05-01-2007 10.99 26.2 23.03 23.76 13.61
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.6 25.55 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 9.45 21.58 21.49 24.6 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 7.21 25.64 25.37 26.67 13.8
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 7.19 30.56 29.88 26.93 16.74
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 6.46 19.64 18.87 22.25 13.37
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 5.92 16.66 16.71 16.99 12.21
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 5.53 20.64 19.61 23.24 -
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 5.49 15.02 16.83 21.65 -

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

11.08%

Others

2.63%

Large Cap

72.1%

Mid Cap

14.16%

Feedback
Notification