Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
6.4
13.26
21.26
10.95
14.43
NIFTY 500 TRI
6.37
15.5
24.41
13.8
12.43
Equity: ELSS
5.46
15.91
22.75
13.3
14.4
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 - Income Distribution cum Capital Withdrawal (IDCW)
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.
Key
Performance and Risk Statistics of
Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)