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Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: ELSS
Launch Date: 22-11-1999
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.23% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 1,428 Cr As on ( 31-03-2025)
Turn over: 14
NAV as on 30-04-2025
16.3553
-0.02 ( -0.1107% )
CAGR Since Inception
14.43%
NIFTY 500 TRI 12.43%
Performance of Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
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)
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.

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) 11.71 0.85 -0.81 0.88 - -
Equity: ELSS - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Diversified Equity (ELSS) Reg IDCW 22-11-1999 6.4 17.01 13.26 21.26 10.95
HDFC ELSS Tax saver Gr 05-03-1996 13.41 28.47 22.79 27.36 13.38
DSP ELSS Tax Saver Reg Gr 05-01-2007 13.18 27.51 19.32 26.12 15.81
Parag Parikh ELSS Tax Saver Reg Gr 07-07-2019 12.91 21.82 18.31 26.95 0.0
WhiteOak Capital ELSS Tax Saver Fund Reg Gr 14-10-2022 12.44 27.21 0.0 0.0 0.0
HSBC Tax Saver Equity Gr 05-01-2007 11.31 26.22 17.38 23.48 12.99
LIC MF ELSS Tax Saver Reg Gr 31-03-1997 10.64 20.62 15.08 19.78 11.41
ICICI Prudential ELSS Tax Saver Fund Gr 19-08-1999 9.49 22.47 15.82 23.29 13.04
PGIM India ELSS Tax Saver Reg Gr 11-12-2015 9.41 16.39 12.72 22.56 0.0
Quantum ELSS Tax Saver Reg Gr 05-04-2017 9.15 23.71 17.76 23.38 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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