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Sundaram Diversified Equity

Growth
222.142.01% (+4.37)

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Sundaram Diversified Equity

Growth
EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 1,559 Cr
Very High RiskPrinciple investment will be at very high risk
222.142.01% (+4.37)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
6M
1Y
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5Y
Max
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EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 1,559 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.6212.981.24
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4215.101.53

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth3 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from 
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Diversified Equity20.57%13.35%13.61%
Axis ELSS Tax Saver Fund25.72%8.31%17.73%
SBI Long Term Equity Fund41.95%24.44%17.41%
Mirae Asset ELSS Tax Saver Fund28.37%15.21%20.30%

Price Comparison

Compare Sundaram Diversified Equity with any MF, ETF, stock or index
Compare Sundaram Diversified Equity with any MF, ETF, stock or index
Sundaram Diversified Equity
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity3.94%96.06%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+33 moreOil & Gas - Refining & MarketingConstruction & EngineeringPharmaceuticalsIT Services & ConsultingPrivate Banks49.27 %5.46 %6.29 %7.38 %9.93 %21.66 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2421.43%21.87%21.21%20.96%20.53%21.66%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.38 %

    Holdings

    7.77 %

    0.38 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.92 %

    Holdings

    7.32 %

    0.92 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -1.63 %

    Holdings

    4.30 %

    -1.63 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,431.75 Cr.

Fund Manager Profile

Sudhir Kedia

AUM:  ₹9,193.25 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Rohit Seksaria

AUM:  ₹15,962.59 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period > 3 year

Gains are treated as long-term capital gains and taxed at 10%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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