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: 2.24% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,467.94 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 14% | Exit Load: Nil |
194.4815
-0.2 (-0.1048%)
14.49%
Benchmark: 12.16%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 12.91 |
| Sharpe Ratio | 0.37 |
| Alpha | -1.18 |
| Beta | 0.87 |
| 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 | 0.48 | 13.93 | 11.68 | 18.1 | 9.94 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 11.25 | 19.42 | 13.88 | 16.93 | 10.02 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 10.9 | 25.17 | - | - | - |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 9.39 | 23.52 | 17.45 | 24.13 | 14.31 |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 8.86 | 22.39 | 15.37 | 20.67 | 11.72 |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 7.65 | 19.81 | 16.84 | 24.95 | - |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 7.26 | 25.65 | 20.15 | 21.45 | 14.54 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 7.1 | 22.38 | 16.67 | 21.71 | 13.43 |
| HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 6.42 | 24.23 | 20.96 | 26.07 | 11.65 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 6.08 | 22.09 | 14.68 | 20.06 | 11.09 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
10.55%
Others
2.89%
Large Cap
72.95%
Mid Cap
13.59%
