Sundaram Diversified Equity (ELSS) Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund| Category: Equity: ELSS |
| Launch Date: 22-11-1999 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.18% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,558 Cr As on 30-11-2024(Source:AMFI) |
| Turn over: 14% | Exit Load: Nil |
16.5341
-0.39 (-2.3352%)
14.67%
Benchmark: 12.62%
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
7 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 | 11.71 |
| Sharpe Ratio | 0.85 |
| Alpha | -0.81 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
9.09%
Others
3.13%
Large Cap
72.77%
Mid Cap
15.01%
