Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Category: Equity: ELSS
Launch Date: 10-05-2005
AUM:
₹ 1,602.76 Cr
Expense Ratio
2.17%
Benchmark
NIFTY 500 TRI
ISIN
INF903J01538
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
Sudhir Kedia, Rohit Seksaria
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 24.81 | 17.46 | 14.95 |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
195.9555
Last change
0.86 (0.4404%)
Fund Size (AUM)
₹ 1,602.76 Cr
Performance
15.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Sudhir Kedia, Rohit Seksaria
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd. | 8.81 |
| Reliance Industries Ltd. | 8.42 |
| ICICI Bank Ltd. | 7.08 |
| Infosys Ltd. | 3.86 |
| Larsen & Toubro Ltd. | 3.51 |
| Sun Pharmaceutical Industries Ltd. | 3.36 |
| Axis Bank Ltd. | 3.24 |
| State Bank of India | 3.01 |
| Tata Motors Ltd. | 2.87 |
| Tata Consultancy Services Ltd. | 2.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 32.18 |
| Services | 10.69 |
| Technology | 9.35 |
| Energy | 8.42 |
| Consumer Staples | 8.38 |
| Healthcare | 5.83 |
| Automobile | 4.55 |
| Construction | 4.02 |
| Consumer Discretionary | 3.45 |
| Metals & Mining | 2.74 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Diversified Equity (ELSS) Reg Gr | 14.95 |
| Quant ELSS Tax Saver Gr | 33.21 |
| SBI Long Term Equity Reg Gr | 22.85 |
| Motilal Oswal ELSS Tax Saver Fund Reg Gr | 21.61 |
| BANK OF INDIA ELSS Tax Saver Reg Gr | 26.68 |
| ITI ELSS Tax Saver Reg Gr | 0.0 |
| JM ELSS Tax Saver Fund Gr | 21.69 |
| HDFC ELSS Tax saver Gr | 18.8 |
| Franklin India ELSS Tax Saver Gr | 18.67 |
| Nippon India Tax Saver (ELSS) Gr Gr | 16.53 |