Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App

Category: Equity: ELSS
Launch Date: 10-05-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.13% As on (31-08-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 2,197.49 Cr As on (30-09-2020)
Turn over: 77%
NAV as on 22-10-2020

96.0771

-0.25 (-0.2606%)

CAGR Since Inception

13.67%

S&P BSE 200 TRI 9.26%

PERFORMANCE of Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App

Scheme Performance (%)

Data as on - 22-10-2020

Yearly Performance (%)

Fund Managers

S Bharath

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-A Long-term Tax Saver Fund OE- App

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

riskometer

Key Performance and Risk Statistics of Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App 15.88 0.94 -0.48 0.48 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App

Period
Data as on - 22-10-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App 10-05-2005 -3.97 2.94 -1.85 5.32 6.92
Quant Tax Plan-Growth 01-04-2000 23.1 15.85 8.42 15.04 7.59
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 17.75 17.64 5.84 10.15 9.39
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 17.75 0.0 0.0 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 13.09 14.95 9.64 10.12 10.37
Mirae Asset Tax Saver Fund-Regular Plan-Growth 01-12-2015 10.56 12.99 7.7 0.0 0.0
Union Long Term Equity Fund - Growth Option 23-12-2011 7.93 10.88 4.81 5.74 0.0
UTI - Long Term Equity Fund (Tax Saving) - Regular Plan - Growth Option 01-08-2005 7.37 8.08 3.76 6.86 7.69
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 6.07 12.29 3.97 6.93 10.63
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 5.73 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App

Asset Allocation (%)