Buy Sundaram Diversified Equity(G) - Equity - ELSS Mutual Fund NAV, AUM, Portfolio, Performance, Returns.

Sundaram Diversified Equity(G)

As on Apr-01-2020 change fund

69.51

-2.02 (-2.82%)

fund objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 31-Mar-2020)	69.74	90.06	99.24	101.82	71.53
Net Assets(Rs Crores) (as on 31-Mar-2020)	1131.51	1499.92	2520.87	2710.17	2452.21
Scheme Returns(%)(Absolute)	-6.23	29.19	9.21	1.19	-30.00
B'mark Returns(%)(Absolute)	-7.53	24.22	11.73	10.87	-25.73
Category Rank	21/62	19/67	40/76	41/75	53/70

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2019-2020	0.78	-3.54	3.68	-30.30
2018-2019	1.31	-4.84	1.03	5.34
2017-2018	7.09	2.02	9.91	-8.23
2016-2017	11.23	7.99	-6.76	15.29
2015-2016	0.15	-3.26	2.62	-4.61

Top 10 holdings

company	(%)
HDFC Bank Ltd.	6.05
ICICI Bank Ltd.	5.31
Reliance Industries Ltd.	5.05
Housing Development Finance Co...	4.20
Axis Bank Ltd.	4.12
Larsen & Toubro Ltd.	3.84
Bajaj Finance Ltd.	3.55
Varun Beverages Ltd.	3.00
SBI Life Insurance Company Ltd.	2.77
Hindustan Unilever Ltd.	2.76

Top 10 sectors

sectors	(%)
Bank - Private	17.44
Refineries	6.77
IT - Software	6.23
Finance - NBFC	5.74
Household & Personal Products	5.17
Insurance	5.14
Consumer Food	4.77
Cement & Construction Materials	4.33
Finance - Housing	4.20
Engineering - Construction	3.84

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Diversified Equity(G)	Large-Growth	02-May-2005	2,452.21	1.01	-29.59	-32.31	-31.98	-8.25	-1.34	5.31	11.77	BUY SIP
Axis Long Term Equity Fund-Reg(G)	Large-Growth	29-Dec-2009	21,658.58	-0.35	-23.91	-24.53	-15.38	2.51	3.42	13.00	13.65	BUY SIP
BOI AXA Tax Advantage-Eco(G)	Large-Growth	25-Feb-2009	279.83	1.43	-22.63	-20.37	-11.85	1.91	3.09	7.18	14.93	BUY SIP
Canara Rob Equity Tax Saver Fund-Reg(G)	Large-Growth	02-Feb-2009	1,036.37	0.34	-24.49	-22.94	-19.74	1.04	1.83	8.44	15.62	BUY SIP
Mirae Asset Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2015	3,281.58	1.49	-26.19	-30.36	-24.88	-0.42	NA	NA	6.87	BUY SIP
Invesco India Tax Plan(G)	Large-Growth	29-Dec-2006	1,028.18	-0.95	-26.35	-26.46	-23.53	-1.20	1.66	9.57	10.89	BUY SIP
BNP Paribas Long Term Equity Fund(G)	Large-Growth	05-Jan-2006	462.90	-1.13	-23.25	-24.37	-17.35	-1.30	0.33	9.08	8.31	BUY SIP
LIC MF Tax Plan(G)	Large-Growth	31-Mar-1998	272.09	-0.89	-27.59	-29.20	-22.02	-1.68	0.41	6.49	7.58	BUY SIP
Taurus Tax Shield Fund-Reg(G)	Large-Growth	31-Mar-1996	64.83	1.10	-24.94	-27.53	-26.35	-1.84	1.01	6.33	9.56	BUY SIP
Aditya Birla SL Tax Relief '96(G)	Large-Growth	10-Mar-2008	10,072.72	1.85	-22.94	-25.02	-24.00	-2.15	1.95	8.16	7.70	BUY SIP
IDBI Equity Advantage Fund-Reg(G)	Mid-Growth	10-Sep-2013	535.80	0.66	-21.50	-24.66	-19.06	-2.21	0.45	NA	12.23	BUY SIP
JM Tax Gain Fund(G)	Large-Growth	31-Mar-2008	37.72	-0.09	-27.84	-29.35	-23.34	-2.43	1.93	6.19	2.22	BUY SIP
Tata India Tax Savings Fund-Reg(G)	Large-Growth	13-Oct-2014	2,060.38	-0.21	-26.73	-30.56	-26.61	-3.26	2.08	NA	5.47	BUY SIP
Kotak Tax Saver Fund(G)	Large-Growth	23-Nov-2005	1,135.45	0.98	-26.76	-28.76	-23.90	-3.77	1.03	6.83	8.76	BUY SIP
Motilal Oswal Long Term Equity Fund-Reg(G)	Large-Growth	21-Jan-2015	1,685.97	0.17	-29.53	-30.44	-23.74	-4.04	3.80	NA	5.28	BUY SIP
DSP Tax Saver Fund-Reg(G)	Large-Growth	18-Jan-2007	6,096.28	0.96	-27.19	-30.72	-26.05	-4.38	1.94	8.49	10.14	BUY SIP
Union Long Term Equity Fund(G)	Large-Growth	23-Dec-2011	257.20	0.27	-25.02	-27.30	-23.42	-4.47	-2.49	NA	7.83	BUY SIP
Quant Tax Plan(G)	Large-Growth	31-Mar-2000	9.54	5.10	-23.48	-27.91	-28.34	-4.87	3.17	4.01	10.02	BUY SIP
Edelweiss Long Term Equity Fund (Tax Savings)-Reg(G)	Large-Growth	30-Dec-2008	121.13	0.35	-26.71	-28.64	-26.40	-5.50	-1.17	6.93	11.61	BUY SIP
PGIM India LT Equity Fund-Reg(G)	Large-Growth	11-Dec-2015	327.84	1.98	-25.00	-30.00	-28.64	-5.51	NA	NA	0.67	BUY SIP
UTI MEPUS	Large-Growth	28-Mar-2003	1,727.72	-0.07	-27.53	-31.24	-29.95	-5.53	-0.04	5.87	15.09	BUY SIP
Principal Tax Savings Fund	Large-Growth	31-Mar-1996	388.77	0.18	-25.45	-29.24	-30.03	-5.70	0.82	7.14	13.78	BUY SIP
Essel Long Term Advantage Fund-Reg(G)	Large-Growth	30-Dec-2015	58.17	0.83	-29.41	-31.15	-29.43	-6.26	NA	NA	0.61	BUY SIP
ICICI Pru LT Equity Fund (Tax Saving)(G)	Large-Growth	19-Aug-1999	6,297.91	1.12	-26.72	-32.22	-30.08	-6.33	-0.53	7.60	17.24	BUY SIP
L&T Tax Advt Fund-Reg(G)	Large-Growth	27-Feb-2006	3,206.00	0.26	-28.06	-31.52	-29.88	-6.59	0.08	7.11	9.93	BUY SIP
HSBC Tax Saver Equity Fund(G)	Large-Growth	05-Jan-2007	149.76	0.47	-28.54	-29.78	-28.81	-6.86	-0.20	6.72	7.73	BUY SIP
SBI Long Term Equity Fund-Reg(G)	Large-Growth	31-Mar-1993	7,098.46	1.82	-25.53	-29.12	-30.18	-7.06	-2.54	5.80	13.63	BUY SIP
IDFC Tax Advt(ELSS) Fund-Reg(G)	Large-Growth	26-Dec-2008	2,060.27	0.55	-30.61	-33.70	-36.25	-7.44	-2.25	7.18	12.17	BUY SIP
Sahara Tax Gain Fund(G)	Large-Growth	01-Apr-1997	4.94	-0.03	-30.30	-31.95	-29.46	-8.10	-2.13	5.02	17.77	BUY SIP
Franklin India Taxshield(G)	Large-Growth	10-Apr-1999	3,776.82	1.06	-29.21	-34.22	-33.96	-8.12	-2.47	7.27	18.92	BUY SIP
Mahindra MF Kar Bachat Yojana-Reg(G)	Large-Growth	18-Oct-2016	307.96	0.56	-24.91	-28.45	-26.90	-8.34	NA	NA	-4.66	BUY SIP
Baroda ELSS 96(G)	Large-Growth	02-Mar-2015	160.99	-1.11	-26.20	-28.71	-27.88	-8.49	-3.27	NA	-3.79	BUY SIP
Quantum Tax Saving Fund-Reg(G)	Large-Growth	23-Dec-2008	69.74	1.39	-25.65	-32.58	-35.67	-9.46	-1.50	6.19	11.71	BUY SIP
HDFC TaxSaver(G)	Large-Growth	31-Mar-1996	6,748.51	2.41	-26.58	-33.99	-35.57	-9.88	-3.17	5.12	21.71	BUY SIP
Nippon India Tax Saver (ELSS) Fund(G)	Large-Growth	21-Sep-2005	9,527.73	0.61	-28.60	-36.68	-37.54	-13.72	-6.36	6.42	9.05	BUY SIP
Sundaram LT Micro Cap Tax Adv Fund-Sr III-Reg(G)	Small-Growth	18-Nov-2016	80.17	4.10	-32.45	-31.70	-43.43	-18.07	NA	NA	-13.01	BUY SIP
Shriram Long Term Equity Fund-Reg(G)	Large-Growth	25-Jan-2019	25.54	1.47	-20.03	-22.33	-17.39	NA	NA	NA	-11.24	BUY SIP
Indiabulls Tax Savings Fund-Reg(G)	Large-Growth	28-Dec-2017	83.38	0.70	-23.89	-28.49	-25.16	NA	NA	NA	-13.37	BUY SIP
Parag Parikh Tax Saver Fund-Reg(G)	Large-Growth	24-Jul-2019	31.31	0.49	-21.99	-24.46	NA	NA	NA	NA	-18.23	BUY SIP
ITI Long Term Equity Fund-Reg(G)	Large-Growth	18-Oct-2019	25.03	1.90	-27.50	-31.26	NA	NA	NA	NA	-27.62	BUY SIP

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