• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Diversified Equity Fund (Growth)

Formerly Sundaram BP Taxsaver Gr

Sundaram Mutual Fund

Sundaram Diversified Equity Fund (Growth)

EquityTax Saving

150.8895

NAV (Jan 27)

6.7%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
Scripbox Recommended Tax Saving Fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

150.8895

NAV (Jan 27)

Fund Returns

Last 1Y

3.7%

Last 3Y

12.7%

Last 5Y

6.7%

Last 10Y

12%

Since Inception

15.8%

6 Month CAGR

4.9%

Scheme Information

Investment 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.

Expense Ratio

2.16

Launched (24y ago)

Nov 22, 1999

AUM in Crores

1713.357

ISIN

INF903J01538

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Standard Deviation (3yr)

23.2

Standard Deviation (5yr)

20.4

Beta (3yr)

1

Beta (5yr)

1.01

Sharpe Ratio (3yr)

0.53

Sharpe Ratio (5yr)

0.212

YTM

0

Fund Managers

S. Bharath

Fund Manager

Sudhir Kedia

Fund Manager

Rohit Seksaria

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Diversified Equity Fund (Growth)70%861,233 128,6216.7%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

icici bank ltd

7.9%
7.9%

hdfc bank ltd

6.8%
6.8%

reliance industries ltd

5.1%
5.1%

infosys ltd

5%
5%

state bank of india

5%
5%
See all holdings

Allocation by Sector

financial services

41.4%
41.4%

industrials

14.8%
14.8%

technology

11.2%
11.2%

consumer cyclical

10.6%
10.6%

consumer defensive

5.6%
5.6%
See all sectors

Compare Sundaram Diversified Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,444 cr

₹ 4,848 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,405 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.8%

    8.3%

    17.6%

    18.8%

    11.6%

    11.1%

    10.6%

    13.7%

    11.7%

    7.2%

    Sundaram Diversified Equity Fund (G) Review

    Sundaram Diversified Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.8% over a period of 23 years. The fund was previously known as Sundaram BP Taxsaver Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, S. Bharath, Sudhir Kedia.

    Nav of Sundaram Diversified Equity Fund (G) as of 1/27/2023 is ₹150.89 with the total AUM as of 1/28/2023 is ₹1713.357. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Diversified Equity Fund (G) was launched on Nov 22, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Sundaram Diversified Equity Fund (G) is ₹0 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Diversified Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    Sundaram Diversified Equity Fund (G) is rated as a 2 fund in Equity and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Diversified Equity Fund (G).

    Frequently Asked Questions

    What is Sundaram Diversified Equity Fund (G)?

    Sundaram Diversified Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Diversified Equity Fund (G)?

    You can invest in Sundaram Diversified Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Diversified Equity Fund (G)?

    The minimum sip amount for Sundaram Diversified Equity Fund (G) is ₹0. You can invest in multiples of ₹500.

    Is Sundaram Diversified Equity Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Diversified Equity Fund (G) is a Neutral fund. You can investSundaram Diversified Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Diversified Equity Fund (G)?

    The expense ratio of the Sundaram Diversified Equity Fund (G) is 2.16% for regular plan.