- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Diversified Equity Fund (RIDCW-Q)
Formerly Sundaram Diversified Equity DR
Sundaram Diversified Equity Fund (RIDCW-Q)
₹ 15.401
NAV (Apr 16)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.401
NAV (Apr 16)
Fund Returns
Last 1Y | 27.1% |
Last 3Y | 16.7% |
Last 5Y | 13.3% |
Last 10Y | 13.8% |
Since Inception | 16% |
6 Month CAGR | 11% |
Scheme Information
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 | 2.17 |
Launched (25y ago) | Nov 22, 1999 |
AUM in Crores | 1603.919 |
ISIN | INF903J01520 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.3 |
Standard Deviation (5yr) | 19.4 |
Beta (3yr) | 0.89 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 0.882 |
Sharpe Ratio (5yr) | 0.499 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Diversified Equity Fund (RIDCW-Q) | 10,18,231 | 2,85,619 | 13.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
reliance industries ltd
8.4%hdfc bank ltd
8.1%icici bank ltd
7%infosys ltd
4.6%sun pharmaceuticals industries ltd
3.8%Allocation by Sector
financial services
35.5%technology
11.2%consumer defensive
10.2%industrials
10%consumer cyclical
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.7% | 20.6% | ||
5.1% | 4.8% | ||
21.6% | 12.9% | ||
19.9% | % |
Sundaram Diversified Equity Fund (RIDCW-Q) Review
Sundaram Diversified Equity Fund (RIDCW-Q) is a Tax Saving Equity fund and has delivered an annualised return of 16% over a period of 24 years. The fund was previously known as Sundaram Diversified Equity DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, Sudhir Kedia.
Nav of Sundaram Diversified Equity Fund (RIDCW-Q) as of 4/16/2024 is ₹15.40 with the total AUM as of 4/18/2024 is ₹1603.919. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Diversified Equity Fund (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) 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 Nifty 500 TR INR.
Sundaram Diversified Equity Fund (RIDCW-Q) is rated as a 2 fund in Equity and delivered 27.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Diversified Equity Fund (RIDCW-Q).
Frequently Asked Questions
What is Sundaram Diversified Equity Fund (RIDCW-Q)?
How to invest in Sundaram Diversified Equity Fund (RIDCW-Q)?
You can invest in Sundaram Diversified Equity Fund (RIDCW-Q) 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 (RIDCW-Q)?
The minimum sip amount for Sundaram Diversified Equity Fund (RIDCW-Q) is ₹0. You can invest in multiples of ₹500.
Is Sundaram Diversified Equity Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, Sundaram Diversified Equity Fund (RIDCW-Q) is a Neutral fund. You can investSundaram Diversified Equity Fund (RIDCW-Q) 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 (RIDCW-Q)?
The expense ratio of the Sundaram Diversified Equity Fund (RIDCW-Q) is 2.17% for regular plan.