• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Formerly Sundaram Diversified Equity DR

Sundaram Mutual Fund

Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

EquityTax Saving

14.1059

NAV (Jan 21)

12.4%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

23 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,071 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

14.1059

NAV (Jan 21)

Fund Returns

Last 1Y

26.9%

Last 3Y

15.9%

Last 5Y

12.4%

Last 10Y

14.1%

Since Inception

16.4%

6 Month CAGR

13.4%

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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

2.11

Launched (23y ago)

Nov 22, 1999

AUM in Crores

2070.315

ISIN

INF903J01520

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Fund Managers
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Rohit Seksaria

Fund Manager

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S. Bharath

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,416 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    4.5%

    5.4%

    5.3%

    6.9%

    4.5%

    5.4%

    21.6%

    16%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Review

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Tax Saving Equity fund and has delivered an annualised return of 16.4% over a period of 22 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, S. Bharath.

    Nav of Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) as of 21/01/2022 is ₹14.11 with the total AUM as of 24/01/2022 is ₹2070.315. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (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 Inc Dist cum Cap Wdrl (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 Inc Dist cum Cap Wdrl (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 IISL Nifty 500 TR INR.

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is rated as a 3 fund in Equity and delivered 26.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q).

    Frequently Asked Questions

    What is Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)?

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    What is the expense ratio of the Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)?