• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Diversified Equity Fund (RIDCW-Q)

Formerly Sundaram Diversified Equity DR

Sundaram Mutual Fund

Sundaram Diversified Equity Fund (RIDCW-Q)

EquityTax Saving

16.5198

NAV (Jun 13)

14.5%
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).

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 ->

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
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
2.17
Launched (25y ago)
Nov 22, 1999
AUM in Crores
1577.961
ISIN
INF903J01520
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
500
Standard Deviation (3yr)
12
Standard Deviation (5yr)
19.4
Beta (3yr)
0.89
Beta (5yr)
1
Sharpe Ratio (3yr)
0.803
Sharpe Ratio (5yr)
0.489
YTM
0
Fund Managers

Sudhir Kedia

Fund Manager

Rohit Seksaria

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Diversified Equity Fund (RIDCW-Q)70%10,50,609 3,17,99714.5%
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.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Stock Holdings

reliance industries ltd

8.3%
8.3%

hdfc bank ltd

8.3%
8.3%

icici bank ltd

7%
7%

infosys ltd

3.9%
3.9%

larsen & toubro ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

33.9%
33.9%

industrials

12.1%
12.1%

consumer defensive

10.4%
10.4%

technology

9.1%
9.1%

consumer cyclical

8.8%
8.8%
See all sectors

Comparison with Equity Funds

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

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,495 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.1%

8.8%

18.8%

21%

5.3%

4.9%

20.7%

13.3%

18.7%

%

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 16.2% 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 6/13/2024 is ₹16.52 with the total AUM as of 6/13/2024 is ₹1577.961. 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 28.5% 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)?

Sundaram Diversified Equity Fund (RIDCW-Q) 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 (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.