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  • 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

14.7095

NAV (Oct 13)

11.9%
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

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

Relative Size

2,237 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
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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.

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    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

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Historical NAV

14.7095

NAV (Oct 13)

Fund Returns

Last 1Y
57.8%
Last 3Y
17.6%
Last 5Y
11.9%
Last 10Y
14.2%
Since Inception
16.7%
6 Month CAGR
26.9%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.13
Launched (22y ago)
Nov 22, 1999
AUM in Crores
2236.881
ISIN
INF903J01520
Lock-in
3
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
0
Lumpsum Min.
500
Fund Managers
user-avatar

Rohit Seksaria

Fund Manager

user-avatar

S. Bharath

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,379 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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

    22.3%

    12.6%

    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.5%

    7.2%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    Create an Account

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    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Tax Saving Equity fund and has delivered an annualised return of 16.7% over a period of 21 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

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) NAV,AUM,Risk

    The Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Nov 22, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-13 is ₹14.71. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹2236.881. The category risk of the Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Very High Risk. The fund charges 2.13 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 99.7% in this asset class. The top three holdings of the fund are , reliance industries ltd , infosys ltd , icici bank ltd , hdfc bank ltd , housing development finance corp ltd , axis bank ltd , hcl technologies ltd , state bank of india , tata consultancy services ltd , grindwell norton ltd , varun beverages ltd , navin fluorine international ltd , quess corp ltd , larsen & toubro ltd , sbi life insurance company limited , jubilant foodworks ltd , bharti airtel ltd , hindustan unilever ltd , schaeffler india ltd , crompton greaves consumer electricals ltd , ramco cements ltd , bajaj finserv ltd , emami ltd , sona blw precision forgings ltd , bharat petroleum corp ltd , hindalco industries ltd , jindal steel & power ltd , ultratech cement ltd , divi's laboratories ltd , gland pharma ltd , sun pharmaceuticals industries ltd , century plyboards (india) ltd , container corporation of india ltd , mahindra & mahindra ltd , tech mahindra ltd , itc ltd , kotak mahindra bank ltd , chemplast sanmar ltd , shriram transport finance co ltd , cipla ltd , page industries ltd , bank of baroda , kalyan jewellers india ltd , apollo hospitals enterprise ltd , treps , the federal bank ltd , tube investments of india ltd ordinary shares , rane holdings ltd , icici lombard general insurance co ltd , housing development finance corporation ltd , zomato ltd , cash and other net current assets

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Investment volatility and Horizon

    This fund 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 S&P BSE 200 India TR INR

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

    Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Diversified Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 4 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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