• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly Sundaram Diversified Equity DS

Sundaram Mutual Fund

Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

EquityTax Saving

14.1086

NAV (Dec 03)

12.8%
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

2,178 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
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
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    Recommended Duration > 5 years
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    3 Years
  • graph-icon-gray
    Save Tax

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

Historical NAV

14.1086

NAV (Dec 3)

Fund Returns

Last 1Y

36.2%

Last 3Y

14.5%

Last 5Y

12.8%

Last 10Y

13.7%

Since Inception

16.4%

6 Month CAGR

12.4%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.14

Launched (22y ago)

Nov 22, 1999

AUM in Crores

2177.402

ISIN

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Fund Managers
user-avatar

Rohit Seksaria

Fund Manager

user-avatar

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.

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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)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,660 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

    5.1%

    7.5%

    18.6%

    12.2%

    4.6%

    5.5%

    4.6%

    5.5%

    5.5%

    6.9%

    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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

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

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

    Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (D-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 DS . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, S. Bharath

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

    The Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (D-Q) fund was launched on Nov 22, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-03 is ₹14.11. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹2177.402. The category risk of the Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2.14 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 99.8% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , infosys ltd , hdfc bank ltd , housing development finance corp ltd , axis bank ltd , state bank of india , grindwell norton ltd , tata consultancy services ltd , hcl technologies ltd , varun beverages ltd , larsen & toubro ltd , quess corp ltd , bharti airtel ltd , navin fluorine international ltd , jubilant foodworks ltd , schaeffler india ltd , sbi life insurance company limited , ramco cements ltd , bajaj finserv ltd , sona blw precision forgings ltd , crompton greaves consumer electricals ltd , hindustan unilever ltd , jindal steel & power ltd , hindalco industries ltd , ultratech cement ltd , bharat petroleum corp ltd , divi's laboratories ltd , gland pharma ltd , emami ltd , century plyboards (india) ltd , sun pharmaceuticals industries ltd , tech mahindra ltd , mahindra & mahindra ltd , itc ltd , kotak mahindra bank ltd , chemplast sanmar ltd , container corporation of india ltd , shriram transport finance co ltd , page industries ltd , kalyan jewellers india ltd , hindustan petroleum corp ltd , cipla ltd , bank of baroda , tube investments of india ltd ordinary shares , apollo hospitals enterprise ltd , the federal bank ltd , zomato ltd , housing development finance corporation ltd , treps , bharti airtel ltd - partially paid right shares , cash and other net current assets , reverse repo , share application money pending allotment

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (D-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 IISL Nifty 500 TR INR

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

    Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl (D-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 Transfer Inc Dist cum Cap Wdrl (D-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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