Formerly Sundaram Diversified Equity DP
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.
₹ 1,856 Cr
The performance of the fund on a Fund Size metric has been Satisfactory
The performance of the fund on a Outperformance Consistency metric has been Neutral
View all 7 analysis
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.?
NAV (Oct 4)
6 Month CAGR
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.
Launched (23y ago)
Nov 22, 1999
AUM in Crores
IISL Nifty 500 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
icici bank ltd9.8%
hdfc bank ltd5.9%
state bank of india4.9%
reliance industries ltd4.9%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,714 cr
₹ 10,218 cr
₹ 14,940 cr
₹ 10,218 cr
₹ 14,940 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 56,015 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Diversified Equity fund (D-Q) is a Tax Saving Equity fund and has delivered an annualised return of 15.8% over a period of 22 years. The fund was previously known as Sundaram Diversified Equity DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Rohit Seksaria, S. Bharath, Sudhir Kedia.
Nav of Sundaram Diversified Equity fund (D-Q) as of 10/4/2022 is ₹13.13 with the total AUM as of 10/5/2022 is ₹1855.958. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Diversified Equity fund (D-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 (D-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 (D-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 (D-Q) is rated as a 1 fund in Equity and delivered 0.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Diversified Equity fund (D-Q).
What is Sundaram Diversified Equity fund (D-Q)?
How to invest in Sundaram Diversified Equity fund (D-Q)?
You can invest in Sundaram Diversified Equity fund (D-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 (D-Q)?
The minimum sip amount for Sundaram Diversified Equity fund (D-Q) is ₹0. You can invest in multiples of ₹500.
Is Sundaram Diversified Equity fund (D-Q) good to invest in?
As per Scripbox experts, Sundaram Diversified Equity fund (D-Q) is a Not Recommended fund. You can investSundaram Diversified Equity fund (D-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 (D-Q)?
The expense ratio of the Sundaram Diversified Equity fund (D-Q) is 2.12% for regular plan.