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Asset Size:2477Cr
Expense Ratio:2.13%
Fund Manager(s):S Krishnakumar,
5year Returns:8.87%

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Sundaram Diversified Equity Fund Growth

Sundaram       

Tax Savings
ELSS (Tax Savings)

Nav : 93.8182 ( 0.34%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

14

Annualized Returns(5 yrs)

8.87%

Investment Horizon

>3 Yr

Doubled Money

8yrs 1m

Returns since November 22nd, 1999

16%

Min Investment ₹250

Amount Invested

57.2L

Projected Wealth Gained

45.3L

Projected Maturity Amount

1Cr

Sundaram     

Tax Savings
ELSS (Tax Savings)

Nav : 93.8182 ( 0.34%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹250

Amount Invested

57.2L

Projected Wealth Gained

45.3L

Projected Maturity Amount

1Cr

Rank (of 245)

14

Annualized Returns(5 yrs)

8.87%

Investment Horizon

>3 Yr

Doubled Money

8yrs 1m

Returns since November 22nd, 1999

16%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Sundaram
Launch Date
November 22nd, 1999
Expense Ratio
2.13%
Fund Category Risk
High
Std Dev (1Yr)
17.061
Std Dev (3Yr)
14.644
Std Dev (5Yr)
15.676
Asset Size
2477Cr
Investment Details
Investment Plan
Growth
Return since Launch
16 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 44 28583362/3367