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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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Category: Equity: ELSS
Launch Date: 10-05-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.2% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,488.71 Cr As on (31-07-2025)
Turn over: 14
NAV as on 19-08-2025

223.5556

1.66 (0.7413%)

CAGR Since Inception

14.94%

NIFTY 500 TRI 12.48%

PERFORMANCE of Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 3.68 13.46 18.99 11.2 14.94
NIFTY 500 TRI 0.68 15.91 20.89 13.73 12.48
Equity: ELSS 0.02 16.62 20.43 13.14 14.81
Yearly Performance (%)
NAV Movement
Fund Managers

FM 1- Mr. Sudhir Kedia, FM 2- Rohit Seksaria

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

RETURNS CALCULATOR for Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
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Key Performance and Risk Statistics of Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 11.71 0.75 -0.99 0.85 - -
Equity: ELSS - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 3.68 14.57 13.46 18.99 11.2
HSBC Tax Saver Equity Fund - Growth 05-01-2007 7.93 23.44 18.97 21.95 12.87
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 7.53 23.14 0.0 0.0 0.0
HDFC ELSS Tax saver - Growth Plan 05-03-1996 6.38 24.29 22.01 24.81 13.33
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 6.34 20.73 18.57 22.07 0.0
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 4.37 19.11 16.32 20.8 12.92
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 4.16 16.95 15.38 20.52 13.49
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option 29-03-1996 4.01 17.81 13.88 14.18 10.46
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 3.81 14.15 13.67 19.67 0.0
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 3.41 18.6 12.21 15.65 11.43
PORTFOLIO ANALYSIS of Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Portfolio as on