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Sundaram Diversified Equity (G)

PLAN: Regular OPTIONS: Growth
103.093 0.43 (0.41%)

NAV as on 18 Jun, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : ELSS
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in ELSS category by Crisil (for quarter ended Mar 2018) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 18 Jun, 2018)

Period Returns (%) Rank #
1 mth -0.2 45
3 mth 3.0 33
6 mth -2.2 50
1 year 5.4 69
2 year 16.5 55
3 year 12.8 29
5 year 17.9 43

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.8 - - - -
2017 14.5 6.1 1.2 9.2 37.5
2016 -5.1 11.3 7.0 -8.6 6.3
2015 3.7 -1.0 -4.6 2.4 3.1
2014 5.5 18.8 6.8 8.8 45.7
2013 -7.4 -0.1 -4.8 12.1 0.6

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.2 3.0 -2.2 5.4 16.5 12.8 17.9
Category avg -1.4 -- -1.7 8.3 13.9 9.6 12.2
Difference of Fund returns and Category returns 1.2 3.0 -0.5 -2.9 2.6 3.2 5.7
Best of category 3.4 8.5 6.0 21.0 27.5 20.1 25.3
Worst of category -5.1 -5.5 -14.7 -4.3 10.5 3.5 7.8
Benchmark returns # 1.6 5.8 1.8 11.2 15.9 10.9 14.9
Difference of Fund returns and Benchmark returns -1.8 -2.8 -4.0 -5.8 0.6 1.9 3.0
Sundaram Diversified Equity (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 2,546.46 (Mar-31-2018)
Minimum Investment Rs.500
Last Dividend Rs.5.00 (Jan-28-2005) View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / Madanagopal Ramu
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 3
14,939.31 8.2 5.4 17.0 13.0 23.9
Axis Long Term Equity - Direct (G) Rank 3
1,176.21 8.5 6.0 18.2 14.2 25.3
Reliance Tax Saver (ELSS) (G) Rank 5
9,729.27 -4.8 -14.7 -1.3 8.0 20.5
Reliance Tax Saver(ELSS)-Direct (G) Rank 5
706.48 -4.5 -14.2 -0.3 8.9 21.4
HDFC Tax Saver - Direct (G) Rank 4
521.59 0.3 -6.7 4.1 10.6 18.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 107.47 3.89
TCS Technology 107.41 3.89
Ramco Cements Cement 87.34 3.16
Bajaj Finance Banking/Finance 84.73 3.07
Quess Corp Engineering 80.66 2.92
Yes Bank Banking/Finance 74.76 2.71
M&M Automotive 73.38 2.66
Cholamandalam Banking/Finance 64.94 2.35
Infosys Technology 55.30 2.00
Mahindra CIE Manufacturing 53.93 1.95

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 21.42 19.46 19.46
Automotive 9.53 7.91 7.91
Engineering 9.18 12.99 12.99
Technology 7.84 5.85 5.85
Manufacturing 7.08 6.26 6.26
Miscellaneous 6.54 6.96 6.96

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 95.21
Others 0.08
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.73

View All

Concentration

Holdings (%)
Top 5 16.93
Top 10 28.60
Sector (%)
Top 3 40.13

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