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Sundaram Diversified Equity (D)

PLAN: Regular OPTIONS: Dividend
14.094 0.18 (1.27%)

NAV as on 23 Feb, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.

52/100

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 Dec 2017) 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 23 Feb, 2018)

Period Returns (%) Rank #
1 mth -7.0 75
3 mth -1.3 76
6 mth 5.5 80
1 year 17.7 74
2 year 28.0 40
3 year 11.4 38
5 year 17.2 55

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.5 2.6 -2.2 5.5 19.6
2016 -9.0 7.1 3.2 -12.2 -9.1
2015 0.4 -4.3 -7.9 -1.3 -10.3
2014 5.5 14.0 3.2 5.3 30.8
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 -7.0 -1.3 5.5 17.7 28.0 11.4 17.2
Category avg -6.4 -0.7 7.3 18.2 21.9 8.3 12.8
Difference of Fund returns and Category returns -0.6 -0.6 -1.8 -0.5 6.1 3.1 4.4
Best of category -1.9 4.0 15.0 35.1 37.2 21.0 24.4
Worst of category -9.9 -5.0 -0.4 10.1 17.4 3.4 8.7
Benchmark returns # -6.0 0.6 7.0 18.3 23.7 8.2 14.1
Difference of Fund returns and Benchmark returns -1.0 -1.9 -1.5 -0.6 4.3 3.2 3.1
Sundaram Diversified Equity (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A lock-in period of 3 years is applicable.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 119.40 (Feb-02-2018)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Dec-13-2017) 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 4
65.21 1.6 7.3 23.3 9.7 23.0
Axis Long Term Equity - Direct (G) Rank 3
80.87 1.9 7.9 24.7 10.9 24.4
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
110.85 -4.7 7.1 20.9 9.1 23.5
Reliance Tax Saver (ELSS) (G) Rank 3
103.11 -5.0 6.6 19.7 8.2 22.6
HDFC Tax Saver - Direct (G) Rank 4
629.24 -3.3 6.8 18.2 9.6 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 112.51 4.24
Larsen Engineering 85.14 3.21
Reliance Oil & Gas 83.15 3.13
Ramco Cements Cement 76.61 2.89
Bajaj Finance Banking/Finance 69.49 2.62
Quess Corp Engineering 68.31 2.57
M&M Automotive 60.23 2.27
ICICI Bank Banking/Finance 59.99 2.26
Siemens Engineering 58.96 2.22
TCS Technology 52.63 1.98

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 19.46 0.00 0.00
Engineering 12.99 0.00 0.00
Automotive 7.91 0.00 0.00
Miscellaneous 6.96 0.00 0.00
Oil & Gas 6.38 0.00 0.00
Manufacturing 6.26 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 98.41
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 4.77
Cash / Call -3.16

View All

Concentration

Holdings (%)
Top 5 16.09
Top 10 27.39
Sector (%)
Top 3 40.36

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