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Sundaram Diversified Equity - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.446 0.19 (1.29%)

NAV as on 16 Feb, 2018

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 16 Feb, 2018)

Period Returns (%) Rank #
1 mth -5.4 67
3 mth 0.6 43
6 mth 4.3 77
1 year 19.1 63
2 year 32.5 35
3 year 11.3 34
5 year 29.5 46

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.6 2.8 -1.9 5.7 20.7
2016 -8.9 7.2 3.4 -12.1 -8.7
2015 0.6 -4.2 -7.9 -1.2 -9.9
2014 5.6 14.1 3.4 5.4 31.3
2013 -8.8 -0.1 -4.8 12.2 -0.7

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 -5.4 -2.7 -2.5 3.9 32.5 11.3 29.5
Category avg -4.7 2.9 8.9 21.9 21.6 8.5 12.9
Difference of Fund returns and Category returns -0.7 -5.6 -11.4 -18.0 10.9 2.8 16.6
Best of category -2.3 7.3 16.5 37.4 37.6 20.8 24.3
Worst of category -7.8 -2.7 -0.4 11.7 17.7 3.4 8.7
Benchmark returns # -3.5 1.7 6.1 20.1 24.1 7.9 13.8
Difference of Fund returns and Benchmark returns -1.9 -4.4 -8.6 -16.2 8.4 3.4 15.7
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 45.54 (Dec-31-2017)
Minimum Investment Rs.500
Last Dividend Rs.0.50 (Sep-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
14,284.77 2.3 6.3 23.7 9.7 22.9
ICICI Pru Long Term Equity (Tax Svng)-G Rank 5
4,433.77 3.2 8.8 15.0 8.0 17.9
ICICI Pru Long Term Equity-Tax Svng-DP-G Rank 5
342.02 3.5 9.5 16.5 9.3 19.1
Reliance Tax Saver (ELSS) (G) Rank 3
9,359.70 -2.4 6.4 22.6 8.7 22.9
HDFC Tax Saver - Direct (G) Rank 4
491.37 -0.8 6.5 20.6 9.5 18.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 1.80 3.95
Reliance Oil & Gas 1.42 3.11
Ramco Cements Cement 1.41 3.10
Bajaj Finance Banking/Finance 1.29 2.84
Larsen Engineering 1.07 2.36
M&M Automotive 1.05 2.31
Siemens Engineering 1.00 2.19
ICICI Bank Banking/Finance 0.95 2.08
Cholamandalam Banking/Finance 0.86 1.89
Arvind Manufacturing 0.84 1.85

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.53 0.00 0.00
Engineering 9.65 0.00 0.00
Automotive 8.13 0.00 0.00
Manufacturing 7.24 0.00 0.00
Oil & Gas 6.70 0.00 0.00
Miscellaneous 5.88 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 98.87
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.12

View All

Concentration

Holdings (%)
Top 5 15.36
Top 10 25.68
Sector (%)
Top 3 39.31

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