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Sundaram Diversified Equity (G)

PLAN: Regular OPTIONS: Growth
102.031 0.74 (0.72%)

NAV as on 19 Feb, 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 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 19 Feb, 2018)

Period Returns (%) Rank #
1 mth -6.7 70
3 mth -1.1 71
6 mth 3.7 92
1 year 16.8 78
2 year 26.5 43
3 year 10.5 40
5 year 16.7 55

# Moneycontrol Rank within 117 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 -6.7 -1.1 3.7 16.8 26.5 10.5 16.7
Category avg -6.1 -0.5 6.3 18.3 20.9 7.8 12.5
Difference of Fund returns and Category returns -0.6 -0.6 -2.6 -1.5 5.6 2.7 4.2
Best of category -3.8 4.4 15.1 35.9 35.9 20.4 23.9
Worst of category -10.7 -4.6 -1.0 10.2 15.8 2.8 8.2
Benchmark returns # -6.2 -0.2 6.8 17.6 22.0 7.5 13.4
Difference of Fund returns and Benchmark returns -0.5 -0.9 -3.1 -0.8 4.5 3.0 3.3
Sundaram Diversified Equity (G) 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 Growth
Launch date Nov 22, 1999
Benchmark S&P BSE 200
Asset Size (Rs cr) 2,285.62 (Dec-31-2017)
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 4
14,284.77 0.9 6.3 22.2 8.9 22.5
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
640.62 -4.1 6.3 22.0 8.8 23.1
Reliance Tax Saver (ELSS) (G) Rank 3
9,359.70 -4.4 5.7 20.8 7.9 22.1
HDFC Tax Saver - Direct (G) Rank 4
491.37 -2.7 5.8 18.7 8.8 17.8
HDFC Tax Saver (G) Rank 3
6,527.11 -2.9 5.4 17.8 8.2 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 90.28 3.95
Reliance Oil & Gas 71.08 3.11
Ramco Cements Cement 70.85 3.10
Bajaj Finance Banking/Finance 64.91 2.84
Larsen Engineering 53.94 2.36
M&M Automotive 52.80 2.31
Siemens Engineering 50.06 2.19
ICICI Bank Banking/Finance 47.54 2.08
Cholamandalam Banking/Finance 43.20 1.89
Arvind Manufacturing 42.28 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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