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Sundaram Diversified Equity (D)

PLAN: Regular OPTIONS: Dividend
14.646 0.1 (0.67%)

NAV as on 13 Dec, 2017

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 Sep 2017) down from Rank 2 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 13 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.1 54
3 mth 2.0 84
6 mth 6.7 91
1 year 31.5 50
2 year 21.3 46
3 year 14.5 31
5 year 17.1 28

# Moneycontrol Rank within 109 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.5 2.6 -2.2 - -
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
2012 17.5 -2.7 10.0 4.1 34.3

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 1.1 2.0 6.7 31.5 21.3 14.5 17.1
Category avg 1.0 3.7 9.9 28.9 17.5 10.3 12.6
Difference of Fund returns and Category returns 0.1 -1.7 -3.2 2.6 3.8 4.2 4.5
Best of category 4.2 9.3 22.4 48.0 30.1 19.6 24.5
Worst of category -2.5 -2.7 4.2 16.9 11.7 5.7 8.6
Benchmark returns # 0.8 2.2 8.1 28.4 18.1 10.2 13.5
Difference of Fund returns and Benchmark returns 0.3 -0.2 -1.4 3.1 3.2 4.3 3.6
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) 1,934.46 (Sep-30-2017)
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 3
13,359.09 1.5 8.4 30.2 12.8 22.2
Axis Long Term Equity - Direct (G) Rank 3
926.97 1.8 9.0 31.7 14.1 --
Reliance Tax Saver (ELSS) (G) Rank 3
8,405.84 6.9 14.2 36.0 13.1 22.3
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
554.28 7.2 14.8 37.3 14.1 --
HDFC Tax Saver (G) Rank 4
6,113.27 4.7 9.3 29.9 10.7 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 97.83 4.33
Reliance Oil & Gas 81.38 3.60
Bajaj Finance Banking/Finance 74.57 3.30
Ramco Cements Cement 69.85 3.09
Siemens Engineering 57.62 2.55
M&M Automotive 53.08 2.35
ICICI Bank Banking/Finance 50.25 2.22
Hero Motocorp Automotive 47.77 2.11
Larsen Engineering 46.78 2.07
Infosys Technology 43.82 1.94

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.28 0.00 0.00
Engineering 8.95 0.00 0.00
Automotive 8.35 0.00 0.00
Manufacturing 6.92 0.00 0.00
Oil & Gas 6.15 0.00 0.00
Technology 5.66 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 95.35
Others 0.10
Debt 0.00
Mutual Funds N.A
Money Market 3.49
Cash / Call 1.03

View All

Concentration

Holdings (%)
Top 5 16.87
Top 10 27.56
Sector (%)
Top 3 39.58

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