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Sundaram Diversified Equity - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
  • Latest (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
  • (Updated on 31st Dec 2019)
    Crisil Rank
  • (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank

Returns (NAV as on 20th October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 13-Oct-20 10023.70 0.24% - 0.07% 30/63
1 Month 18-Sep-20 10100.70 1.01% - 0.13% 25/63
3 Month 20-Jul-20 10800.70 8.01% - 9.12% 35/63
6 Month 20-Apr-20 12396.60 23.97% - 25.41% 40/63
YTD 01-Jan-20 9387.60 -6.12% - 0.14% 55/63
1 Year 18-Oct-19 9628.60 -3.71% -3.68% 3.82% 54/63
2 Year 19-Oct-18 10620.20 6.20% 3.05% 6.40% 45/60
3 Year 18-Oct-17 9592.50 -4.08% -1.37% 1.80% 42/50
5 Year 20-Oct-15 13162.40 31.62% 5.64% 8.19% 31/36
Since Inception 02-Jan-13 20366.50 103.67% 9.54% 8.86% 35/57

SIP Returns (NAV as on 20th October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Oct-19 12000 12796.5 6.64 % 12.45 %
2 Year 19-Oct-18 24000 24786.94 3.28 % 3.13 %
3 Year 18-Oct-17 36000 36113.85 0.32 % 0.2 %
5 Year 20-Oct-15 60000 65330.64 8.88 % 3.36 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.38% 1.01% 8.01% 23.97% -6.05% -3.68% 3.05% -1.37% 5.64%
Nifty 50 0.20% 3.41% 7.93% 28.45% -2.23% 2.00% 7.43% 5.44% 7.56%
Benchmark: S&P BSE 200 TRI 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.30% 0.13% 9.12% 25.41% 0.14% 3.82% 6.40% 1.80% 8.19%
Category Rank 19/63 25/63 35/63 40/63 55/63 54/63 45/60 42/50 31/36
Best in Category 0.89% 3.35% 19.08% 48.52% 23.64% 25.66% 25.66% 15.25% 15.59%
Worst in Category -0.15% -3.31% 0.55% 13.84% -16.07% -9.74% -7.08% -11.85% 1.48%

Best Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q2 - 2020 21.26% 24.82% 25.06% 14.27%
Q1 - 2017 15.43% 12.16% 13.44% 9.71%
Q4 - 2017 10.10% 5.84% 7.82% 11.91%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 200 TRI Category Average
Q1 - 2018 -7.64% -2.14% -3.67% -7.21%
Q1 - 2020 -30.27% -29.43% -29.01% -26.08%
Q4 - 2016 -6.70% -6.39% -7.03% -1.75%

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