Reliabull Wealth Managers Pvt. Ltd.

Sundaram Diversified Equity(G)

As on Dec-11-2023 change fund

185.57

0.80 (0.43%)

fund objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021	2021-2022	2022-2023
NAV in Rs (as on 31-Mar-2023)	101.82	71.53	121.65	146.73	148.30
Net Assets(Rs Crores) (as on 31-Mar-2023)	2710.17	1775.04	2304.22	1925.70	1582.57
Scheme Returns(%)(Absolute)	1.19	-30.00	75.01	19.40	0.07
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	41/75	54/70	47/67	44/66	22/61

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2023-2024	12.23	4.06	NA	NA
2022-2023	-8.20	11.40	2.80	-3.86
2021-2022	8.30	11.43	1.00	-1.05
2020-2021	17.75	10.69	20.92	7.92
2019-2020	0.78	-3.54	3.68	-30.30

Top 10 holdings

company	(%)
HDFC Bank Ltd.	9.36
ICICI Bank Ltd.	6.83
Reliance Industries Ltd.	6.78
Infosys Ltd.	5.14
Axis Bank Ltd.	3.22
State Bank Of India	3.03
Larsen & Toubro Ltd.	3.02
Sun Pharmaceutical Industries...	2.95
Tata Consultancy Services Ltd.	2.51
ICRA Ltd.	2.27

Top 10 sectors

sectors	(%)
Bank - Private	21.66
IT - Software	11.38
Refineries	6.78
Pharmaceuticals & Drugs	5.96
Consumer Food	5.22
Bank - Public	5.08
Automobiles-Trucks/Lcv	3.75
Engineering - Construction	3.02
Ratings	2.27
Cable	2.25

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Diversified Equity(G)	Large-Growth	02-May-2005	1,612.93	16.21	19.36	14.54	14.55	15.23
Quant Tax Plan(G)	Large-Growth	31-Mar-2000	5,614.57	18.55	32.39	28.27	24.60	15.52
HDFC ELSS Tax saver(G)	Large-Growth	31-Mar-1996	12,197.21	26.06	26.48	17.00	15.40	23.49
Bandhan ELSS Tax Saver Fund-Reg(G)	Large-Growth	26-Dec-2008	5,402.95	21.10	25.55	19.14	17.85	18.47
SBI Long Term Equity Fund-Reg(G)	Large-Growth	31-Mar-1993	17,279.15	29.42	24.77	19.08	16.35	16.14
Nippon India ELSS Tax Saver Fund(G)	Large-Growth	21-Sep-2005	13,073.47	20.54	23.86	13.96	15.44	13.52
Bank of India Tax Advantage Fund-Reg(G)	Large-Growth	25-Feb-2009	951.28	26.60	23.80	22.88	18.07	19.06
Parag Parikh ELSS Tax Saver Fund-Reg(G)	Large-Growth	24-Jul-2019	2,334.28	22.40	23.09	NA	NA	23.13
Motilal Oswal ELSS Tax Saver Fund-Reg(G)	Large-Growth	21-Jan-2015	2,760.81	28.91	23.01	17.44	NA	15.59
Franklin India Taxshield(G)	Large-Growth	10-Apr-1999	5,564.45	22.21	22.98	16.74	16.38	21.21
DSP ELSS Tax Saver Fund-Reg(G)	Large-Growth	18-Jan-2007	12,615.07	21.96	22.24	19.06	18.17	14.92
Mahindra Manulife ELSS Tax Saver Fund-Reg(G)	Large-Growth	18-Oct-2016	702.63	17.46	21.74	16.13	NA	12.56
Union Tax Saver (ELSS) Fund(G)	Large-Growth	23-Dec-2011	747.79	19.60	21.14	18.34	14.39	14.96
Kotak ELSS Tax Saver Fund(G)	Large-Growth	23-Nov-2005	4,393.15	17.30	20.71	17.66	17.40	13.08
JM ELSS Tax Saver Fund(G)	Large-Growth	31-Mar-2008	100.06	22.07	20.51	18.48	17.56	8.61
PGIM India ELSS Tax Saver Fund-Reg(G)	Large-Growth	11-Dec-2015	597.63	13.85	20.48	16.73	NA	14.21
Sundaram ELSS Tax Saver Fund-Reg(G)	Large-Growth	31-Mar-1996	1,130.47	17.31	20.11	15.87	16.50	16.07
ICICI Pru ELSS Tax Saver Fund(G)	Large-Growth	19-Aug-1999	11,870.67	17.69	19.85	16.29	15.72	19.34
Tata ELSS Tax Saver Fund-Reg(G)	Large-Growth	13-Oct-2014	3,698.54	16.50	19.77	16.64	NA	14.91
Mirae Asset Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2015	18,842.81	18.64	19.71	18.72	NA	18.44
Canara Rob ELSS Tax Saver-Reg(G)	Large-Growth	02-Feb-2009	6,533.06	16.65	19.35	18.50	16.54	19.17
Quantum ELSS Tax Saver Fund-Reg(G)	Large-Growth	23-Dec-2008	147.64	19.62	18.44	13.21	13.63	16.23
Taurus ELSS Tax Saver Fund-Reg(G)	Large-Growth	31-Mar-1996	67.62	22.10	18.29	14.66	14.50	11.88
Edelweiss ELSS Tax saver Fund-Reg(G)	Large-Growth	30-Dec-2008	273.50	17.90	18.28	14.98	14.23	15.58
ITI ELSS Tax Saver Fund-Reg(G)	Large-Growth	18-Oct-2019	230.74	27.60	17.78	NA	NA	16.40
Invesco India ELSS Tax Saver Fund(G)	Large-Growth	29-Dec-2006	2,337.27	22.75	17.56	15.49	16.84	14.49
HSBC ELSS Tax saver Fund-Reg(G)	Large-Growth	27-Feb-2006	3,386.31	20.50	17.30	13.51	14.89	13.71
UTI ELSS Tax Saver Fund-Reg(G)	Large-Growth	01-Aug-2005	3,304.35	16.19	17.17	16.25	14.58	11.99
LIC MF ELSS Tax Saver-Reg(G)	Large-Growth	31-Mar-1998	975.27	19.64	16.79	14.05	14.44	10.07
Navi ELSS Tax Saver Fund-Reg(G)	Large-Growth	30-Dec-2015	60.81	17.40	16.61	12.95	NA	12.11
Baroda BNP Paribas ELSS Tax Saver Fund-Reg(G)	Large-Growth	05-Jan-2006	777.02	22.16	16.26	15.83	15.27	11.78
Groww ELSS Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2017	39.37	16.92	14.89	12.51	NA	8.65
Shriram Long Term Equity Fund-Reg(G)	Large-Growth	25-Jan-2019	41.62	16.34	14.33	NA	NA	13.85
Axis ELSS Tax Saver Fund-Reg(G)	Large-Growth	29-Dec-2009	33,088.41	15.15	10.98	12.95	16.39	15.76
Aditya Birla SL ELSS Tax Saver Fund(G)	Large-Growth	10-Mar-2008	14,243.41	12.64	10.61	9.48	14.28	10.48
WOC ELSS Tax Saver Fund-Reg(G)	Large-Growth	14-Oct-2022	110.03	23.61	NA	NA	NA	25.12
NJ ELSS Tax Saver Scheme-Reg(G)	Large-Growth	16-Jun-2023	137.33	NA	NA	NA	NA	22.30
Samco ELSS Tax Saver Fund-Reg(G)	Large-Growth	22-Dec-2022	75.39	NA	NA	NA	NA	29.10
360 ONE ELSS Tax Saver Nifty 50 Index Fund-Reg(G)	Large-Growth	28-Dec-2022	49.43	NA	NA	NA	NA	15.58

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