Mutual Fund Research

Sundaram Diversified Equity(G)

As on Dec-11-2023 change fund
185.57  up0.80 (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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 31-Mar-2023)101.8271.53121.65146.73148.30
Net Assets(Rs Crores) (as on 31-Mar-2023) 2710.17 1775.04 2304.22 1925.70 1582.57
Scheme Returns(%)(Absolute)1.19-30.0075.0119.400.07
B'mark Returns(%)(Absolute)NANANANANA
Category Rank41/7554/7047/6744/6622/61
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
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 India3.03 
Larsen & Toubro Ltd.3.02 
Sun Pharmaceutical Industries...2.95 
Tata Consultancy Services Ltd.2.51 
ICRA Ltd.2.27 


Equity Linked Savings Scheme

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Sudhir Kedia,Rohit Seksaria

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private21.66
IT - Software11.38
Pharmaceuticals & Drugs5.96
Consumer Food5.22
Bank - Public5.08
Engineering - Construction3.02

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
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-20051,612.9316.2119.3614.5414.5515.23
Quant Tax Plan(G)Large-Growth 31-Mar-20005,614.5718.5532.3928.2724.6015.52
HDFC ELSS Tax saver(G)Large-Growth 31-Mar-199612,197.2126.0626.4817.0015.4023.49
Bandhan ELSS Tax Saver Fund-Reg(G)Large-Growth 26-Dec-20085,402.9521.1025.5519.1417.8518.47
SBI Long Term Equity Fund-Reg(G)Large-Growth 31-Mar-199317,279.1529.4224.7719.0816.3516.14
Nippon India ELSS Tax Saver Fund(G)Large-Growth 21-Sep-200513,073.4720.5423.8613.9615.4413.52
Bank of India Tax Advantage Fund-Reg(G)Large-Growth 25-Feb-2009951.2826.6023.8022.8818.0719.06
Parag Parikh ELSS Tax Saver Fund-Reg(G)Large-Growth 24-Jul-20192,334.2822.4023.09NANA23.13
Motilal Oswal ELSS Tax Saver Fund-Reg(G)Large-Growth 21-Jan-20152,760.8128.9123.0117.44NA15.59
Franklin India Taxshield(G)Large-Growth 10-Apr-19995,564.4522.2122.9816.7416.3821.21
DSP ELSS Tax Saver Fund-Reg(G)Large-Growth 18-Jan-200712,615.0721.9622.2419.0618.1714.92
Mahindra Manulife ELSS Tax Saver Fund-Reg(G)Large-Growth 18-Oct-2016702.6317.4621.7416.13NA12.56
Union Tax Saver (ELSS) Fund(G)Large-Growth 23-Dec-2011747.7919.6021.1418.3414.3914.96
Kotak ELSS Tax Saver Fund(G)Large-Growth 23-Nov-20054,393.1517.3020.7117.6617.4013.08
JM ELSS Tax Saver Fund(G)Large-Growth 31-Mar-2008100.0622.0720.5118.4817.568.61
PGIM India ELSS Tax Saver Fund-Reg(G)Large-Growth 11-Dec-2015597.6313.8520.4816.73NA14.21
Sundaram ELSS Tax Saver Fund-Reg(G)Large-Growth 31-Mar-19961,130.4717.3120.1115.8716.5016.07
ICICI Pru ELSS Tax Saver Fund(G)Large-Growth 19-Aug-199911,870.6717.6919.8516.2915.7219.34
Tata ELSS Tax Saver Fund-Reg(G)Large-Growth 13-Oct-20143,698.5416.5019.7716.64NA14.91
Mirae Asset Tax Saver Fund-Reg(G)Large-Growth 28-Dec-201518,842.8118.6419.7118.72NA18.44
Canara Rob ELSS Tax Saver-Reg(G)Large-Growth 02-Feb-20096,533.0616.6519.3518.5016.5419.17
Quantum ELSS Tax Saver Fund-Reg(G)Large-Growth 23-Dec-2008147.6419.6218.4413.2113.6316.23
Taurus ELSS Tax Saver Fund-Reg(G)Large-Growth 31-Mar-199667.6222.1018.2914.6614.5011.88
Edelweiss ELSS Tax saver Fund-Reg(G)Large-Growth 30-Dec-2008273.5017.9018.2814.9814.2315.58
ITI ELSS Tax Saver Fund-Reg(G)Large-Growth 18-Oct-2019230.7427.6017.78NANA16.40
Invesco India ELSS Tax Saver Fund(G)Large-Growth 29-Dec-20062,337.2722.7517.5615.4916.8414.49
HSBC ELSS Tax saver Fund-Reg(G)Large-Growth 27-Feb-20063,386.3120.5017.3013.5114.8913.71
UTI ELSS Tax Saver Fund-Reg(G)Large-Growth 01-Aug-20053,304.3516.1917.1716.2514.5811.99
LIC MF ELSS Tax Saver-Reg(G)Large-Growth 31-Mar-1998975.2719.6416.7914.0514.4410.07
Navi ELSS Tax Saver Fund-Reg(G)Large-Growth 30-Dec-201560.8117.4016.6112.95NA12.11
Baroda BNP Paribas ELSS Tax Saver Fund-Reg(G)Large-Growth 05-Jan-2006777.0222.1616.2615.8315.2711.78
Groww ELSS Tax Saver Fund-Reg(G)Large-Growth 28-Dec-201739.3716.9214.8912.51NA8.65
Shriram Long Term Equity Fund-Reg(G)Large-Growth 25-Jan-201941.6216.3414.33NANA13.85
Axis ELSS Tax Saver Fund-Reg(G)Large-Growth 29-Dec-200933,088.4115.1510.9812.9516.3915.76
Aditya Birla SL ELSS Tax Saver Fund(G)Large-Growth 10-Mar-200814,243.4112.6410.619.4814.2810.48
WOC ELSS Tax Saver Fund-Reg(G)Large-Growth 14-Oct-2022110.0323.61NANANA25.12
NJ ELSS Tax Saver Scheme-Reg(G)Large-Growth 16-Jun-2023137.33NANANANA22.30
Samco ELSS Tax Saver Fund-Reg(G)Large-Growth 22-Dec-202275.39NANANANA29.10
360 ONE ELSS Tax Saver Nifty 50 Index Fund-Reg(G)Large-Growth 28-Dec-202249.43NANANANA15.58
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