Reliabull Wealth Managers Pvt. Ltd.

Sundaram Diversified Equity(G)

As on Mar-31-2023 change fund

148.30

2.53 (1.74%)

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	1623.43
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
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
2018-2019	1.31	-4.84	1.03	5.34

Top 10 holdings

company	(%)
ICICI Bank Ltd.	7.50
Reliance Industries Ltd.	6.39
HDFC Bank Ltd.	6.02
Infosys Ltd.	5.22
Housing Development Finance Co...	4.37
State Bank Of India	3.89
Tata Consultancy Services Ltd.	3.37
Axis Bank Ltd.	3.27
Ashok Leyland Ltd.	2.85
Polycab India Ltd.	2.58

Top 10 sectors

sectors	(%)
Bank - Private	18.84
IT - Software	12.06
Refineries	6.39
Bank - Public	6.06
Finance - Housing	4.87
Automobiles-Trucks/Lcv	4.72
Consumer Food	4.28
Cable	2.58
Engineering - Construction	2.47
Abrasives	2.34

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	1,623.43	1.08	27.51	8.35	12.70	14.45
Quant Tax Plan(G)	Large-Growth	31-Mar-2000	2,779.06	-1.04	48.53	20.65	21.52	14.51
Bandhan Tax Advt(ELSS) Fund-Reg(G)	Large-Growth	26-Dec-2008	4,024.37	0.72	38.14	11.86	16.69	17.41
Parag Parikh Tax Saver Fund-Reg(G)	Large-Growth	24-Jul-2019	1,147.11	6.40	33.13	NA	NA	20.19
PGIM India ELSS Tax Saver Fund-Reg(G)	Large-Growth	11-Dec-2015	451.02	0.50	31.39	12.31	NA	12.79
HDFC TaxSaver(G)	Large-Growth	31-Mar-1996	9,723.21	8.29	30.88	9.75	13.45	22.86
SBI Long Term Equity Fund-Reg(G)	Large-Growth	31-Mar-1993	12,158.35	6.86	30.54	11.17	14.04	15.33
Franklin India Taxshield(G)	Large-Growth	10-Apr-1999	4,584.10	2.58	30.40	10.42	14.29	20.47
Mirae Asset Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2015	14,043.25	-1.20	30.26	14.11	NA	16.45
Bank of India Tax Advantage-Eco(G)	Large-Growth	25-Feb-2009	676.90	-0.04	29.70	12.83	16.80	18.09
DSP Tax Saver Fund-Reg(G)	Large-Growth	18-Jan-2007	10,129.21	0.15	29.58	12.42	16.44	13.71
Kotak Tax Saver Fund(G)	Large-Growth	23-Nov-2005	3,167.04	2.28	28.97	13.18	15.00	12.22
Union Long Term Equity Fund(G)	Large-Growth	23-Dec-2011	573.72	0.37	28.87	12.40	12.40	13.37
Mahindra Manulife ELSS Fund-Reg(G)	Large-Growth	18-Oct-2016	525.18	0.23	28.87	10.41	NA	10.21
Sundaram Tax Savings Fund-Reg(G)(Adjusted)	Large-Growth	31-Mar-1996	930.82	-0.40	28.78	9.71	13.83	17.65
Nippon India Tax Saver (ELSS) Fund(G)	Large-Growth	21-Sep-2005	11,210.87	-0.21	28.49	5.74	13.66	12.36
ICICI Pru LT Equity Fund (Tax Saving)(G)	Large-Growth	19-Aug-1999	9,819.28	-2.72	28.12	10.69	14.81	18.73
JM Tax Gain Fund(G)	Large-Growth	31-Mar-2008	70.76	-0.78	27.93	11.92	16.04	7.09
Canara Rob Equity Tax Saver Fund-Reg(G)	Large-Growth	02-Feb-2009	4,685.85	-0.53	27.59	14.33	14.99	18.32
Quantum Tax Saving Fund-Reg(G)	Large-Growth	23-Dec-2008	115.24	2.20	27.51	8.58	12.06	15.07
Tata India Tax Savings Fund-Reg(G)	Large-Growth	13-Oct-2014	3,078.13	-0.05	26.67	10.80	NA	13.01
HSBC ELSS Fund-Reg(G)	Large-Growth	27-Feb-2006	3,007.29	-1.60	25.78	7.61	13.46	12.76
Motilal Oswal Long Term Equity Fund-Reg(G)	Large-Growth	21-Jan-2015	2,187.74	5.93	25.57	8.53	NA	12.78
UTI LT Equity Fund (Tax Saving)-Reg(G)	Large-Growth	01-Aug-2005	2,797.03	-4.60	25.38	10.03	12.81	10.97
Edelweiss Long Term Equity Fund (Tax Savings)-Reg(G)	Large-Growth	30-Dec-2008	209.34	-1.26	25.34	8.72	13.05	14.60
Taurus Tax Shield Fund-Reg(G)	Large-Growth	31-Mar-1996	59.82	4.78	24.83	9.59	12.92	11.28
Navi ELSS Tax Saver Fund-Reg(G)	Large-Growth	30-Dec-2015	56.91	-1.07	23.40	8.58	NA	9.88
ITI Long Term Equity Fund-Reg(G)	Large-Growth	18-Oct-2019	156.23	4.68	23.17	NA	NA	9.87
Invesco India Tax Plan(G)	Large-Growth	29-Dec-2006	1,833.12	-6.87	22.74	9.73	14.87	13.20
LIC MF Tax Plan-Reg(G)	Large-Growth	31-Mar-1998	401.87	-2.84	21.83	9.08	12.96	9.33
Baroda BNP Paribas ELSS Fund-Reg(G)	Large-Growth	05-Jan-2006	651.98	-3.90	20.43	9.48	13.59	10.56
Indiabulls Tax Savings Fund-Reg(G)	Large-Growth	28-Dec-2017	36.36	-0.77	20.43	6.05	NA	5.06
IDBI Equity Advantage Fund-Reg(G)	Large-Growth	10-Sep-2013	455.76	-0.21	20.11	7.99	NA	15.02
Shriram Long Term Equity Fund-Reg(G)	Large-Growth	25-Jan-2019	36.69	-1.26	18.92	NA	NA	10.03
Axis Long Term Equity Fund-Reg(G)	Large-Growth	29-Dec-2009	28,754.21	-11.26	16.43	8.56	15.67	14.59
Aditya Birla SL Tax Relief '96(G)	Large-Growth	10-Mar-2008	12,755.21	-4.37	15.62	4.75	13.32	9.44
IIFL ELSS Nifty 50 Tax Saver Index Fund-Reg(G)	Large-Growth	28-Dec-2022	26.77	NA	NA	NA	NA	-4.71
Samco ELSS Tax Saver Fund-Reg(G)	Large-Growth	22-Dec-2022	37.42	NA	NA	NA	NA	-1.50
WOC Tax Saver Fund-Reg(G)	Large-Growth	14-Oct-2022	39.24	NA	NA	NA	NA	-3.40

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