Sundaram Diversified Equity Fund - Dividend - Reinvestment

3
ELSS NAV 14.3009 0 15 December, 2017

Fund Details

Category ELSS
Fund Type Open Ended
Investment Plan Dividend
Launch Date 22 November, 1999
Benchmark S&P BSE 200
Asset Size(Cr) 2569.1 (As on Sep 30, 2019)
Min Investment ₹ 500
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load 0
Expense Ratio 2.11% (As on Sep 30, 2019)
Fund Manager Bharath S, Krishnakumar S & Dwijendra Srivastava

Investment Returns (As on 15 Dec, 2017)

Duration Returns Benchmark Category
1 W 0.04% - -
1 M 5.3% - -
3 M 8.57% - -
6 M 4.02% - -
1 Y 8.4% - -
2 Y - - -
3 Y 8.09% - -
5 Y 8.18% - -
Returns Compare with Others
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  • 3Y
  • 5Y

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Diversified Equity Fund - Dividend - Reinvestment 8.4% 8.09% 8.18%
Mirae Asset Tax Saver Fund-Regular Plan-Growth -1.06% 34.91% 14.14%
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth -1.62% 31.66% 10.87%
Aditya Birla Sun Life Tax Relief 96 - Growth Option -3.68% 20.2% 4.85%
Axis Long Term Equity Fund - Regular Plan - Growth -11.72% 20.05% 8.83%

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