Last NAV: 91.2762

SUNDARAM DIVERSIFIED EQUITY FUND   -   Growth

(Old Name : SUNDARAM DIVERSIFIED EQUITY A LONG TERM TAX SAVER FUND )

INVESTMENT OBJECTIVE : The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
13.17% 5.02% -6.31% -15.10% -11.05% 0.00%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.65 0.79 0.23 20.27% -57.88% 59.56%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   2,172.65   Cr.
Inception Date 02/05/2005
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 46
Expense Ratio 2.14

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2005 0.00 0.00 0.00 0.00 8.66 -0.46 10.32 9.02 6.04 -7.46 11.69 12.08 59.80
2006 8.92 -0.55 9.78 6.22 -13.08 -9.56 -1.72 8.40 6.94 5.90 6.40 3.52 31.97
2007 2.60 -9.05 0.67 5.26 4.21 1.83 4.74 -0.23 15.05 19.01 1.48 10.51 68.38
2008 -17.47 -1.56 -12.54 8.53 -4.34 -13.43 3.86 1.42 -8.20 -16.47 -6.71 8.94 -47.58
2009 -5.55 -5.87 3.62 15.98 32.80 -5.52 11.36 3.35 8.34 -5.63 5.42 3.43 72.02
2010 -5.61 -1.34 4.46 3.36 -4.94 4.34 2.82 2.13 8.66 0.84 -2.62 1.18 13.06
2011 -10.38 -5.55 6.90 0.41 -2.41 -0.57 0.20 -7.39 -1.24 5.09 -5.93 -6.54 -25.35
2012 12.74 5.96 -1.59 -2.48 -5.23 6.41 1.14 0.31 8.92 -0.86 4.09 2.00 34.47
2013 1.07 -6.48 -1.24 3.18 -0.55 -2.13 -4.14 -4.08 4.64 9.23 -1.16 4.13 1.39
2014 -4.70 2.85 7.63 0.10 10.82 7.10 -0.57 5.05 2.47 4.22 4.50 -0.25 45.72
2015 5.79 -0.52 -1.44 -3.72 3.47 0.53 5.14 -7.05 -1.02 2.34 0.94 -0.66 3.12
2016 -6.13 -10.51 13.55 3.27 3.29 4.29 5.47 2.69 -0.29 2.35 -7.10 -1.94 6.84
2017 7.10 4.78 2.74 5.87 0.76 0.38 4.31 -1.92 -0.28 4.42 1.33 0.00 33.27
2018 3.24 -3.46 -4.35 7.78 -3.14 -2.96 3.10 3.04 -10.42 -2.93 2.80 1.24 -7.15
2019 -2.16 -0.08 7.74 -0.19 3.18 -2.14 -7.51 -1.27 5.63 2.90 0.55 0.21 6.17
2020 1.25 -4.98 -27.55 11.68 -2.27 7.88 6.37 1.88 0.00 0.00 0.00 0.00 -11.05
all values are in %


Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

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About Fund Managers:

S Krishnakumar Sundaram

  • Job Since 10/04/2015
  • About Mr. Kumar is a B. Tech from National Institute of Technology Trichy and MBA from LIBA Chennai. Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.

Dwijendra Srivastava Sundaram

  • Job Since 23/07/2020
  • About Mr. Srivastava is B.Tech PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with JM Financial AMC Tata AMC Private Ltd. Tower Capital and Securities Indo Swiss Financial and Gontermann Pipers.

S Bharath Sundaram

  • Job Since 23/07/2020
  • About Mr. Bharath is a B Com (H) MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

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