Sundaram Diversified Equity - Direct Plan - Growth Option - Latest NAV ₹92.9155, Returns, Performance & Portfolio

Sundaram Diversified Equity - Direct Plan - Growth Option

  • highlight
    3.27%
  • highlight
    (+0.3)92.9155
Launching Soon!
Invest in direct mutual funds on cleartax and earn upto 1.5% extra returns annually!
Please enter your name
  • Save up to Rs 46,800 in taxes every year.
  • Highest returns compared to other 80C investments.
  • Lowest lock-in of 3 years
Tax Saving FDPPFELSS
Average Annualised Returns i
6%8%12%
Tax rates i
30%Not taxable10%*
Returns after tax i
4.2%8.00%10.80%
Current rate of Inflation i
4%4%4%
Real Rate of Return i
0.2%4.00%6.80%
Lock-in Period i
5 years15 years3 years
*Taxable @ 10% over and above Rs 1 lakh.

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years3.27%
3 Years-3.1%
1 Year-1.61%
6 Months-14.37%
Fund Details
ISININF903J01NN3
RiskModerately High risk
Fund TypeELSS (Tax Savings)
NAV92.9155
Exit Load--

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd7.38%
HDFC Bank Ltd6.15%
ICICI Bank Ltd4.44%
Bharti Airtel Ltd4.24%
Housing Development Finance Corp Ltd4.01%
Hindustan Unilever Ltd3.22%
Infosys Ltd3.05%
Larsen & Toubro Ltd2.98%
Varun Beverages Ltd2.98%
SBI Life Insurance Co Ltd2.97%

Related Articlesstar

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More
Launching Soon!
Invest in direct mutual funds on cleartax and earn upto 1.5% extra returns annually!
Please enter your name
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns