Sundaram Diversified Equity - Direct Plan - Growth Option: NAV, Returns, Calculator, Expense Ratio & Review

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk

Elss

2 Star

NAV as of Sep 08, 2025

232.81

-0.03%1D Change

Returns since inception

13.19%p.a.

Very High Risk

Elss

2 Star

NAV as of Sep 08, 2025

232.81

-0.03%1D Change

Returns since inception

13.19%p.a.

Sundaram Diversified Equity - Direct Plan - Growth Option

Very High Risk|Elss|2 Star
NAV as of Sep 08, 2025

232.81

-0.03%1D

Returns since inception

13.19%p.a.

  • 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.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating2 Star
  • Expense ratio1.62%
  • Exit Load0% within 0 days
  • AUM (Fund size)₹1,519.21 Crore
  • Lock-in period3 years
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹300 & Lump. ₹500
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
96.14%
Debt
0%
Others
3.86%
Top Holdings
Top Sectors
Holding NameAssets (%)
Treps14.03%
HDFC Bank Ltd9.82%
ICICI Bank Ltd8.79%
Reliance Industries Ltd4.71%
Axis Bank Ltd3.62%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Mirae Asset ELSS Tax Save...₹ 26,076 Cr
55.14
| 0.26%
Very High
Aditya Birla Sun Life ELS...₹ 15,457 Cr
67.74
| 0.19%
Very High
ICICI Prudential ELSS Tax...₹ 14,403 Cr
1040.82
| 0.19%
Very High
Axis ELSS Tax Saver Fund ...₹ 35,172 Cr
108.97
| 0.19%
Very High

NAV History

FUND

Sundaram Diversified Equity - Direct Plan - Growth Option

NAV (Sep 08, 2025)₹232.81
ClassELSS | ELSS
Inception DateJan 01, 2013
Fund ManagerRohit Seksaria, Bharath Subramanian

FUND

Sundaram Diversified Equity - Direct Plan - Growth Option

Initial Price₹10
Min. Investment AmountSIP ₹300 and Lump. ₹500
Exit Load0% within 0 days

Returns

1W

1M

3M

6M

1Y

3Y

Sundaram Diversified...-0.27%0.85%0.55%12.01%0.7%12.67%

About Sundaram Asset Management Company Ltd

Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.

Sundaram Asset Management Company Ltd Details

  • No. of schemes147
  • Total AUM₹31,971.17 Crore
  • AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
  • Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.2 Lakhs ₹
Min investment of ₹300 required