Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
Elss
2 Star
NAV as of Sep 15, 2025
₹235.24
-0.01%1D Change
Returns since inception
13.26%p.a.
Very High Risk
Elss
2 Star
NAV as of Sep 15, 2025
₹235.24
-0.01%1D Change
Returns since inception
13.26%p.a.
Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk|Elss|2 Star
NAV as of Sep 15, 2025
₹235.24
-0.01%1D
Returns since inception
13.26%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 FD | PPF | ELSS | |
|---|---|---|---|
| Average Annualised Returns i | 6% | 8% | 12% |
| Tax rates i | 30% | Not taxable | 10%* |
| 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 years | 15 years | 3 years |
*Taxable @ 10% over and above Rs 1 lakh.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
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 Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 9.43% |
| Treps | 8.78% |
| ICICI Bank Ltd | 5.58% |
| Reliance Industries Ltd | 4.89% |
| Axis Bank Ltd | 3.61% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Mirae Asset ELSS Tax Save... | ₹ 25,562 Cr | ₹55.91 | 0.11% | Very High |
| Aditya Birla Sun Life ELS... | ₹ 15,216 Cr | ₹68.57 | 0.18% | Very High |
| ICICI Prudential ELSS Tax... | ₹ 14,346 Cr | ₹1052.26 | 0.18% | Very High |
| HSBC ELSS Tax saver Fund ... | ₹ 4,021 Cr | ₹148.39 | 0.27% | Very High |
NAV History
FUND | Sundaram Diversified Equity - Direct Plan - Growth Option |
|---|---|
| NAV (Sep 15, 2025) | ₹235.24 |
| Class | ELSS | ELSS |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Rohit Seksaria, Bharath Subramanian |
FUND | Sundaram Diversified Equity - Direct Plan - Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹500 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Diversified... | 1.05% | 0.95% | 2.62% | 14.68% | -0.64% | 12.66% |
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
