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Sundaram Diversified Equity(IDCW)

IDCW
EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 2,334 Cr
Very High RiskPrinciple investment will be at very high risk
16.010.03 (+0.20%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquityEquity Linked Savings Scheme (ELSS)
Mid-size FundAssets Under Mgmt: ₹ 2,334 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
1.18
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15.74
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2.46
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1.19
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16.04
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2.81

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Scheme Info

PlanPlan
IDCW
Lock inLock in
3 yrs
Exit LoadExit Load
0.00%
Nil
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
S&P BSE 200 - TRI

Tax Implications

Investment period > 3 years

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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AMC profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    52

  • Total AUM

    ₹ 31,737.91 Cr.