Fund Insights
In the last 1 year, HDFC TaxSaver -Direct Plan - Growth Option has given 11.68% return, outperforming this fund by 6.57%
In the last 3 years, Quant Tax Plan Growth Option Direct Plan has given 37.43% return, outperforming this fund by 23.81%
In the last 5 years, Quant Tax Plan Growth Option Direct Plan has given 21.89% return, outperforming this fund by 14.34%
Sundaram Diversified Equity - Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
1) Sundaram Diversified Equity - Direct Plan - Growth Option has a NAV of ₹157.6844 as on 27-01-2023.
2) Sundaram Diversified Equity - Direct Plan - Growth Option has ₹1713 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.
3) The fund has an expense ratio 1.65 %.
Expense ratio | 1.65% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹1713 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹250 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 43.76% |
Sundaram Diversified Equity - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 1.74% | 1.74% |
6 Month Returns | 6.76% | 6.76% |
1 Year Returns | 5.1% | 5.1% |
3 Years Returns | 46.67% | 13.62% |
5 Years Returns | 43.87% | 7.55% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Diversified Equity - Direct Plan - Growth Option | 0.31 | -1.8 | -3.23 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Diversified Equity - Direct Plan - Growth Option | 0.91 | 1 | 1.01 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Diversified Equity - Direct Plan - Growth Option | 0.05 | 0.55 | 0.24 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Diversified Equity - Direct Plan - Growth Option | 14.93 | 23.25 | 20.38 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.