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Fund Card

Sundaram Diversified Equity(G)

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fund objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2020-2021	2021-2022	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	121.65	146.73	148.30	194.10	204.01
Net Assets(Rs Crores) (as on 31-Mar-2025)	2304.22	1925.70	1582.57	1595.49	1427.77
Scheme Returns(%)(Absolute)	75.01	19.40	0.07	30.28	4.35
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	47/67	44/66	22/61	52/63	40/61

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	9.04	6.96	-5.88	-4.26
2023-2024	12.23	4.06	9.82	2.05
2022-2023	-8.20	11.40	2.80	-3.86
2021-2022	8.30	11.43	1.00	-1.05
2020-2021	17.75	10.69	20.92	7.92

Top 10 holdings

company	(%)
HDFC Bank Ltd.	9.27
ICICI Bank Ltd.	8.34
Reliance Industries Ltd.	4.50
Larsen & Toubro Ltd.	3.83
Bharti Airtel Ltd.	3.40
Infosys Ltd.	3.37
Axis Bank Ltd.	3.23
State Bank Of India	3.22
Interglobe Aviation Ltd.	2.65
Ultratech Cement Ltd.	2.58

Top 10 sectors

sectors	(%)
Bank - Private	25.08
IT - Software	6.08
Pharmaceuticals & Drugs	5.20
Refineries	5.03
Engineering - Construction	3.83
Telecommunication - Service Provider	3.40
Bank - Public	3.22
Automobiles - Passenger Cars	3.15
Cement & Construction Materials	3.00
Finance - NBFC	2.84

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparison with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Diversified Equity(G)	Large-Growth	02-May-2005	1,427.77	7.15	14.90	22.76	11.56	14.81
SBI Long Term Equity Fund-Reg(G)	Large-Growth	31-Mar-1993	28,506.07	7.65	25.21	29.28	14.24	16.32
Motilal Oswal ELSS Tax Saver Fund-Reg(G)	Mid-Growth	21-Jan-2015	3,896.70	5.12	24.25	26.67	16.26	15.89
HDFC ELSS Tax saver(G)	Large-Growth	31-Mar-1996	15,555.71	13.61	23.74	28.78	13.42	23.25
Franklin India ELSS Tax Saver Fund(G)	Large-Growth	10-Apr-1999	6,358.59	9.65	20.71	28.08	13.30	20.92
DSP ELSS Tax Saver Fund-Reg(G)	Large-Growth	18-Jan-2007	16,217.91	13.42	20.54	27.26	15.89	15.22
ITI ELSS Tax Saver Fund-Reg(G)	Large-Growth	18-Oct-2019	377.68	-0.16	20.02	22.52	NA	15.22
JM ELSS Tax Saver Fund(G)	Large-Growth	31-Mar-2008	189.03	3.59	19.76	26.80	14.72	9.13
Parag Parikh ELSS Tax Saver Fund-Reg(G)	Large-Growth	24-Jul-2019	4,905.72	12.44	19.05	27.79	NA	21.14
HSBC ELSS Tax saver Fund-Reg(G)	Large-Growth	27-Feb-2006	3,917.33	8.03	19.03	23.64	13.08	13.99
Nippon India ELSS Tax Saver Fund(G)	Large-Growth	21-Sep-2005	14,781.61	5.82	18.38	26.23	10.17	13.52
Quantum ELSS Tax Saver Fund-Reg(G)	Large-Growth	23-Dec-2008	215.65	8.67	18.24	24.47	12.39	16.18
Baroda BNP Paribas ELSS Tax Saver Fund-Reg(G)	Large-Growth	05-Jan-2006	886.47	7.13	18.10	21.34	12.06	11.98
Bank of India ELSS Tax Saver-Eco(G)	Large-Growth	25-Feb-2009	1,319.59	-4.65	18.09	25.25	15.63	18.67
Taurus ELSS Tax Saver Fund-Reg(G)	Large-Growth	31-Mar-1996	75.65	7.06	17.63	21.63	12.74	11.92
ICICI Pru ELSS Tax Saver Fund(G)	Large-Growth	19-Aug-1999	13,632.70	9.90	17.04	24.45	12.89	19.04
Kotak ELSS Tax Saver Fund(G)	Large-Growth	23-Nov-2005	5,862.55	3.04	17.03	24.23	13.85	13.06
Invesco India ELSS Tax Saver Fund(G)	Large-Growth	29-Dec-2006	2,638.11	8.00	17.01	21.81	13.28	14.36
Tata ELSS Tax Saver Fund-Reg(G)	Large-Growth	13-Oct-2014	4,404.80	8.84	16.70	22.94	14.00	14.46
LIC MF ELSS Tax Saver-Reg(G)	Large-Growth	31-Mar-1998	1,088.04	11.08	16.59	21.87	11.56	10.26
Edelweiss ELSS Tax saver Fund-Reg(G)	Large-Growth	30-Dec-2008	384.29	7.65	16.45	22.36	11.45	15.35
Sundaram ELSS Tax Saver Fund-Reg(G)	Large-Growth	31-Mar-1996	1,288.19	6.70	16.29	24.17	13.60	15.87
Mirae Asset ELSS Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2015	23,945.24	7.89	16.15	25.24	NA	17.58
Canara Rob ELSS Tax Saver-Reg(G)	Large-Growth	02-Feb-2009	8,516.48	7.77	16.04	23.08	13.95	18.53
Mahindra Manulife ELSS Tax Saver Fund-Reg(G)	Large-Growth	18-Oct-2016	923.62	5.66	15.94	23.77	NA	12.39
Bandhan ELSS Tax Saver Fund-Reg(G)	Large-Growth	26-Dec-2008	6,596.51	3.53	15.67	28.19	14.02	17.70
Union ELSS Tax Saver Fund(G)	Large-Growth	23-Dec-2011	871.85	4.41	15.50	23.52	11.56	14.35
Quant ELSS Tax Saver Fund(G)	Large-Growth	13-Apr-2000	10,873.11	-7.84	15.25	33.43	19.51	15.09
UTI ELSS Tax Saver Fund-Reg(G)	Large-Growth	01-Aug-2005	3,689.48	7.23	14.25	22.01	12.01	11.87
PGIM India ELSS Tax Saver Fund-Reg(G)	Large-Growth	11-Dec-2015	763.97	10.13	13.83	23.61	NA	13.70
Groww ELSS Tax Saver Fund-Reg(G)	Large-Growth	28-Dec-2017	46.44	0.27	13.82	18.44	NA	8.59
Axis ELSS Tax Saver Fund-Reg(G)	Large-Growth	29-Dec-2009	34,176.50	7.96	13.58	17.98	11.89	15.52
Aditya Birla SL ELSS Tax Saver Fund(G)	Large-Growth	10-Mar-2008	14,461.85	6.64	13.29	15.69	10.29	10.63
Shriram ELSS Tax Saver Fund-Reg(G)	Large-Growth	25-Jan-2019	48.14	-5.70	11.30	16.11	NA	11.54
WOC ELSS Tax Saver Fund-Reg(G)	Large-Growth	14-Oct-2022	341.11	13.09	NA	NA	NA	20.89
360 ONE ELSS Tax Saver Nifty 50 Index Fund-Reg(G)	Large-Growth	28-Dec-2022	79.36	9.58	NA	NA	NA	13.58
Navi ELSS Tax Saver Nifty 50 Index Fund-Reg(G)	Large-Growth	20-Mar-2023	86.44	8.92	NA	NA	NA	17.93
NJ ELSS Tax Saver Scheme-Reg(G)	Mid-Growth	16-Jun-2023	257.30	2.73	NA	NA	NA	17.33
Samco ELSS Tax Saver Fund-Reg(G)	Mid-Growth	22-Dec-2022	106.83	-10.50	NA	NA	NA	8.04
Bajaj Finserv ELSS Tax Saver Fund-Reg(G)	Large-Growth	29-Jan-2025	44.27	NA	NA	NA	NA	6.90