Sundaram Diversified Equity
A Long-term Tax Saver Fund

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An Open ended equity linked savings scheme with a statutory lock in of 3 years and tax benefit
The fund was earlier known as Sundaram Tax Saver
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Fund Managers

Mr. S. KrishnaKumar

Fund Manager

S.KrishnaKumar

Sundaram Tax Saver

Fund Features
  • A three-year lock-in period shall apply in line with the regulation for ELSS Schemes
  • Diversified multi cap fund with approx. 30-50% in large caps and balance in mid and small caps
  • Currently overweight on sectors aligned towards impending domestic economic recovery
Suitability:

This fund is suitable for investors seeking 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.

Performance Analysis:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Dividends declared in the last 2 years under Regular plan of the scheme
Record Date Percentage per unit NAV
13/09/2017 5.0 0.50 14.8629
15/06/2017 5.0 0.50 14.7367
16/03/2017 5.0 0.50 14.0235
15/12/2016 5.0 0.50 12.7753
28/09/2016 5.0 0.50 14.4264
24/06/2016 5.0 0.50 13.3042
11/03/2016 5.0 0.50 12.2230
24/12/2015 5.0 0.50 13.8476
18/09/2015 5.0 0.50 14.1829
19/06/2015 5.0 0.50 14.7880
13/03/2015 5.0 0.50 15.6900
Total dividends paid since inception - 390% - 39
 
Moderately High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth with 3 year lock-in period.
  • IInvestment in equity & equity related securities.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Fund Facts

Inception November 22, 1999
Scheme Type Multi-Cap Fund
Benchmark S&P BSE 200 Index
Fund Manager S.Krishnakumar
Investment Objective To achieve capital appreciation by investing predominantly in equities and equity-related instruments.
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Sweep
Min. Initial Investment 500
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 500
Entry Load Not applicable
Exit Load (both plans) Nil (Lock-in period 36 months)