₹ 1,602.76 Cr
2.17%
NIFTY 500 TRI
INF903J01538
500.0
500.0
250
Sudhir Kedia, Rohit Seksaria
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 26.63 | 17.38 | 14.87 |
NIFTY 500 TRI | 37.82 | 19.73 | 18.98 |
Equity
Debt
Others
The scheme is aimed at generating long-term capital appreciation. Equity investments would account for at least 80 per cent of the corpus, while it can go up to 100 per cent. Exposure to Corporate and PSU bonds and Money market instruments can go up to 20 per cent of the corpus.
Company | Holdings (%) |
---|---|
HDFC Bank Ltd. | 8.81 |
Reliance Industries Ltd. | 8.42 |
ICICI Bank Ltd. | 7.08 |
Infosys Ltd. | 3.86 |
Larsen & Toubro Ltd. | 3.51 |
Sun Pharmaceutical Industries Ltd. | 3.36 |
Axis Bank Ltd. | 3.24 |
State Bank of India | 3.01 |
Tata Motors Ltd. | 2.87 |
Tata Consultancy Services Ltd. | 2.74 |
Sector | Holdings (%) |
---|---|
Financial | 32.18 |
Services | 10.69 |
Technology | 9.35 |
Energy | 8.42 |
Consumer Staples | 8.38 |
Healthcare | 5.83 |
Automobile | 4.55 |
Construction | 4.02 |
Consumer Discretionary | 3.45 |
Metals & Mining | 2.74 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Diversified Equity (ELSS) Reg Gr | 14.87 |
Quant ELSS Tax Saver Gr | 33.51 |
SBI Long Term Equity Reg Gr | 23.41 |
Motilal Oswal ELSS Tax Saver Fund Reg Gr | 21.93 |
ITI ELSS Tax Saver Reg Gr | 0.0 |
Bank of India ELSS Tax Saver Reg Gr | 26.69 |
JM ELSS Tax Saver Fund Gr | 21.96 |
HDFC ELSS Tax saver Gr | 19.13 |
Franklin India ELSS Tax Saver Gr | 18.95 |
Nippon India Tax Saver (ELSS) Gr Gr | 16.96 |