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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Diversified Equity - Direct Plan - Growth Option

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88.890 (0.597%)
NAV on July 03, 2020
Category Equity:
ELSS (Tax Savings)
Investment StyleBox
Large Growth
Total Assets 1,935 cr
Turnover Ratio 67.44%
Expense Ratio 1.82%
Exit Load -
Returns
  • 1M: 6.21%
  • 1Y: -16.00%
  • 3M: 26.48%
  • 3Y: -3.44%
  • 6M: -16.38%
  • 5Y: 3.27%
Min Investment 500
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ADDITIONAL INFO
Fund Manager S Krishnakumar (Since over 5 years) Dwijendra Srivastava (Since over 2 years) Rohit Seksaria (Since over 2 years)
ISIN INF903J01NN3
Fund Family Sundaram
P/E Ratio 22.19
P/B Ratio 2.85
Launch Date January 01, 2013
Benchmark S&P BSE 200 India TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs S&P BSE 200 India TR INR

Alpha -6.50
Beta 1.03
R-Squared 94.32
Info Ratio -1.26
Tracking Err 5.42
Sortino -0.237
Sharpe -0.197
Std Dev 22.547
Risk Above Average
SECTOR WEIGHTINGS (%)
Financial 29.09%
Industrial 13.08%
Technology 5.67%
Basic Materials 9.36%
Consumer Cyclical 10.23%
Utilities Services 0.0%
Healthcare Services 7.10%
Energy Services 7.95%
Communication Services 5.49%
Consumer Defensive 12.05%
Real Estate 0.00%
INVESTMENT 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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Elss (Tax Savings) Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Boi axa
BOI AXA Tax Advantage Fund-Direct Plan- Growth
57.900 2.99% 248 cr 1.51% Above Average
Birla new
Aditya Birla Sun Life Tax Relief 96 Growth Direct Plan
32.200 -2.45% 9,177 cr 0.94% Below Average
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
18.359 -4.02% 3,141 cr 0.25% Above Average
Canara robeco mutual fund
Canara Robeco Equity Taxsaver - Direct Plan - Growth Option
67.340 -4.33% 929 cr 1.19% Below Average
Religare invesco mutual fund
Invesco India Tax Plan - Direct Plan - Growth
54.390 -4.80% 916 cr 1.35% Average
Axis
Axis Long Term Equity Fund Direct Plan Growth Option
47.579 -5.18% 19,127 cr 0.93% Below Average
L t mutual fund
L&T Tax Advantage Fund Direct Plan Growth Option
50.714 -10.97% 2,660 cr 1.45% Average
Best Elss (Tax Savings) Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Ppfas
Parag Parikh Tax Saver Fund Direct Growth
10.656 — 39 cr 1.19% -
Boi axa
BOI AXA Tax Advantage Fund-Direct Plan- Growth
57.900 2.99% 248 cr 1.51% Above Average
Birla new
Aditya Birla Sun Life Tax Relief 96 Growth Direct Plan
32.200 -2.45% 9,177 cr 0.94% Below Average
Bnp
BNP Paribas Long Term Equity Fund Direct Plan Growth Option
40.249 -2.53% 399 cr 1.19% Low
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
18.359 -4.02% 3,141 cr 0.25% Above Average
Canara robeco mutual fund
Canara Robeco Equity Taxsaver - Direct Plan - Growth Option
67.340 -4.33% 929 cr 1.19% Below Average
Religare invesco mutual fund
Invesco India Tax Plan - Direct Plan - Growth
54.390 -4.80% 916 cr 1.35% Average


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