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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Diversified Equity - Direct Plan - Growth Option

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94.211 (1.966%)
NAV on September 25, 2020
Category Equity:
ELSS (Tax Savings)
Investment StyleBox
Large Growth
Total Assets 2,232 cr
Turnover Ratio 87.18%
Expense Ratio 1.78%
Exit Load -
Returns
  • 1M: -3.19%
  • 1Y: -6.76%
  • 3M: 8.10%
  • 3Y: -2.07%
  • 6M: 32.94%
  • 5Y: 5.60%
Min Investment 500
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ADDITIONAL INFO
Fund Manager S Krishnakumar (Since over 5 years) Dwijendra Srivastava (Since over 2 years) S. Bharath (Since 2 months)
ISIN INF903J01NN3
Fund Family Sundaram
P/E Ratio 27.23
P/B Ratio 3.30
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 -5.82
Beta 1.04
R-Squared 94.50
Info Ratio -1.17
Tracking Err 5.41
Sortino -0.237
Sharpe -0.198
Std Dev 22.792
Risk High
SECTOR WEIGHTINGS (%)
Financial 27.46%
Industrial 10.8%
Technology 8.68%
Basic Materials 8.08%
Consumer Cyclical 10.71%
Utilities Services 0.57%
Healthcare Services 7.17%
Energy Services 9.65%
Communication Services 4.89%
Consumer Defensive 11.98%
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
65.520 15.54% 299 cr 1.51% Above Average
Canara robeco mutual fund
Canara Robeco Equity Taxsaver - Direct Plan - Growth Option
74.630 10.22% 1,122 cr 1.22% Below Average
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
19.896 6.33% 4,181 cr 0.41% Above Average
Religare invesco mutual fund
Invesco India Tax Plan - Direct Plan - Growth
58.250 4.24% 1,113 cr 1.15% Average
Birla new
Aditya Birla Sun Life Tax Relief 96 Direct Plan Growth
33.510 3.59% 11,001 cr 0.91% Below Average
Axis
Axis Long Term Equity Fund Direct Plan Growth Option
49.174 -2.63% 21,905 cr 0.89% Below Average
Hdfc
HDFC Long Term Advantage Fund -Direct Plan - Growth Option
346.871 -6.12% 1,159 cr — Above Average
Best Elss (Tax Savings) Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Ppfas
Parag Parikh Tax Saver Fund Direct Growth
12.231 16.68% 61 cr 1.13% -
Boi axa
BOI AXA Tax Advantage Fund-Direct Plan- Growth
65.520 15.54% 299 cr 1.51% Above Average
Canara robeco mutual fund
Canara Robeco Equity Taxsaver - Direct Plan - Growth Option
74.630 10.22% 1,122 cr 1.22% Below Average
Mirae
Mirae Asset Tax Saver Fund -Direct Plan-Growth
19.896 6.33% 4,181 cr 0.41% Above Average
Religare invesco mutual fund
Invesco India Tax Plan - Direct Plan - Growth
58.250 4.24% 1,113 cr 1.15% Average
Idfc
IDFC Tax Advantage (ELSS) Fund - Direct Plan - Growth
57.110 -1.14% 2,211 cr 1.01% High
Axis
Axis Long Term Equity Fund Direct Plan Growth Option
49.174 -2.63% 21,905 cr 0.89% Below Average


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