Item: Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl
Rating: 1
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Diversified Equity Fund Transfer Inc Dist cum Cap Wdrl

16.920 (-0.146%)

NAV on August 14, 2025

Category Equity:
ELSS (Tax Savings)

Total Assets 1,489 cr

Turnover Ratio 15.06%

Expense Ratio 2.14%

Exit Load

Returns

Min Investment 500

Fund Manager Rohit Seksaria (Since over 4 years) Bharath Subramanian (Since 2 months)

ISIN

Fund Family Sundaram

P/E Ratio 22.83

P/B Ratio 3.20

Launch Date November 22, 1999

Benchmark Nifty 500 TR INR

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HDFC ELSS TaxSaver -Direct Plan - Growth Option	1510.569	6.40%	16,579 cr	1.07%	Below Average
DSP ELSS Tax Saver Fund Direct Plan Growth	151.462	2.33%	16,981 cr	0.68%	Average
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth	57.652	2.29%	4,402 cr	0.64%	High
SBI ELSS Tax Saver Fund Direct Growth	464.897	0.17%	30,271 cr	0.93%	Above Average
JM Tax Gain Fund (Direct) - Growth	54.150	-2.50%	207 cr	1.11%	Above Average
Bank of India ELSS Tax Saver Fund Direct Plan Growth	180.650	-6.98%	1,397 cr	0.81%	High
Quant ELSS Tax Saver Growth Option Direct Plan	398.370	-8.44%	11,649 cr	0.58%	High