SUNDARAM DIVERSIFIED EQUITY(G)

Product name	Return type	1 yr(%)	3 yr(%)	5 yr(%)
SUNDARAM DIVERSIFIED EQUITY(G)	market linked	28.49 %	17.48 %	14.17 %
BenchMark : NIFTY 500 - TRI	BenchMark Return	38.98	19.96	17.92
Value of Rs. 1,00,000 Invested	current value	128490	162140	193981

scheme 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.
Category	Mutual Fund > Equity > ELSS
Fund Type	Open Ended
Fund Manager	Sudhir Kedia
Minimum Amount for Lumpsum Investment (Rs.)	500
Minimum Amount for SIP Investment (Rs.)	500
Nav Date	29/04/2024
Nav	197.91
AUM (Cr.)	1595.49
AUM Date	31/03/2024
Expense Ratio Currently	2
Expense Ratio Date Currently	31/03/2024
Modified Duration(Yrs)	-
Modified Duration Date(Yrs)	-
YTM	-
YTM Date	-
Entry Load	NIL
Exit Load	Nil
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal	Anytime
Pros
Cons
Risk Factor	All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.