Sundaram Diversified Equity (ELSS) Regular Plan vs DSP ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16287 Cr ₹1578 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2007 10 May 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 35% 18%
Expense Ratio 1.65 2.16
Manager Rohit Singhania Sudhir Kedia
ISIN Code INF740K01185 INF903J01538
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month -5.49% -5.6%
6 Month 10.39% 4.32%
1 Year 35.47% 18.31%
3 Year 17.37% 11.38%
5 Year 21.09% 15.2%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 27.18% 12.64%
3 Year 26.94% 16.87%
5 Year 25.36% 18.35%

Rolling Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 14.07% 12.31%
3 Year 16.07% 15.05%
5 Year 15.38% 13.08%

Risk Management

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.57% 11.71%
Sharp 0.85% 0.53%
Beta 0.97% 0.89%
Alpha 2.95% -1.46%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Rohit Singhania Sudhir Kedia
Total AUM ₹46862 Cr ₹10423 Cr
Fund Manage 7 8
DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 1.62 2.62
Large Cap 64.8 78.9
Mid Cap 19.37 10.27
Small Cap 14.21 8.17

Sector Allocation

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 1.43 0.83
Communication 4.67 2.87
Technology 7.54 9.05
Materials 3.13 2.47
Financial 34.15 31.38
Energy 9.48 8.54
Consumer Staples 6.3 8.42
Metals & Mining 2.7 3.17
Healthcare 7.16 5.38
Chemicals 2.66 2.36
Automobile 8.04 4.32
Services 1.06 10.77
Insurance 1.29 -
Construction 2.13 4.27
Capital Goods 4.96 2.69
Consumer Discretionary 2.34 3.44
Textiles 0.96 -

Top Comparisons

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns16.01%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns13.32%

Compare Now

Bajaj Finserv Overnight Fund Regular - Growth Bajaj Finserv Overnight Fund Regular - Growth

3Y Returns0%

VS

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns127.48%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns14.43%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns15.64%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns11.33%

Compare Now
Request call back
Add to Cart Successfully