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Sundaram Diversified Equity (ELSS) Regular Plan vs DSP ELSS Tax Saver Fund compare
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹15985 Cr | ₹1468 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Jan 2007 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 35% | 18% |
| Expense Ratio | 1.64 | 2.21 |
| Manager | Rohit Singhania | Sudhir Kedia |
| ISIN Code | INF740K01185 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.35% | 7% |
| 6 Month | -4.72% | -4.59% |
| 1 Year | 16.09% | 8.11% |
| 3 Year | 17.66% | 12% |
| 5 Year | 26.88% | 21.87% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.1% | -3.05% |
| 1 Year | -5.86% | -9.15% |
| 3 Year | 17.95% | 9.41% |
| 5 Year | 19.06% | 12.94% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.52% | 12.34% |
| 3 Year | 16.2% | 14.95% |
| 5 Year | 15.57% | 13.23% |
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 | 0.71% | 0.35% |
| Beta | 0.96% | 0.87% |
| Alpha | 3.68% | -1.41% |
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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 |
| Funds Managed | 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 | 6.31 | 3.85 |
| Large Cap | 62.45 | 72.56 |
| Mid Cap | 17.79 | 13.33 |
| Small Cap | 13.45 | 10.27 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 4.68 | 4.33 |
| Communication Services | 4.6 | 5.33 |
| Technology | 6.84 | 9.43 |
| Basic Materials | 9.1 | 5.59 |
| Industrials | 6.8 | 11.4 |
| Financial Services | 35.97 | 33.52 |
| Energy | 3.63 | 5.59 |
| Consumer Defensive | 5.04 | 6.1 |
| Healthcare | 10.11 | 6.76 |
| Utilities | 3.77 | 1.44 |
| Consumer Cyclical | 9.45 | 10.51 |
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