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

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

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

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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) ₹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 -1.57% -3.83%
6 Month -11.39% -11.89%
1 Year 8.94% 0.3%
3 Year 17.5% 11.73%
5 Year 22.06% 16.28%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month -8% -7.99%
1 Year -10.38% -13.84%
3 Year 16.56% 8.2%
5 Year 18.82% 12.81%

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 14.046% 11.71%
Sharp 0.694% 0.37%
Beta 0.946% 0.87%
Alpha 3.627% -1.18%

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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
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 4.12561 2.97103
Large Cap 64.91856 72.94534
Mid Cap 16.71164 13.53852
Small Cap 14.24417 10.54514

Sector Allocation

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.93187 3.49231
Communication Services 4.53577 5.7239
Technology 7.93086 9.46104
Basic Materials 8.8613 5.22031
Industrials 7.28734 12.55122
Financial Services 36.22733 32.11683
Energy 3.78628 5.64329
Consumer Defensive 5.18262 7.23227
Healthcare 9.31411 7.01104
Utilities 4.03076 1.44402
Consumer Cyclical 9.91174 10.1038

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