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 | -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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