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) ₹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 -0.35% -0.08%
6 Month 23.59% 13.46%
1 Year 47.24% 28.46%
3 Year 20.27% 14.81%
5 Year 23.82% 17.92%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 20.07% 11.79%
3 Year 43.95% 29.63%
5 Year 84.74% 60.74%

Rolling Lumpsum Returns

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 24.81% 19.41%
3 Year 62.36% 47.92%
5 Year 92.88% 66.18%

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 1.02% 0.73%
Beta 0.96% 0.87%
Alpha 2.42% -1.4%

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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 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 -

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