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) ₹16841 Cr ₹1560 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 2.17
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 1.32% 2.06%
6 Month 4.36% 1.89%
1 Year 24.59% 12.52%
3 Year 19.37% 13.41%
5 Year 21.16% 15.61%

SIP Return Analysis

Scheme Name DSP ELSS Tax Saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 17.09% 8.5%
3 Year 25.11% 16.12%
5 Year 24.43% 18.08%

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 0.96% 0.63%
Beta 0.95% 0.88%
Alpha 3.53% -1.04%

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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 2.94 4.07
Large Cap 63.65 71.5
Mid Cap 18.3 15.65
Small Cap 15.11 8.91

Sector Allocation

Scheme Name

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.94 4.07
Telecom - Services 3.74 3.46
IT - Software 7.81 8.45
Cement & Cement Products 1.81 2.65
Construction 4.72 3.63
Finance 6.7 3.86
Consumer Durables 3.35 4.16
Petroleum Products 2.62 4.82
Diversified FMCG 3.52 3.36
Non - Ferrous Metals 1.26 -
Pharmaceuticals & Biotechnology 8.21 7.38
Banks 28.44 25.97
Healthcare Services 0.64 1.05
Chemicals & Petrochemicals 2.23 1.34
Automobiles 3.19 2.9
Transport Services 0.75 3.24
Insurance 2.44 1.98
Gas 1.79 0.64
Fertilizers & Agrochemicals 0.95 -
Diversified 0.76 -
Industrial Products 1.04 0.85
Oil 1.25 0.83
Auto Components 4.24 1
Personal Products 1.66 -
Power 2.16 1
Ferrous Metals 0.73 1.15
Textiles & Apparels 1.05 -
Realty - 0.35
Electrical Equipment - 2.21
Agricultural Food & other Products - 1.09
Retailing - 2.58
Beverages - 1.86
Capital Markets - 2.07
Transport Infrastructure - 0.56
Leisure Services - 1.62

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