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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -5.22% -6.07%
6 Month 15.02% 7.25%
1 Year 46.48% 26.43%
3 Year 18.55% 12.83%
5 Year 21.85% 15.86%

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 14.15% 12.4%
3 Year 16.1% 15.05%
5 Year 15.41% 13.05%

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 1.03% 0.74%
Beta 0.97% 0.88%
Alpha 2.87% -1.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns20.09%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns18.2%

Compare Now

Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Regular Plan - Growth Option

3Y Returns5.35%

VS

Axis All Seasons Debt Fund of Funds - Regular Plan - Growth Option Axis All Seasons Debt Fund of Funds - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns5.68%

VS

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns5.38%

Compare Now

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns21.16%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully