Sundaram Diversified Equity (ELSS) Regular Plan vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹363 Cr | ₹1578 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 10 May 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 2.3 | 2.16 |
| Manager | Vishal Jajoo | Sudhir Kedia |
| ISIN Code | INF00XX01374 | INF903J01538 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.62% | -6.07% |
| 6 Month | 22.96% | 7.25% |
| 1 Year | 57.89% | 26.43% |
| 3 Year | 21.67% | 12.83% |
| 5 Year | - | 15.86% |
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.56% | 11.79% |
| 3 Year | 54.01% | 29.63% |
| 5 Year | 80.34% | 60.74% |
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.38% | 12.4% |
| 3 Year | 18.31% | 15.05% |
| 5 Year | 18.57% | 13.05% |
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.51% | 11.71% |
| Sharp | 1.03% | 0.74% |
| Beta | 0.83% | 0.88% |
| Alpha | 1.91% | -1.01% |
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| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Name | Vishal Jajoo | Sudhir Kedia |
| Total AUM | ₹762 Cr | ₹10423 Cr |
| Fund Manage | 3 | 8 |
| ITI ELSS Tax Saver Fund Regular - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 6.74 | 2.62 |
| Large Cap | 49.09 | 78.9 |
| Small Cap | 28.6 | 8.17 |
| Mid Cap | 15.57 | 10.27 |
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
|---|---|---|
| Others | 1.76 | 0.83 |
| Telecom - Services | 11.75 | - |
| Petroleum Products | 2.08 | - |
| Electrical Equipment | 1.65 | - |
| Construction | 6.35 | 4.27 |
| Industrial Manufacturing | 1.13 | - |
| Textiles & Apparels | 3.11 | - |
| Banks | 11.64 | - |
| IT - Software | 4.69 | - |
| Paper, Forest & Jute Products | 2.3 | - |
| Aerospace & Defense | 1.69 | - |
| Automobiles | 5.91 | - |
| Finance | 3.86 | - |
| Diversified FMCG | 1.21 | - |
| Pharmaceuticals & Biotechnology | 0.66 | - |
| Industrial Products | 9.98 | - |
| Realty | 4.94 | - |
| Ferrous Metals | 3.18 | - |
| Chemicals & Petrochemicals | 1.12 | - |
| Auto Components | 2.29 | - |
| Engineering Services | 0.61 | - |
| Power | 4.81 | - |
| Transport Services | 3.53 | - |
| Commercial Services & Supplies | 1.84 | - |
| Retailing | 7.91 | - |
| Energy | - | 8.54 |
| Technology | - | 9.05 |
| Materials | - | 2.47 |
| Financial | - | 31.38 |
| Consumer Staples | - | 8.42 |
| Healthcare | - | 5.38 |
| Chemicals | - | 2.36 |
| Metals & Mining | - | 3.17 |
| Capital Goods | - | 2.69 |
| Automobile | - | 4.32 |
| Consumer Discretionary | - | 3.44 |
| Services | - | 10.77 |
| Communication | - | 2.87 |
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