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

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tortoise-icon ITI ELSS Tax Saver Fund Regular - 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 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) ₹374 Cr ₹1468 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 22 Nov 1999
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 18%
Expense Ratio 2.32 2.21
Manager Vishal Jajoo Sudhir Kedia
ISIN Code INF00XX01374 INF903J01538
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 3.79% 4.06%
6 Month -5.97% -1.46%
1 Year 6.51% 8.76%
3 Year 19.87% 13.22%
5 Year 23.14% 22.61%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month -0.09% 1.27%
1 Year -8.25% -1.19%
3 Year 18.54% 12.47%
5 Year 17.5% 14.82%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 20.61% 12.34%
3 Year 18.2% 14.95%
5 Year 17.5% 13.23%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 13.905% 11.71%
Sharp 0.774% 0.35%
Beta 0.917% 0.87%
Alpha 3.597% -1.41%

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Fund Managers

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
Funds Managed 3 8
ITI ELSS Tax Saver Fund Regular - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 4.4 3.85
Large Cap 41.83 72.56
Small Cap 44.62 10.27
Mid Cap 9.14 13.33

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 1.66 4.33
Communication Services 2.67 5.33
Industrials 20.77 11.4
Consumer Defensive 3.66 6.1
Basic Materials 10.08 5.59
Financial Services 26.02 33.52
Consumer Cyclical 11.66 10.51
Technology 9.68 9.43
Healthcare 2.53 6.76
Energy 1 5.59
Real Estate 4.73 -
Utilities 5.53 1.44

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