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

ITI ELSS Tax Saver Fund Regular - Growth

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Sundaram Diversified Equity (ELSS) Regular Plan - Growth

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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)	₹388 Cr	₹1560 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	2.3	2.17
Manager	Vishal Jajoo	Sudhir Kedia
ISIN Code	INF00XX01374	INF903J01538
Exits Load	Data not available./365	Data not available./365

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month	2.48%	2.06%
6 Month	-0.85%	1.89%
1 Year	23.11%	12.52%
3 Year	19.66%	13.41%
5 Year	17.75%	15.61%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	11.55%	8.5%
3 Year	26.52%	16.12%
5 Year	22.47%	18.08%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year	21.02%	12.31%
3 Year	18.31%	15.05%
5 Year	18.49%	13.08%

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%	0.63%
Beta	0.83%	0.88%
Alpha	1.91%	-1.04%

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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	5.45	4.07
Large Cap	50.01	71.5
Small Cap	34.83	8.91
Mid Cap	9.71	15.65

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Others	5.45	4.07
Telecom - Services	2.47	3.46
Realty	4	0.35
Electrical Equipment	3.49	2.21
Food Products	1.33	-
Industrial Manufacturing	1.51	-
Construction	3.23	3.63
Textiles & Apparels	1.32	-
Banks	15.29	25.97
IT - Software	4.44	8.45
Paper, Forest & Jute Products	3.86	-
IT - Services	1.07	-
Pharmaceuticals & Biotechnology	2.1	7.38
Insurance	0.76	1.98
Automobiles	3.48	2.9
Finance	4.61	3.86
Diversified FMCG	3.15	3.36
Industrial Products	8.38	0.85
Oil	1.28	0.83
Ferrous Metals	1.18	1.15
Power	6	1
Chemicals & Petrochemicals	2.3	1.34
Transport Services	4.51	3.24
Engineering Services	1.12	-
Household Products	0.53	-
Commercial Services & Supplies	3.35	-
Retailing	9.26	2.58
Auto Components	0.53	1
Petroleum Products	-	4.82
Cement & Cement Products	-	2.65
Healthcare Services	-	1.05
Gas	-	0.64
Consumer Durables	-	4.16
Agricultural Food & other Products	-	1.09
Beverages	-	1.86
Capital Markets	-	2.07
Transport Infrastructure	-	0.56
Leisure Services	-	1.62