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
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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