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)	₹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	-8.67%	-6.09%
6 Month	2.18%	3.77%
1 Year	29.28%	18.14%
3 Year	15.96%	11.17%
5 Year	17.22%	14.97%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month	-	-
1 Year	19.63%	12.64%
3 Year	27.89%	16.87%
5 Year	-	18.35%

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%	0.53%
Beta	0.83%	0.89%
Alpha	1.91%	-1.46%

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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